What part of the semiconductor supply chain is NTT in?

NTT operates in the Data Center Operators (Colo) segment, where it is a market major.

NTT

Q: What does NTT make?

NTT makes NTT Global Data Centers, NTT Communications network, NTT Docomo mobile, e-shelter European data centers, Nexcenter DC platform.

Q: Who are NTT's key suppliers?

NTT's tracked suppliers include Vertiv, Schneider Electric, Eaton, Delta Electronics.

Q: Who are NTT's customers?

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

NTT is a major in the AI & Data Center segment of the semiconductor & AI supply chain, headquartered in Japan. Its key suppliers include Vertiv, Schneider Electric, Eaton. Its key customers include Amazon (Annapurna Labs), Microsoft, Alphabet (Google).

Japanese telecom giant; NTT Global Data Centers is a top-five operator.

Ticker: TSE: 9432
Headquarters: Japan
Revenue: $7.2B (FY2026) · -91.6% YoY
Net income: $6.5B
Operating margin: 12.4%
Market position: major
Value-chain segment: Data Center Operators (Colo)
Key products: NTT Global Data Centers, NTT Communications network, NTT Docomo mobile, e-shelter European data centers, Nexcenter DC platform

About NTT

NTT, headquartered in Japan, operates in the Data Center Operators (Colo) segment of the semiconductor & AI supply chain and is positioned as a market major there. Its key products include NTT Global Data Centers, NTT Communications network, NTT Docomo mobile, e-shelter European data centers, Nexcenter DC platform. wafergraph maps 4 tracked suppliers and 5 tracked customers for NTT across the value chain. It has a supply-chain criticality score of 8/100, with 19 companies downstream of it.

Role in the chain

NTT is a market major in AI & Data Center (Data Center Operators (Colo)), headquartered in Japan. Japanese telecom giant; NTT Global Data Centers is a top-five operator.

Diligence questions

The dataset records 4 tracked suppliers for NTT. 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?
3 of NTT's tracked suppliers are a monopoly or leader (including Delta Electronics, Schneider Electric, Vertiv). Which of those are actually single-source for the process step you care about?
The dataset names 5 tracked customers for NTT. How concentrated is demand among those names, and which of them have a documented second source in this graph?
NTT is headquartered in Japan. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
NTT trades as TSE:9432. 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 NTT