Who are Lenovo's key suppliers?

Lenovo's tracked suppliers include Qualcomm, Goodix Technology, Loongson Technology, Zhaoxin, Awinic Technology, Elan Microelectronics, NVIDIA, Intel, AMD, Asia Vital Components Co., Ltd..

What part of the semiconductor supply chain is Lenovo in?

Lenovo operates in the Systems & ODM (AI servers) segment, where it is a market major.

Lenovo

Q: What does Lenovo make?

Lenovo makes ThinkSystem AI servers (Neptune liquid-cooled), Lenovo ISG HPC solutions, ThinkPad / ThinkCentre PCs, Lenovo TruScale hybrid cloud, Motorola smartphones.

Q: Who are Lenovo's customers?

Lenovo's tracked customers include Amazon (Annapurna Labs), Microsoft, Alphabet (Google), Meta Platforms, Oracle.

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: 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.

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