The semiconductor & AI supply chain by country
Where the chip and AI supply chain is concentrated — tracked revenue and company count for each country, and the single-source chokepoints that create geopolitical risk.
By country (tracked revenue)
- USA — $3.35T (74.6%), 176 companies
- Taiwan — $393.4B (8.8%), 75 companies
- China — $323.3B (7.2%), 74 companies
- Germany — $129.8B (2.9%), 16 companies; chokepoints: Carl Zeiss SMT, TRUMPF
- France — $67.9B (1.5%), 6 companies
- Netherlands — $50.9B (1.1%), 7 companies; chokepoints: ASML
- Hong Kong — $50.7B (1.1%), 2 companies
- United Kingdom — $38.9B (0.9%), 15 companies
- Ireland — $27.4B (0.6%), 1 companies
- Finland — $21.5B (0.5%), 1 companies
- Canada — $12.7B (0.3%), 5 companies
- Switzerland — $11.8B (0.3%), 7 companies
- Thailand — $3.4B (0.1%), 1 companies
- Israel — $3.1B (0.1%), 8 companies
- Singapore — $1.0B (0.0%), 5 companies
- Japan — $860M (0.0%), 73 companies; chokepoints: Ajinomoto, Lasertec
- Australia — $501M (0.0%), 3 companies
- India — $466M (0.0%), 1 companies
- South Korea — $179M (0.0%), 41 companies
- Austria — $0 (0.0%), 3 companies