Lenovo
Lenovo is a major in the Distribution & Misc segment of the semiconductor & AI supply chain, headquartered in Hong Kong. Its key suppliers include Qualcomm, Goodix Technology, Loongson Technology. Its key customers include Amazon (Annapurna Labs), Microsoft, Alphabet (Google).
Global PC and server maker; ISG builds AI servers.
- Ticker
- HKEX: 0992
- Headquarters
- Hong Kong
- Revenue
- $83.1B (FY2026) · +20.3% YoY
- Net income
- $1.9B
- Operating margin
- 5.6%
- 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.
Key products
- ThinkSystem AI servers (Neptune liquid-cooled)
- Lenovo ISG HPC solutions
- ThinkPad / ThinkCentre PCs
- Lenovo TruScale hybrid cloud
- Motorola smartphones