Lenovo

As of 2026-10-28, Lenovo has 10 tracked suppliers and 5 tracked customers in this dataset; its largest supplier by market cap is NVIDIA. The customer list here follows a shared pattern for this segment rather than being individually confirmed for Lenovo — see /methodology.

Sourced from 2 references — Wikipedia, secondary source — last verified 2026-06-14.

Global PC and server maker; ISG builds AI servers.

Ticker: HKEX: 0992
Headquarters: Beijing
Founded: 1984
Employees: 77,000
Revenue: $83.1B (FY2026) · +20.3% YoY
Net income: $1.9B
Operating margin: 0.1%
Market position: major
Value-chain segment: Systems & ODM (AI servers)
Key products: ThinkSystem AI servers (Neptune liquid-cooled), Lenovo ISG HPC solutions, ThinkPad / ThinkCentre PCs, Lenovo TruScale hybrid cloud, Motorola smartphones

About Lenovo

Lenovo, headquartered in Hong Kong, operates in the Systems & ODM (AI servers) segment of the semiconductor & AI supply chain and is positioned as a market major there. Its key products include ThinkSystem AI servers (Neptune liquid-cooled), Lenovo ISG HPC solutions, ThinkPad / ThinkCentre PCs, Lenovo TruScale hybrid cloud, Motorola smartphones. wafergraph maps 10 tracked suppliers and 5 tracked customers for Lenovo across the value chain. It has a supply-chain criticality score of 8/100, with 19 companies downstream of it.

Lenovo Group Limited, trading as Lenovo, is a Hong Kong–based Chinese multinational corporation and technology company specializing in designing, manufacturing, and marketing consumer electronics, personal computers, software, servers, converged and hyperconverged infrastructure solutions, and related services. Its smartphone brand is Motorola. Its global headquarters are in Beijing, China, and Morrisville, North Carolina, in the United States; it has research centers at these locations, elsewhere in mainland China, Hong Kong and Taiwan, in Stuttgart, Germany, and in Yamato, Kanagawa, Japan.

Role in the chain

Lenovo is a market major in Distribution & Misc (Systems & ODM (AI servers)), headquartered in Hong Kong. Global PC and server maker; ISG builds AI servers.

Diligence questions

The dataset records 10 tracked suppliers for Lenovo. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
2 of Lenovo's tracked suppliers are a monopoly or leader (including NVIDIA, Qualcomm). Which of those are actually single-source for the process step you care about?
The dataset names 5 tracked customers for Lenovo. How concentrated is demand among those names, and which of them have a documented second source in this graph?
Lenovo is headquartered in Hong Kong. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
Lenovo trades as HKEX:0992. What does the latest reported period say about capacity and backlog versus the graph position above?
Before treating any edge as a verified relationship, check the provenance labels on the company page and the method note at /methodology.

Full diligence pack for Lenovo