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)
- United States — $3.38T (56.9%), 188 companies
- Taiwan — $772.5B (13.0%), 79 companies
- Japan — $520.0B (8.8%), 74 companies; chokepoints: Ajinomoto, Lasertec
- China — $504.1B (8.5%), 81 companies
- South Korea — $327.3B (5.5%), 43 companies
- Hong Kong — $88.9B (1.5%), 2 companies
- France — $77.0B (1.3%), 6 companies
- Netherlands — $52.4B (0.9%), 8 companies; chokepoints: ASML
- Germany — $50.6B (0.9%), 16 companies; chokepoints: Carl Zeiss SMT, TRUMPF
- United Kingdom — $39.6B (0.7%), 16 companies
- Ireland — $27.4B (0.5%), 1 companies
- Finland — $21.5B (0.4%), 1 companies
- Sweden — $18.8B (0.3%), 2 companies
- Switzerland — $15.1B (0.3%), 7 companies
- Canada — $12.7B (0.2%), 7 companies
- Norway — $6.5B (0.1%), 1 companies
- Austria — $5.8B (0.1%), 3 companies
- Belgium — $5.8B (0.1%), 2 companies
- Thailand — $3.4B (0.1%), 1 companies
- Israel — $3.1B (0.1%), 11 companies
- Singapore — $3.1B (0.1%), 5 companies
- Australia — $800M (0.0%), 3 companies
- Italy — $715M (0.0%), 1 companies
- India — $466M (0.0%), 1 companies
- Malaysia — $459M (0.0%), 1 companies