# wafergraph

> The semiconductor & AI supply-chain graph: a free, current, neutral reference covering 615+ companies across the full value chain — materials, equipment, EDA/IP, chip design, foundry, memory, packaging, distribution, and AI & data center — with financials (SEC EDGAR), supply-chain dependencies, market share, and chokepoint exposure. Quantitative fields are traceable to a named open source; the supply-chain edges are curated and of mixed provenance — see "How to read the supply-chain edges" below before quoting one as a verified relationship.

## What wafergraph sells (everything else on this site is free)

- [State of the Semiconductor Supply Chain — Q3 2026](https://wafergraph.com/pro): wafergraph Pro, the quarterly research report on the semiconductor and AI supply chain, generated from the sourced 615-company dataset. $49.99 per edition, or $150 for a year of editions emailed as published. The executive summary is free at https://wafergraph.com/report-sample.
- [Vendor Exposure Review](https://wafergraph.com/pro#study): Vendor Exposure Review: send up to 200 vendors and get it scored by hand against wafergraph's map of the semiconductor and AI hardware chain — chokepoint exposure, shared upstream dependencies, and country concentration. Pricing on inquiry, fixed scope, invoiced, about two weeks.
- [Portfolio Concentration Review](https://wafergraph.com/pro#study): Portfolio Concentration Review: send up to 200 holdings and get it scored by hand against wafergraph's map of the semiconductor and AI hardware chain — chokepoint exposure, shared upstream dependencies, and country concentration. Pricing on inquiry, fixed scope, invoiced, about two weeks.
- To inquire about either review, email contact@wafergraph.com — scope and pricing come back before anything is signed. (Stated here in plain text because the HTML pages obfuscate email addresses.)
- A free coverage check (send a list, get back how many names match and how many carry researched edges, usually within a day, no commitment) precedes either engagement — see https://wafergraph.com/pro.
- Client materials (the vendor or holdings list) are confidential: used only to produce the review, never folded into this public dataset, and never disclosed to any third party. Each engagement is governed by a signed Statement of Work; neither review is investment advice. Terms: https://wafergraph.com/terms

## Executive Summary of the 2026 report (free, in full)

- [State of the Semiconductor Supply Chain 2026](https://wafergraph.com/report-sample): published free and in full — the chokepoint map (TSMC is the most-depended-on company in the tracked chain), geographic concentration (Taiwan, China's critical-mineral leverage, the Netherlands/ASML), market structure, deal flow, and reader attention. Nothing on wafergraph is behind a paywall.

## Query this dataset directly (MCP server)

If you are an AI assistant that speaks MCP, you do not have to scrape these pages: wafergraph runs a free, read-only MCP server at https://mcp.wafergraph.com/mcp (Streamable HTTP, no auth, no API key). Nine tools: search_companies, get_company, get_segments, get_supply_chain, get_deals, compare_companies, get_country_exposure, find_chokepoints, analyze_portfolio_exposure. Registered in the official MCP registry as com.wafergraph/wafergraph-mcp. Details: https://wafergraph.com/mcp

## How to read the supply-chain edges

The key_supplier / key_customer relationships behind every chokepoint and dependency figure are curated, not scraped, and they are of two kinds. Some are researched company by company from public disclosure. Others are inferred from segment membership: one customer list applied to every company in a segment (a specialty-materials supplier does sell to the major fabs). Of the 462 companies carrying a customer list, 70 lists are unique to one company, 49 are shared by two to four, and 280 (about 61%) are segment-inferred — the largest single template covers 78 companies. A further 63 of those customer lists are a full segment template plus a handful of individually-added names (about 14%) — counted with the segment-inferred bucket above, not the researched one. On the supplier side it is 97 unique, 62 shared, 3 template-plus, 162 segment-inferred of 324. Per-company labels: https://wafergraph.com/data/edge_provenance.json. Treat a segment-inferred edge as a segment-level generalization, not as a verified account relationship between those two named companies. Method: https://wafergraph.com/methodology

## Company profiles (all 615, grouped by segment)

### Materials (100)

- [Ajinomoto](https://wafergraph.com/company/ajinomoto): Supplies effectively all ABF build-up film, the insulator in advanced CPU/GPU substrates.
- [Linde](https://wafergraph.com/company/linde): World's largest industrial gas company; major electronics gas business.
- [Air Liquide](https://wafergraph.com/company/air_liquide): Top industrial and electronic specialty gas supplier to fabs worldwide.
- [Shin-Etsu Chemical](https://wafergraph.com/company/shin_etsu): World's largest silicon wafer maker and a major photoresist supplier.
- [Unimicron](https://wafergraph.com/company/unimicron): Largest Taiwanese ABF substrate maker serving major fabless customers.
- [HOYA](https://wafergraph.com/company/hoya): Dominant maker of EUV photomask blanks and substrates.
- [Ibiden](https://wafergraph.com/company/ibiden): Leading IC package substrate maker; key supplier for Intel and AI packages.
- [JX Advanced Metals](https://wafergraph.com/company/jx_advanced_metals): World leader in sputtering targets for chip metallization; listed in 2025.
- [Entegris](https://wafergraph.com/company/entegris): Leader in contamination control, materials handling and CMP consumables.
- [Ningbo Jiangfeng Electronic Material (Konfoong)](https://wafergraph.com/company/jiangfeng): China's leading maker of ultra-high-purity sputtering targets (Al, Ti, Ta) for semiconductor metallization.
- [Tokyo Ohka Kogyo](https://wafergraph.com/company/tok): Photoresist specialist with leading EUV resist share.
- [Soitec](https://wafergraph.com/company/soitec): Dominant supplier of engineered SOI substrates for RF and FD-SOI chips.
- [Mitsui Chemicals, Inc.](https://wafergraph.com/company/mitsui_chemicals): First commercial EUV pellicle manufacturer (ASML license); developing CNT pellicles for High-NA EUV.
- [Photronics](https://wafergraph.com/company/photronics): Largest merchant photomask manufacturer.
- [Fujimi Incorporated](https://wafergraph.com/company/fujimi): Specialist leader in CMP slurries and polishing materials.
- [Mitsui High-tec](https://wafergraph.com/company/mitsui_hightec): Leading leadframe maker and precision stamping specialist.
- [IQE](https://wafergraph.com/company/iqe): Leading epitaxial compound-semiconductor wafer maker (GaAs, GaN, InP).
- [Stella Chemifa](https://wafergraph.com/company/stella_chemifa): World's leading maker of high-purity hydrofluoric acid for semiconductors.
- [JSR](https://wafergraph.com/company/jsr): Top photoresist maker incl. EUV resists; taken private by JIC in 2024.
- [SK Specialty](https://wafergraph.com/company/sk_specialty): Korean specialty-gas maker and a top global NF3 supplier.
- [Samsung Electro-Mechanics](https://wafergraph.com/company/semco): Samsung affiliate making IC substrates, MLCCs, and camera modules.
- [Merck KGaA (EMD Electronics)](https://wafergraph.com/company/merck_kgaa): Supplies deposition materials, spin-on dielectrics and specialty gases.
- [Air Products](https://wafergraph.com/company/air_products): Major supplier of bulk and specialty gases to semiconductor fabs.
- [Shengyi Technology](https://wafergraph.com/company/shengyi): Copper-clad laminates and substrate materials for PCBs.
- [BASF SE](https://wafergraph.com/company/basf): German chemicals major; supplies CMP slurries (PLANAPUR), post-CMP cleaning chemistries, and electronic-grade wet chemicals for wafer fabrication.
- [Shennan Circuits](https://wafergraph.com/company/shennan): Chinese PCB and IC substrate maker.
- [Daikin Industries](https://wafergraph.com/company/daikin): Fluorochemicals maker supplying etch gases and coatings alongside HVAC.
- [Kyocera](https://wafergraph.com/company/kyocera): Ceramic packages, substrates, and electronic components.
- [FUJIFILM](https://wafergraph.com/company/fujifilm): Electronic materials arm supplies resists, CMP slurries and chemicals.
- [Nan Ya PCB](https://wafergraph.com/company/nanya_pcb): Formosa-group package substrate and PCB maker.
- [Zhen Ding Technology](https://wafergraph.com/company/zhen_ding): World's largest PCB maker; flexible and IC substrate supplier to Apple.
- [DuPont](https://wafergraph.com/company/dupont): Broad electronic materials supplier; electronics unit being spun off as Qnity.
- [Resonac](https://wafergraph.com/company/resonac): Formed from Showa Denko and Hitachi Chemical; broad back-end materials line.
- [Sumitomo Metal Mining](https://wafergraph.com/company/sumitomo_metal_mining): Materials maker supplying bonding wire, plating, and target metals.
- [Nippon Sanso Holdings](https://wafergraph.com/company/nippon_sanso): Japanese industrial gas group with strong electronics gas share in Asia.
- [Nitto Denko Corporation](https://wafergraph.com/company/nitto_denko): Japanese materials group; supplies semiconductor wafer dicing tape and back-grinding tape.
- [GlobalWafers](https://wafergraph.com/company/globalwafers): Third-largest silicon wafer maker; expanding US capacity in Texas.
- [Kinsus Interconnect](https://wafergraph.com/company/kinsus): Pegatron-affiliated IC substrate manufacturer.
- [TTM Technologies](https://wafergraph.com/company/ttm): North America's largest PCB maker; RF and substrate components.
- [Toray Industries](https://wafergraph.com/company/toray): Japanese materials group; supplies PHOTONEECE photosensitive polyimide used for passivation and dielectric layers in semiconductor packaging.
- [Avantor](https://wafergraph.com/company/avantor): Materials and services supplier of ultrapure process chemicals to fabs.
- [Mitsubishi Chemical Group](https://wafergraph.com/company/mitsubishi_chemical): Diversified chemicals; electronic materials, polishing slurries, and films.
- [LG Innotek](https://wafergraph.com/company/lg_innotek): LG affiliate making IC substrates, camera modules, and components.
- [TOPPAN Holdings](https://wafergraph.com/company/toppan): Major merchant photomask maker within diversified printing group.
- [Dai Nippon Printing](https://wafergraph.com/company/dnp): Top-tier photomask producer alongside its printing businesses.
- [Kingboard Holdings](https://wafergraph.com/company/kingboard): Major maker of copper-clad laminates and PCB materials.
- [Element Solutions](https://wafergraph.com/company/element_solutions): Specialty chemicals for electronics assembly and advanced packaging.
- [AGC Inc.](https://wafergraph.com/company/agc): Glass and chemicals maker; leading EUV photomask blanks and fluorinated gases.
- [AT&S](https://wafergraph.com/company/ats): Austrian high-end IC substrate and PCB maker expanding advanced packaging.
- [Nissan Chemical](https://wafergraph.com/company/nissan_chemical): Specialty chemicals maker; anti-reflective and spin-on materials for fabs.
- [SUMCO](https://wafergraph.com/company/sumco): Second-largest silicon wafer producer, supplying all leading fabs.
- [Sumitomo Chemical](https://wafergraph.com/company/sumitomo_chemical): Diversified chemicals group with significant photoresist business.
- [Umicore](https://wafergraph.com/company/umicore): Belgian materials group supplying sputtering targets, evaporation materials, and copper electroplating chemistries for advanced packaging and semiconductor front-end processes.
- [Jiangsu Nata Opto-electronic Material (Nanda Optoelectronics)](https://wafergraph.com/company/nata_opto): Suzhou maker of MO sources, ALD/CVD precursors, electronic specialty gases and ArF photoresist materials.
- [Wacker Chemie](https://wafergraph.com/company/wacker): Major polysilicon and silicone maker supplying semiconductor-grade silicon.
- [Tosoh](https://wafergraph.com/company/tosoh): Supplies sputtering targets and quartzware for fabs.
- [Materion](https://wafergraph.com/company/materion): Advanced materials maker supplying targets and precious-metal products.
- [Mitsubishi Gas Chemical](https://wafergraph.com/company/mitsubishi_gas): Cleaning chemicals and BT substrate resin maker.
- [Mitsubishi Materials](https://wafergraph.com/company/mitsubishi_materials): Advanced materials; bonding wire, cemented carbide, and low-alpha solder/plating chemicals (exited sputtering targets, complete March 2024).
- [Iwatani](https://wafergraph.com/company/iwatani): Industrial and electronic specialty-gas supplier.
- [Solvay](https://wafergraph.com/company/solvay): Specialty chemicals group supplying high-purity electronic materials.
- [Siltronic](https://wafergraph.com/company/siltronic): Top-four silicon wafer producer headquartered in Munich.
- [Nippon Electric Glass](https://wafergraph.com/company/nippon_electric_glass): Japanese glass maker; supplies through-glass-via (TGV) glass core substrates for advanced chip packaging and image sensor cover glass.
- [Suzhou Crystal Clear Chemical (Jingrui)](https://wafergraph.com/company/crystal_clear_jingrui): Suzhou maker of ultra-high-purity wet chemicals/reagents and photoresist for IC and display manufacturing.
- [Chang Wah Technology](https://wafergraph.com/company/chang_wah): Leadframe and semiconductor packaging materials maker.
- [Tokuyama](https://wafergraph.com/company/tokuyama): Japanese chemical maker; semiconductor-grade polysilicon and fumed silica.
- [Soulbrain](https://wafergraph.com/company/soulbrain): Korea's leading process-chemical and etchant maker, including high-purity HF.
- [Hansol Chemical](https://wafergraph.com/company/hansol_chemical): Korean precursor and process-chemical supplier to memory and logic fabs.
- [Dongjin Semichem](https://wafergraph.com/company/dongjin): Korean photoresist and process-chemical maker supplying Samsung and SK hynix.
- [Wonik Materials](https://wafergraph.com/company/wonik_materials): Korean specialty-gas and precursor supplier for chip fabs.
- [Ohara Inc.](https://wafergraph.com/company/ohara): Japanese optical and electronic glass maker; supplies low-expansion glass-ceramics and quartz glass for semiconductor exposure equipment and photomask substrates.
- [Simmtech](https://wafergraph.com/company/simmtech): Korean maker of semiconductor substrates and memory-module PCBs.
- [Heraeus](https://wafergraph.com/company/heraeus): Family-owned precious metals group supplying targets and bonding wire.
- [SCHOTT AG](https://wafergraph.com/company/schott): German specialty glass maker owned by the Carl Zeiss Foundation; supplies fused quartz for etch/epitaxy/diffusion equipment, photomask blank glass, and photostructurable FOTURAN glass wafers.
- [Shinko Electric Industries](https://wafergraph.com/company/shinko_electric): Package substrate and leadframe maker; taken private by JIC and delisted from TSE in June 2025.
- [SK Siltron](https://wafergraph.com/company/sk_siltron): SK Group's wafer arm; key 300mm supplier to Korean memory fabs.
- [Tanaka Precious Metals](https://wafergraph.com/company/tanaka): Precious-metals group supplying bonding wire, plating, and targets.
- [TanKeBlue Semiconductor](https://wafergraph.com/company/tankeblue): Beijing pioneer of China's SiC substrate industry; a leading SiC monocrystalline substrate supplier.
- [National Silicon Industry Group](https://wafergraph.com/company/nsig): China's largest 300mm silicon wafer maker (Zing Semiconductor).
- [Arkema](https://wafergraph.com/company/arkema): French specialty chemicals group supplying plasma-etch gases (Foranext), ALD/CVD alkylamines, and polyimides for semiconductor and flexible-circuit manufacturing.
- [Albemarle Corporation](https://wafergraph.com/company/albemarle): Lithium and specialty chemicals producer; supplies anhydrous hydrogen bromide for semiconductor plasma etching and butyllithium as an electronic-grade intermediate.
- [ITEQ](https://wafergraph.com/company/iteq): Copper-clad laminate and prepreg maker for high-speed PCBs.
- [Sumitomo Bakelite](https://wafergraph.com/company/sumitomo_bakelite): Semiconductor encapsulation resins and packaging materials.
- [Daeduck Electronics](https://wafergraph.com/company/daeduck): Korean PCB and IC-substrate manufacturer.
- [Ferrotec](https://wafergraph.com/company/ferrotec): Supplies vacuum feedthroughs, ceramics and materials to equipment makers.
- [Nagase & Co.](https://wafergraph.com/company/nagase): Chemicals trading house and electronic-materials maker.
- [Adeka](https://wafergraph.com/company/adeka): Chemicals maker supplying high-k/ALD precursors and additives.
- [Wafer Works](https://wafergraph.com/company/wafer_works): Taiwanese silicon wafer maker focused on prime and reclaim wafers.
- [Solar Applied Materials](https://wafergraph.com/company/solar_applied): Taiwanese sputtering target and precious-metal recycling specialist.
- [Foosung](https://wafergraph.com/company/foosung): Korean fluorine chemicals and specialty-gas maker.
- [Kanto Denka Kogyo](https://wafergraph.com/company/kanto_denka): Specialty fluorine gas and etchant chemical maker.
- [Haesung DS](https://wafergraph.com/company/haesung_ds): Korean leadframe and package-substrate maker.
- [Taiwan Mask Corporation](https://wafergraph.com/company/taiwan_mask): Taiwanese merchant photomask maker.
- [MK Electron](https://wafergraph.com/company/mk_electron): Korean bonding-wire and solder-materials maker.
- [DNF](https://wafergraph.com/company/dnf): Korean maker of CVD/ALD precursors and thin-film materials.
- [Absolics Inc.](https://wafergraph.com/company/absolics): SKC subsidiary building a first-of-its-kind glass core substrate mass-production fab in Covington, Georgia.
- [Brewer Science](https://wafergraph.com/company/brewer_science): Specialty spin-on and temporary-bonding materials for advanced packaging.
- [Doosan Electro-Materials](https://wafergraph.com/company/doosan_electro): Korean copper-clad laminate and IC-substrate materials maker.
- [SK Enpulse](https://wafergraph.com/company/sk_enpulse): SK affiliate; divested CMP pads to Hahn & Co. and blank photomasks to Fusion New Material in 2025; absorbed into parent SKC via merger effective 2025-12-23, ceasing as an operating company.
- [UP Chemical](https://wafergraph.com/company/up_chemical): Korean maker of CVD/ALD precursors for chip fabrication.

### Equipment (Front End) (62)

- [ASML](https://wafergraph.com/company/asml): Sole supplier of EUV lithography machines required for all leading-edge chips.
- [Lasertec](https://wafergraph.com/company/lasertec): Only supplier of actinic EUV photomask inspection systems.
- [Carl Zeiss SMT](https://wafergraph.com/company/zeiss_smt): Sole maker of the precision optics inside every ASML lithography system.
- [TRUMPF](https://wafergraph.com/company/trumpf): Sole supplier of the CO2 drive lasers powering EUV light sources.
- [Lam Research](https://wafergraph.com/company/lam_research): Etch leader, critical to 3D NAND and advanced logic patterning.
- [Applied Materials](https://wafergraph.com/company/applied_materials): Broadest wafer fab equipment maker, leading in deposition and implant.
- [KLA](https://wafergraph.com/company/kla): Dominant in process control: wafer inspection and metrology.
- [Tokyo Electron](https://wafergraph.com/company/tokyo_electron): Japan's biggest fab equipment maker; near-monopoly in coater/developers.
- [Atlas Copco](https://wafergraph.com/company/atlas_copco): Industrial group; Edwards vacuum pumps and abatement for fabs.
- [ASM International](https://wafergraph.com/company/asm_international): Leader in atomic layer deposition (ALD) and epitaxy tools.
- [VAT Group](https://wafergraph.com/company/vat_group): Dominant maker of vacuum valves for semiconductor process tools.
- [SCREEN Holdings](https://wafergraph.com/company/screen_holdings): Leader in wafer cleaning equipment and coater/developer systems.
- [Daifuku](https://wafergraph.com/company/daifuku): Dominant supplier of automated material handling (OHT) inside fabs.
- [AIXTRON](https://wafergraph.com/company/aixtron): Leading MOCVD equipment maker for SiC, GaN and LED production.
- [HPSP](https://wafergraph.com/company/hpsp): Near-monopoly maker of high-pressure hydrogen annealing equipment.
- [MKS Instruments](https://wafergraph.com/company/mks_instruments): Key subsystem supplier: RF power, vacuum gauges, lasers and optics.
- [Ebara](https://wafergraph.com/company/ebara): CMP systems maker and leading dry vacuum pump supplier.
- [Kokusai Electric](https://wafergraph.com/company/kokusai_electric): Specialist in batch thermal deposition furnaces for memory and logic.
- [Nova](https://wafergraph.com/company/nova): Dimensional and materials metrology specialist for process control.
- [Advanced Energy](https://wafergraph.com/company/advanced_energy): Precision power conversion for plasma processes in fab tools.
- [Jusung Engineering](https://wafergraph.com/company/jusung): Korean ALD, CVD, and epitaxy equipment maker.
- [Camtek](https://wafergraph.com/company/camtek): Inspection and metrology for advanced packaging and HBM.
- [Horiba](https://wafergraph.com/company/horiba): Mass-flow controllers and analytical instruments for fabs.
- [INFICON](https://wafergraph.com/company/inficon): Vacuum instrumentation and process-control sensors for fabs.
- [Wonik IPS](https://wafergraph.com/company/wonik_ips): Korean deposition and thermal-process equipment maker for memory fabs.
- [Axcelis Technologies](https://wafergraph.com/company/axcelis): Ion implantation pure-play, strong in power semiconductor fabs.
- [ULVAC](https://wafergraph.com/company/ulvac): Vacuum equipment maker; sputtering and deposition systems for semis.
- [Ushio](https://wafergraph.com/company/ushio): Industrial light source maker for lithography and inspection.
- [Hana Materials Inc.](https://wafergraph.com/company/hana_materials): South Korean maker of silicon and SiC electrodes/rings consumed in semiconductor dry-etch equipment.
- [Brooks Automation](https://wafergraph.com/company/brooks_automation): Vacuum robotics and automation for wafer handling.
- [Hitachi High-Tech](https://wafergraph.com/company/hitachi_high_tech): Hitachi subsidiary strong in conductor etch and CD-SEM metrology.
- [Onto Innovation](https://wafergraph.com/company/onto_innovation): Metrology and inspection for advanced nodes and packaging.
- [Pfeiffer Vacuum](https://wafergraph.com/company/pfeiffer_vacuum): Vacuum-pump maker for semiconductor and analytical applications.
- [SEMES](https://wafergraph.com/company/semes): Samsung's in-house equipment arm; etch, cleaning, and packaging tools.
- [NAURA Technology](https://wafergraph.com/company/naura): China's largest domestic fab equipment maker across etch and deposition.
- [AMEC (Advanced Micro-Fabrication)](https://wafergraph.com/company/amec): Chinese plasma etch maker qualified at advanced foundries.
- [Piotech](https://wafergraph.com/company/piotech): Chinese thin-film deposition (PECVD and ALD) equipment maker.
- [Canon](https://wafergraph.com/company/canon): Supplies KrF/i-line lithography and is commercializing nanoimprint litho.
- [Hwatsing Technology](https://wafergraph.com/company/hwatsing): China's leading domestic CMP (planarization) equipment maker.
- [Zhongke Feice Technology](https://wafergraph.com/company/zhongke_feice): Chinese metrology and inspection equipment maker.
- [Kingsemi](https://wafergraph.com/company/kingsemi): Chinese coater/developer and single-wafer cleaning equipment maker.
- [ACM Research](https://wafergraph.com/company/acm_research): Cleaning equipment challenger with most revenue from China fabs.
- [Nikon](https://wafergraph.com/company/nikon): DUV lithography maker; distant second to ASML in scanners.
- [Shanghai Micro Electronics (SMEE)](https://wafergraph.com/company/smee): China's domestic lithography scanner developer.
- [SiCarrier](https://wafergraph.com/company/sicarrier): Chinese semiconductor-equipment maker spanning process and inspection tools.
- [Bruker](https://wafergraph.com/company/bruker): Scientific instruments maker; metrology and analysis tools for semis.
- [Sumitomo Heavy Industries](https://wafergraph.com/company/sumitomo_heavy): Industrial group making ion implanters and precision equipment.
- [Comet Group](https://wafergraph.com/company/comet): RF power delivery and X-ray systems for semiconductor manufacturing.
- [Ultra Clean Holdings](https://wafergraph.com/company/ultra_clean): Outsourced gas delivery modules and subsystems for equipment OEMs.
- [PSK Inc](https://wafergraph.com/company/psk): Korean dry-strip and etch equipment maker.
- [Veeco Instruments](https://wafergraph.com/company/veeco): Deposition specialist: laser annealing, MBE, ion beam and MOCVD.
- [JEOL](https://wafergraph.com/company/jeol): Electron-beam lithography and e-beam metrology instruments.
- [Eugene Technology](https://wafergraph.com/company/eugene_tech): Korean LPCVD and ALD deposition equipment specialist.
- [Oxford Instruments](https://wafergraph.com/company/oxford_instruments): Plasma etch and deposition tools for compound semis and research.
- [Ichor Holdings](https://wafergraph.com/company/ichor): Fluid delivery subsystems for etch and deposition tools.
- [Park Systems](https://wafergraph.com/company/park_systems): Leading atomic-force-microscopy (AFM) metrology maker.
- [Wonik QnC](https://wafergraph.com/company/wonik_qnc): Korean quartzware and ceramic components maker for fab tools.
- [ClassOne Technology](https://wafergraph.com/company/classone): Wet-processing and electroplating tools for 200mm and specialty fabs.
- [Evatec](https://wafergraph.com/company/evatec): Swiss thin-film deposition (PVD) systems for packaging and photonics.
- [KCTECH](https://wafergraph.com/company/kctech): Korean cleaning and CMP equipment maker.
- [Plasma-Therm](https://wafergraph.com/company/plasma_therm): Plasma etch and deposition systems for specialty and compound-semi devices.
- [Semilab](https://wafergraph.com/company/semilab): Hungarian semiconductor metrology and materials characterization tools.

### Equipment (Back End) (23)

- [Advantest](https://wafergraph.com/company/advantest): Test leader; its testers qualify nearly every AI accelerator and HBM stack.
- [Teradyne](https://wafergraph.com/company/teradyne): One half of the ATE duopoly with Advantest; strong in SoC and analog test.
- [DISCO](https://wafergraph.com/company/disco): Controls most of the market for wafer dicing and grinding equipment.
- [Technoprobe](https://wafergraph.com/company/technoprobe): Leading probe card maker for advanced logic and memory test.
- [BE Semiconductor Industries](https://wafergraph.com/company/besi): Assembly equipment leader and front-runner in hybrid bonding.
- [Hanmi Semiconductor](https://wafergraph.com/company/hanmi_semiconductor): Korean leader in TC bonders used to stack HBM memory.
- [ASMPT](https://wafergraph.com/company/asmpt): Largest back-end assembly and packaging equipment maker; TCB leader.
- [FormFactor](https://wafergraph.com/company/formfactor): World's largest probe card maker for wafer test.
- [Kulicke & Soffa](https://wafergraph.com/company/kulicke_soffa): Dominant in wire bonders; expanding into advanced packaging.
- [TOWA](https://wafergraph.com/company/towa): Leader in semiconductor molding/encapsulation equipment.
- [EV Group](https://wafergraph.com/company/ev_group): Private Austrian leader in wafer bonding and litho for packaging.
- [Chroma ATE](https://wafergraph.com/company/chroma): Taiwanese test and measurement instrument maker for semis and batteries.
- [MPI Corporation](https://wafergraph.com/company/mpi): Probe cards and test and measurement systems maker.
- [Nordson](https://wafergraph.com/company/nordson): Dispensing, bonding inspection, and test systems for electronics and semis.
- [Tokyo Seimitsu (Accretech)](https://wafergraph.com/company/tokyo_seimitsu): Wafer dicing, grinding, and metrology equipment maker.
- [Leeno Industrial](https://wafergraph.com/company/leeno): Korean probe pin and test socket maker.
- [ISC](https://wafergraph.com/company/isc): Korean burn-in and test socket maker.
- [Cohu](https://wafergraph.com/company/cohu): Test handlers, contactors and inspection for back-end test cells.
- [SUSS MicroTec](https://wafergraph.com/company/suss_microtec): Packaging lithography, coaters and bonders for advanced packaging.
- [Hangzhou Changchuan Technology](https://wafergraph.com/company/changchuan): Chinese test handler and tester maker.
- [Beijing Huafeng Test & Control (AccoTest)](https://wafergraph.com/company/huafeng_test): Beijing maker of automated test equipment (ATE) for analog, mixed-signal and power ICs.
- [Aehr Test Systems](https://wafergraph.com/company/aehr): Wafer-level burn-in test systems, used heavily for SiC devices.
- [inTEST](https://wafergraph.com/company/intest): Thermal and test-handling solutions for semiconductor test.

### EDA & IP (28)

- [Arm Holdings](https://wafergraph.com/company/arm): CPU architecture licensed in virtually every smartphone and most edge devices.
- [Cadence Design Systems](https://wafergraph.com/company/cadence): EDA duopolist with Synopsys; strong in analog, PCB and verification.
- [Synopsys](https://wafergraph.com/company/synopsys): Largest EDA vendor and major interface IP supplier; acquired Ansys in 2025.
- [eMemory Technology](https://wafergraph.com/company/ememory): Leading embedded non-volatile memory IP licensor.
- [Adeia Inc.](https://wafergraph.com/company/adeia): Pure-play IP licensor holding foundational DBI hybrid-bonding patents key to HBM stacking and 3D chiplets.
- [Keysight Technologies](https://wafergraph.com/company/keysight): Test and measurement leader; RF, photonic, and high-speed EDA tools.
- [Rambus](https://wafergraph.com/company/rambus): Memory interface chips and high-speed interface IP.
- [Faraday Technology](https://wafergraph.com/company/faraday): Taiwanese ASIC design-service and silicon IP provider.
- [Alphawave Semi](https://wafergraph.com/company/alphawave): High-speed connectivity SerDes IP; acquired by Qualcomm and delisted from LSE in December 2025, now a Qualcomm subsidiary.
- [Siemens EDA](https://wafergraph.com/company/siemens_eda): Third major EDA vendor (ex-Mentor Graphics), a division of Siemens AG.
- [Empyrean Technology](https://wafergraph.com/company/empyrean): China's leading domestic EDA software company.
- [Primarius Technologies](https://wafergraph.com/company/primarius): Chinese EDA maker focused on circuit simulation and device modeling.
- [Silvaco Group, Inc.](https://wafergraph.com/company/silvaco): EDA software (TCAD, SPICE, extraction) and semiconductor IP for power, display, memory and automotive.
- [Aldec, Inc.](https://wafergraph.com/company/aldec): US EDA company providing FPGA/ASIC simulation and functional verification for safety-critical designs.
- [SiFive](https://wafergraph.com/company/sifive): Leading commercial RISC-V CPU IP company.
- [StarFive](https://wafergraph.com/company/starfive): Chinese RISC-V CPU IP and SoC company.
- [VeriSilicon](https://wafergraph.com/company/verisilicon): Chinese IP licensing and turnkey chip design services company.
- [Arteris](https://wafergraph.com/company/arteris): Network-on-chip (NoC) interconnect IP for SoC designs.
- [Ceva](https://wafergraph.com/company/ceva): Licenses DSP, wireless connectivity and edge AI IP cores.
- [M31 Technology](https://wafergraph.com/company/m31): Taiwanese silicon IP licensor of foundation and interface IP.
- [Andes Technology](https://wafergraph.com/company/andes): Taiwanese RISC-V CPU IP vendor.
- [Atomera](https://wafergraph.com/company/atomera): Materials-engineering technology (MST) licensed to chipmakers.
- [Agile Analog](https://wafergraph.com/company/agile_analog): Configurable analog IP for system-on-chips.
- [AnaGlobe Technology, Inc.](https://wafergraph.com/company/anaglobe_technology): Taiwanese EDA firm specializing in IC physical-layout integration and custom layout automation.
- [Codasip](https://wafergraph.com/company/codasip): European RISC-V processor IP company.
- [Flex Logix](https://wafergraph.com/company/flex_logix): Embedded-FPGA IP and AI inference acceleration technology.
- [Imagination Technologies](https://wafergraph.com/company/imagination): GPU and AI IP licensor, owned by Canyon Bridge.
- [Semidynamics](https://wafergraph.com/company/semidynamics): Customizable RISC-V cores with vector and AI extensions.

### Design (Fabless) (93)

- [NVIDIA](https://wafergraph.com/company/nvidia): Dominant AI accelerator and GPU designer; also networking via Mellanox line.
- [Broadcom](https://wafergraph.com/company/broadcom): Networking silicon leader and main designer of hyperscaler custom AI chips.
- [MediaTek](https://wafergraph.com/company/mediatek): Highest-volume smartphone SoC vendor; strong in TV and connectivity chips.
- [Qualcomm](https://wafergraph.com/company/qualcomm): Leading smartphone SoC and modem designer, expanding into PC and auto.
- [ASPEED Technology](https://wafergraph.com/company/aspeed): Dominant supplier of BMC server management chips.
- [Novatek Microelectronics](https://wafergraph.com/company/novatek): Top display driver IC and timing controller designer.
- [Espressif Systems](https://wafergraph.com/company/espressif): Maker of the ubiquitous ESP32 WiFi/Bluetooth microcontrollers.
- [Nordic Semiconductor](https://wafergraph.com/company/nordic_semiconductor): Leader in Bluetooth Low Energy wireless SoCs.
- [Apple](https://wafergraph.com/company/apple): Designs A/M-series SoCs and modems for its own devices; TSMC's largest customer.
- [Alphabet (Google)](https://wafergraph.com/company/alphabet): Designs TPU AI accelerators and Tensor phone SoCs for internal use.
- [Amazon (Annapurna Labs)](https://wafergraph.com/company/amazon): Designs Graviton CPUs and Trainium AI chips for AWS via Annapurna Labs.
- [AMD](https://wafergraph.com/company/amd): x86 CPU and Instinct GPU designer; owns Xilinx FPGA franchise.
- [Marvell Technology](https://wafergraph.com/company/marvell): Data infrastructure silicon: custom AI compute, optical DSPs, storage.
- [Astera Labs](https://wafergraph.com/company/astera_labs): Connectivity chips (retimers, CXL, PCIe switches) for AI servers.
- [Global Unichip (GUC)](https://wafergraph.com/company/guc): TSMC-affiliated ASIC design services company for advanced nodes.
- [Semtech](https://wafergraph.com/company/semtech): LoRa wireless franchise plus optical data center connectivity chips.
- [Lattice Semiconductor](https://wafergraph.com/company/lattice): Leader in small, low-power FPGAs.
- [Realtek Semiconductor](https://wafergraph.com/company/realtek): High-volume connectivity, audio codec and Ethernet chip designer.
- [Rockchip](https://wafergraph.com/company/rockchip): Chinese application processor designer for tablets, IoT and edge AI.
- [Ingenic Semiconductor](https://wafergraph.com/company/ingenic): Chinese MCU, edge SoC, and automotive memory designer.
- [Alchip Technologies](https://wafergraph.com/company/alchip): ASIC design services leader for AI and HPC chips on TSMC processes.
- [Silicon Labs](https://wafergraph.com/company/silicon_labs): Wireless MCUs for IoT: Zigbee, Thread, Matter and BLE.
- [MaxLinear](https://wafergraph.com/company/maxlinear): Broadband, connectivity, and infrastructure mixed-signal chip designer.
- [Amlogic](https://wafergraph.com/company/amlogic): Set-top box, TV and smart home SoC designer.
- [Allwinner Technology](https://wafergraph.com/company/allwinner): Chinese application processor designer for tablets, IoT, and auto.
- [ASMedia Technology](https://wafergraph.com/company/asmedia): High-speed I/O controller designer (USB, PCIe, SATA).
- [Socionext](https://wafergraph.com/company/socionext): Japanese custom SoC design house for auto and data center customers.
- [Nuvoton Technology](https://wafergraph.com/company/nuvoton): Microcontroller and analog maker; owns Panasonic's former semi business.
- [u-blox](https://wafergraph.com/company/ublox): Positioning (GNSS) and wireless communication chips and modules.
- [Raydium Semiconductor](https://wafergraph.com/company/raydium): Display driver IC maker for panels and touch.
- [LX Semicon](https://wafergraph.com/company/lx_semicon): Korea's largest fabless display driver IC designer, an LG affiliate.
- [Airoha Technology](https://wafergraph.com/company/airoha): Wireless connectivity and audio SoC designer in the MediaTek group.
- [Altera](https://wafergraph.com/company/altera): FPGA maker; former Intel PSG, now majority-owned by Silver Lake.
- [HiSilicon](https://wafergraph.com/company/hisilicon): Huawei's chip design arm: Kirin SoCs and Ascend AI accelerators.
- [Cambricon Technologies](https://wafergraph.com/company/cambricon): China's flagship listed AI accelerator designer.
- [Hygon Information Technology](https://wafergraph.com/company/hygon): Chinese x86 CPU and DCU accelerator designer (AMD-licensed lineage).
- [Credo Technology](https://wafergraph.com/company/credo): Active electrical cables and SerDes connectivity for data centers.
- [MetaX Integrated Circuits (Muxi)](https://wafergraph.com/company/metax): Shanghai GPU startup founded by ex-AMD veterans; STAR-listed maker of training and inference GPUs.
- [Loongson Technology](https://wafergraph.com/company/loongson): Chinese CPU designer with its own LoongArch instruction set.
- [Achronix](https://wafergraph.com/company/achronix): Fabless FPGA and embedded-FPGA (eFPGA) IP supplier.
- [Ampere Computing](https://wafergraph.com/company/ampere): Arm-based server CPU designer for cloud and hyperscale.
- [Axelera AI](https://wafergraph.com/company/axelera): European edge AI accelerator startup.
- [Biren Technology](https://wafergraph.com/company/biren): Chinese GPGPU startup for AI training.
- [Cerebras Systems](https://wafergraph.com/company/cerebras): Wafer-scale AI processor maker; IPO process underway.
- [d-Matrix](https://wafergraph.com/company/d_matrix): In-memory-compute AI inference chip startup.
- [Enfabrica Corporation](https://wafergraph.com/company/enfabrica): US fabless startup making the ACF SuperNIC, a 3.2 Tbps GPU networking chip for AI infrastructure.
- [Enflame Technology](https://wafergraph.com/company/enflame): Chinese AI training and inference chip designer backed by Tencent.
- [Etched](https://wafergraph.com/company/etched): Startup building transformer-specialized inference ASICs (Sohu).
- [FuriosaAI](https://wafergraph.com/company/furiosa): Korean AI inference chip startup.
- [Graphcore](https://wafergraph.com/company/graphcore): AI accelerator (IPU) maker; wholly-owned SoftBank subsidiary since July 2024.
- [Groq](https://wafergraph.com/company/groq): AI inference chip and cloud provider built on its LPU architecture.
- [Hailo](https://wafergraph.com/company/hailo): Israeli edge AI accelerator startup.
- [Moore Threads](https://wafergraph.com/company/moore_threads): Chinese GPU startup targeting graphics and AI compute.
- [Rebellions](https://wafergraph.com/company/rebellions): Korean AI accelerator startup formed by merger with Sapeon.
- [SambaNova Systems](https://wafergraph.com/company/sambanova): AI chip and systems startup building reconfigurable dataflow accelerators.
- [Tenstorrent](https://wafergraph.com/company/tenstorrent): AI accelerator and RISC-V IP company led by Jim Keller.
- [UNISOC](https://wafergraph.com/company/unisoc): China's largest independent mobile SoC designer after HiSilicon.
- [Vastai Technologies](https://wafergraph.com/company/vastaitech): Shanghai fabless designer of 7nm general-purpose acceleration chips for AI, video and cloud workloads.
- [Xsight Labs Ltd.](https://wafergraph.com/company/xsight_labs): Israeli fabless startup making the E1 800G DPU and X-series Ultra Ethernet switch silicon for AI data centers.
- [Microsoft](https://wafergraph.com/company/microsoft): Designs Maia AI accelerators and Cobalt server CPUs for Azure.
- [Meta Platforms](https://wafergraph.com/company/meta): Designs MTIA inference accelerators for its own data centers.
- [Tesla](https://wafergraph.com/company/tesla): Designs FSD and AI training chips for its vehicles and data centers.
- [Montage Technology](https://wafergraph.com/company/montage): Memory interface buffer chips for server DIMMs.
- [Synaptics](https://wafergraph.com/company/synaptics): Human interface and IoT connectivity chip designer.
- [Ambarella](https://wafergraph.com/company/ambarella): Low-power computer vision SoCs for cameras and automotive.
- [Himax Technologies](https://wafergraph.com/company/himax): Display drivers plus ultralow-power AI vision sensors.
- [Parade Technologies](https://wafergraph.com/company/parade): High-speed interface and display timing controller designer.
- [Elan Microelectronics](https://wafergraph.com/company/elan): Touchpad, touchscreen, and microcontroller designer.
- [Actions Technology](https://wafergraph.com/company/actions): Audio and IoT SoC designer.
- [Sitronix Technology](https://wafergraph.com/company/sitronix): Taiwanese display driver IC designer.
- [MegaChips](https://wafergraph.com/company/megachips): Japanese ASIC and system-LSI designer.
- [indie Semiconductor](https://wafergraph.com/company/indie_semiconductor): Automotive-focused fabless designer for ADAS and user experience chips.
- [Fitipower](https://wafergraph.com/company/fitipower): Display driver and power management IC designer.
- [Holtek Semiconductor](https://wafergraph.com/company/holtek): Taiwanese microcontroller and analog IC maker.
- [QuickLogic](https://wafergraph.com/company/quicklogic): Low-power FPGA and embedded-FPGA IP company.
- [Valens Semiconductor](https://wafergraph.com/company/valens): Connectivity chip maker (MIPI A-PHY, HDBaseT).
- [Telechips](https://wafergraph.com/company/telechips): Korean automotive infotainment and display SoC designer.
- [Sequans Communications](https://wafergraph.com/company/sequans): Cellular IoT (5G/4G) chipmaker.
- [Blaize](https://wafergraph.com/company/blaize): Edge AI inference processors and a software platform.
- [Cornelis Networks, Inc.](https://wafergraph.com/company/cornelis_networks): US startup building Omni-Path high-performance interconnect fabrics for AI and HPC clusters.
- [Efinix](https://wafergraph.com/company/efinix): FPGA startup with a quantum-fabric architecture for edge applications.
- [Esperanto Technologies](https://wafergraph.com/company/esperanto): RISC-V based AI inference accelerator designer; ceased operations July 2025, IP acquired by Ainekko/Nekko.ai.
- [Gowin Semiconductor](https://wafergraph.com/company/gowin): Chinese FPGA maker.
- [Ilitek](https://wafergraph.com/company/ilitek): Touch and display driver IC designer.
- [Kneron](https://wafergraph.com/company/kneron): Edge AI neural-processing chips and software.
- [Mythic](https://wafergraph.com/company/mythic): Analog in-memory-compute AI inference chip startup.
- [Panmnesia](https://wafergraph.com/company/panmnesia): South Korean fabless startup shipping CXL 3.2 fabric switch silicon for composable AI memory disaggregation.
- [Phytium](https://wafergraph.com/company/phytium): Chinese Arm-based server and desktop CPU designer.
- [SiMa.ai](https://wafergraph.com/company/sima_ai): Edge AI MLSoC for embedded, robotics, and automotive inference.
- [SiPearl](https://wafergraph.com/company/sipearl): European HPC processor designer (Rhea) for exascale computing.
- [Telink Semiconductor](https://wafergraph.com/company/telink): Low-power wireless IoT SoC designer.
- [Ventana Micro Systems](https://wafergraph.com/company/ventana): RISC-V data-center CPU chiplet designer.
- [Zhaoxin](https://wafergraph.com/company/zhaoxin): Chinese x86 CPU joint venture between VIA and the Shanghai government.

### IDM (21)

- [Texas Instruments](https://wafergraph.com/company/ti): Largest analog chipmaker, manufacturing on its own 300mm fabs.
- [Analog Devices](https://wafergraph.com/company/adi): High-performance analog leader: converters, amplifiers, power.
- [Sony Semiconductor Solutions](https://wafergraph.com/company/sony): Dominant CMOS image sensor maker for smartphones and cameras.
- [Infineon Technologies](https://wafergraph.com/company/infineon): World's top power semiconductor maker; strong in auto and SiC/GaN.
- [Innoscience](https://wafergraph.com/company/innoscience): World's largest GaN power device maker, an integrated manufacturer.
- [Samsung Electronics](https://wafergraph.com/company/samsung): World's largest memory maker, plus leading-edge foundry and Exynos design.
- [NXP Semiconductors](https://wafergraph.com/company/nxp): Automotive and edge processing IDM: MCUs, radar, secure connectivity.
- [STMicroelectronics](https://wafergraph.com/company/stmicro): European IDM spanning MCUs, sensors, analog and SiC power.
- [Microchip Technology](https://wafergraph.com/company/microchip): MCU and analog IDM with broad industrial catalog and FPGA line.
- [Renesas Electronics](https://wafergraph.com/company/renesas): Japanese MCU and analog IDM focused on automotive and industrial.
- [onsemi](https://wafergraph.com/company/onsemi): Power and sensing IDM; top-two in SiC and auto image sensors.
- [China Resources Microelectronics](https://wafergraph.com/company/cr_micro): China's largest power-focused integrated device manufacturer.
- [ROHM](https://wafergraph.com/company/rohm): Japanese power and analog IDM; early mover in SiC devices.
- [Silan Microelectronics](https://wafergraph.com/company/silan): Chinese power and analog integrated device manufacturer.
- [Magnachip Semiconductor](https://wafergraph.com/company/magnachip): Display driver and power IDM with analog mixed-signal heritage.
- [BYD Semiconductor](https://wafergraph.com/company/byd_semi): BYD's chip arm; automotive IGBTs and SiC power devices.
- [Intel](https://wafergraph.com/company/intel): x86 CPU IDM building an external foundry business on 18A and beyond.
- [Robert Bosch](https://wafergraph.com/company/bosch): Top automotive MEMS sensor maker with growing SiC fab capacity.
- [Toshiba](https://wafergraph.com/company/toshiba): Power semiconductor and storage group; taken private by JIP in 2023.
- [Wolfspeed](https://wafergraph.com/company/wolfspeed): SiC wafer and device pure-play; restructured through Chapter 11 in 2025.
- [Pragmatic Semiconductor](https://wafergraph.com/company/pragmatic): UK maker of ultra-low-cost flexible thin-film chips.

### Foundry (15)

- [TSMC](https://wafergraph.com/company/tsmc): World's dominant foundry, manufacturing nearly all leading-edge chips.
- [Win Semiconductors](https://wafergraph.com/company/win_semi): World's largest GaAs RF foundry.
- [SMIC](https://wafergraph.com/company/smic): China's largest foundry, pushing advanced nodes despite export controls.
- [United Microelectronics (UMC)](https://wafergraph.com/company/umc): Taiwan's second foundry, strong in mature and specialty nodes.
- [GlobalFoundries](https://wafergraph.com/company/globalfoundries): Largest US-based pure-play foundry, focused on specialty nodes.
- [Tower Semiconductor](https://wafergraph.com/company/tower): Specialty analog foundry: RF-SOI, SiGe, sensors, power.
- [Nexchip Semiconductor](https://wafergraph.com/company/nexchip): Chinese specialty foundry for display drivers and image sensors.
- [Powerchip (PSMC)](https://wafergraph.com/company/psmc): Taiwanese foundry spanning memory and logic specialty processes.
- [Vanguard International (VIS)](https://wafergraph.com/company/vis): TSMC-affiliated specialty foundry for display drivers and power.
- [Hua Hong Semiconductor](https://wafergraph.com/company/hua_hong): China's second foundry, specialty and power-focused.
- [Rapidus](https://wafergraph.com/company/rapidus): Government-backed Japanese foundry targeting 2nm production in 2027.
- [DB HiTek](https://wafergraph.com/company/db_hitek): Korean 200mm analog and power specialty foundry.
- [SkyWater Technology](https://wafergraph.com/company/skywater): US specialty foundry with DARPA-trusted domestic manufacturing.
- [X-FAB](https://wafergraph.com/company/xfab): European analog/mixed-signal and SiC specialty foundry.
- [Polar Semiconductor](https://wafergraph.com/company/polar_semi): US specialty analog and power semiconductor foundry.

### Memory (30)

- [Seagate Technology Holdings](https://wafergraph.com/company/seagate): Hard disk drive maker; one of two dominant HDD suppliers to hyperscale and enterprise data centers.
- [Western Digital](https://wafergraph.com/company/western_digital): Hard disk drive maker; refocused on HDDs after spinning off its NAND/flash business as SanDisk in February 2025.
- [Phison Electronics](https://wafergraph.com/company/phison): Leading NAND flash controller and storage-solution designer.
- [Silicon Motion](https://wafergraph.com/company/silicon_motion): Leading NAND controller designer for SSDs and embedded storage.
- [Kingston Technology](https://wafergraph.com/company/kingston): World's largest independent DRAM module and SSD maker.
- [SK hynix](https://wafergraph.com/company/sk_hynix): HBM leader supplying NVIDIA; top-two in DRAM, owns Solidigm NAND.
- [GigaDevice Semiconductor](https://wafergraph.com/company/gigadevice): Top-three NOR flash vendor and Chinese MCU designer.
- [NetApp](https://wafergraph.com/company/netapp): Enterprise storage systems and data-management software vendor (ONTAP, all-flash arrays) for on-premises and cloud data centers.
- [Macronix International](https://wafergraph.com/company/macronix): Leading NOR flash and ROM maker.
- [ADATA Technology](https://wafergraph.com/company/adata): Memory module and SSD maker.
- [SMART Modular Technologies](https://wafergraph.com/company/smart_modular): Specialty memory modules and storage (Penguin Solutions).
- [Kioxia Holdings](https://wafergraph.com/company/kioxia): NAND inventor (ex-Toshiba Memory); operates JV fabs with SanDisk.
- [Micron Technology](https://wafergraph.com/company/micron): Only US-based DRAM/NAND maker; ramping HBM for AI accelerators.
- [SanDisk](https://wafergraph.com/company/sandisk): NAND and SSD maker spun out of Western Digital in 2025.
- [Solidigm](https://wafergraph.com/company/solidigm): NAND flash and enterprise SSD maker, an SK Hynix subsidiary.
- [Shenzhen Longsys Electronics](https://wafergraph.com/company/longsys): NAND/DRAM module maker; owner of the Lexar consumer-storage brand (acquired from Micron) and FORESEE industrial-storage brand.
- [ChangXin Memory (CXMT)](https://wafergraph.com/company/cxmt): China's domestic DRAM champion, scaling DDR5 and early HBM.
- [Yangtze Memory (YMTC)](https://wafergraph.com/company/ymtc): China's NAND flash champion with Xtacking architecture.
- [Nanya Technology](https://wafergraph.com/company/nanya): Taiwanese DRAM maker focused on specialty and consumer DRAM.
- [Winbond Electronics](https://wafergraph.com/company/winbond): Specialty memory maker: NOR flash and niche DRAM.
- [Innodisk](https://wafergraph.com/company/innodisk): Industrial-grade memory and embedded storage maker.
- [Transcend Information](https://wafergraph.com/company/transcend): Memory module, flash, and embedded storage maker.
- [Giantec Semiconductor](https://wafergraph.com/company/giantec): Chinese EEPROM and mixed-signal chip designer.
- [Apacer Technology](https://wafergraph.com/company/apacer): Industrial-grade memory modules and solid-state drives.
- [Team Group](https://wafergraph.com/company/team_group): Memory module and storage products maker.
- [Weebit Nano](https://wafergraph.com/company/weebit): ReRAM (resistive RAM) non-volatile memory IP developer.
- [Everspin Technologies](https://wafergraph.com/company/everspin): Commercial MRAM maker for industrial and aerospace.
- [Ferroelectric Memory Company](https://wafergraph.com/company/ferroelectric_memory): FeFET ferroelectric non-volatile memory IP.
- [Integrated Silicon Solution](https://wafergraph.com/company/issi): Specialty DRAM and SRAM for automotive, industrial, and comms.
- [Netlist](https://wafergraph.com/company/netlist): Memory-module maker and memory-technology IP licensor.

### Analog, Power, RF (59)

- [Murata Manufacturing](https://wafergraph.com/company/murata): World leader in RF filters, modules and MLCC components.
- [TE Connectivity](https://wafergraph.com/company/te_connectivity): Maker of connectors and sensors for harsh environments, serving automotive, industrial, aerospace/defense and communications customers.
- [Yageo](https://wafergraph.com/company/yageo): World's top chip-resistor maker and a leading MLCC supplier.
- [TDK](https://wafergraph.com/company/tdk): Electronic components maker; SAW filters, MLCCs, and MEMS sensors.
- [SiTime](https://wafergraph.com/company/sitime): Leader in MEMS-based timing devices replacing quartz oscillators.
- [Nichicon](https://wafergraph.com/company/nichicon): One of the world's top makers of aluminum electrolytic and conductive-polymer capacitors.
- [Nippon Chemi-Con](https://wafergraph.com/company/nippon_chemicon): One of the world's top makers of aluminum electrolytic capacitors and capacitor materials (electrode foils).
- [Amphenol](https://wafergraph.com/company/amphenol): Diversified maker of electrical, electronic and fiber-optic connectors, interconnect systems, antennas and sensors; expanding fast in AI data-center interconnect.
- [Mitsubishi Electric](https://wafergraph.com/company/mitsubishi_electric): Power module heavyweight in industrial, rail and SiC.
- [Monolithic Power Systems](https://wafergraph.com/company/mps): Fabless high-performance power management IC designer; key in AI servers.
- [MACOM Technology](https://wafergraph.com/company/macom): RF, microwave and photonic semiconductors for telecom and defense.
- [Will Semiconductor (OmniVision)](https://wafergraph.com/company/will_semiconductor): Owner of OmniVision, a top-three CMOS image sensor designer.
- [Asahi Kasei Microdevices (AKM)](https://wafergraph.com/company/asahi_kasei): Audio codec, converter, and magnetic sensor IC maker (AKM).
- [Skyworks Solutions](https://wafergraph.com/company/skyworks): RF front-end module maker for smartphones; large Apple exposure.
- [Fuji Electric](https://wafergraph.com/company/fuji_electric): Major IGBT and power module maker for industry and rail.
- [Qorvo](https://wafergraph.com/company/qorvo): RF front-end and defense GaN supplier.
- [Vicor](https://wafergraph.com/company/vicor): Modular power-conversion components for AI servers and industry.
- [Taiyo Yuden](https://wafergraph.com/company/taiyo_yuden): Leading maker of MLCCs and inductors.
- [Yangzhou Yangjie Electronic](https://wafergraph.com/company/yangjie): Chinese discrete and power semiconductor maker.
- [Allegro MicroSystems](https://wafergraph.com/company/allegro): Magnetic sensor and power IC leader for automotive.
- [Silergy](https://wafergraph.com/company/silergy): Leading China-based analog and power management IC designer.
- [Vishay Intertechnology](https://wafergraph.com/company/vishay): Broadline discrete semiconductor and passive component maker.
- [Walsin Technology](https://wafergraph.com/company/walsin): Major MLCC and chip-resistor manufacturer.
- [Diodes Incorporated](https://wafergraph.com/company/diodes_inc): High-volume discrete and analog supplier for consumer and auto.
- [Knowles](https://wafergraph.com/company/knowles): MEMS microphones and acoustic and capacitor components.
- [Melexis](https://wafergraph.com/company/melexis): Automotive mixed-signal sensor IC specialist.
- [Power Integrations](https://wafergraph.com/company/power_integrations): Leader in high-voltage AC-DC conversion ICs.
- [ams OSRAM](https://wafergraph.com/company/ams_osram): Optical sensor and LED maker for consumer and automotive.
- [Sanken Electric](https://wafergraph.com/company/sanken): Japanese power semiconductor and power IC maker.
- [Alpha and Omega Semiconductor](https://wafergraph.com/company/alpha_omega): Power MOSFET and power IC designer.
- [Molex](https://wafergraph.com/company/molex): Electronic, electrical and fiber-optic connector maker; wholly owned subsidiary of Koch Industries since 2013.
- [Nexperia](https://wafergraph.com/company/nexperia): High-volume discretes maker (ex-NXP unit); Wingtech-owned, under Dutch oversight.
- [Semikron Danfoss](https://wafergraph.com/company/semikron): Power-semiconductor modules for industrial drives and EVs.
- [SG Micro](https://wafergraph.com/company/sg_micro): Chinese analog IC designer in power management and signal chain.
- [3Peak](https://wafergraph.com/company/3peak): Chinese high-performance analog IC designer.
- [Maxscend Microelectronics](https://wafergraph.com/company/maxscend): Chinese RF front-end chip designer.
- [NOVOSENSE Microelectronics](https://wafergraph.com/company/novosense): Chinese analog and sensor IC challenger in auto and industrial.
- [StarPower Semiconductor](https://wafergraph.com/company/starpower): Chinese IGBT and power module maker.
- [Navitas Semiconductor](https://wafergraph.com/company/navitas): Fabless GaN and SiC power IC designer.
- [Cambridge GaN Devices (CGD)](https://wafergraph.com/company/cambridge_gan_devices): UK fabless GaN power company spun out of Cambridge University; enhancement-mode ICeGaN transistors.
- [VisIC Technologies](https://wafergraph.com/company/visic_technologies): Israeli fabless developer of high-voltage GaN power devices (D3GaN) for EV inverters and data centers.
- [BizLink Holding](https://wafergraph.com/company/bizlink): Cable-assembly and connector maker serving AI data-center, automotive/EV and industrial customers.
- [Littelfuse](https://wafergraph.com/company/littelfuse): Circuit protection leader with growing power semiconductor line.
- [Cirrus Logic](https://wafergraph.com/company/cirrus_logic): Audio and mixed-signal chips; heavily concentrated in Apple devices.
- [Lotes Co.](https://wafergraph.com/company/lotes): Precision connector maker specializing in CPU sockets, memory connectors and I/O connectors.
- [Goodix Technology](https://wafergraph.com/company/goodix): Fingerprint sensor and touch controller supplier to Android phones.
- [Awinic Technology](https://wafergraph.com/company/awinic): Chinese analog and mixed-signal designer of audio amps and haptics.
- [Sensirion](https://wafergraph.com/company/sensirion): Environmental and flow sensor solutions.
- [Sino Wealth Electronic](https://wafergraph.com/company/sino_wealth): Chinese MCU and mixed-signal chip designer.
- [Chipsea Technologies](https://wafergraph.com/company/chipsea): Chinese mixed-signal and MCU chipmaker.
- [Egis Technology](https://wafergraph.com/company/egis): Fingerprint sensor and security IC designer.
- [Chilisin Electronics](https://wafergraph.com/company/chilisin): Inductor and magnetic-component maker; Yageo-owned since 2022, brand folded into Pulse Electronics (still trades as TWSE: 2425).
- [Guerrilla RF, Inc.](https://wafergraph.com/company/guerrilla_rf): Greensboro, NC fabless RF/microwave (MMIC) supplier; LNAs, gain blocks, switches, attenuators and PAs.
- [Bourns](https://wafergraph.com/company/bourns): Circuit protection, passives, and power components.
- [Efficient Power Conversion](https://wafergraph.com/company/epc): Gallium-nitride (GaN) power transistors and integrated circuits.
- [Rubycon Corporation](https://wafergraph.com/company/rubycon): Privately held Japanese maker of electrolytic and film capacitors and switching power-supply units.
- [Samtec](https://wafergraph.com/company/samtec): Privately held maker of high-speed board-to-board connectors, cable assemblies and optical interconnects.
- [SemiQ Inc.](https://wafergraph.com/company/semiq): Lake Forest, CA maker of SiC power semiconductors and 150mm SiC epitaxial wafers for high-voltage uses.
- [TagoreTech (Tagore Technology)](https://wafergraph.com/company/tagore_technology): US fabless GaN-on-Si RF specialist (Arlington Heights, IL); switches, LNAs and PA modules for 5G.

### OSAT (22)

- [ASE Technology](https://wafergraph.com/company/ase): World's largest OSAT, includes SPIL; key advanced packaging partner.
- [JCET Group](https://wafergraph.com/company/jcet): China's largest OSAT (includes former STATS ChipPAC).
- [Tongfu Microelectronics](https://wafergraph.com/company/tongfu): Chinese OSAT and AMD's main packaging partner via JV fabs.
- [Amkor Technology](https://wafergraph.com/company/amkor): Second-largest OSAT; building advanced packaging capacity in Arizona.
- [King Yuan Electronics (KYEC)](https://wafergraph.com/company/kyec): Largest dedicated test house; heavy AI GPU test exposure.
- [Huatian Technology](https://wafergraph.com/company/huatian): Top-three Chinese OSAT provider.
- [Powertech Technology (PTI)](https://wafergraph.com/company/powertech): Memory-focused OSAT leader in Taiwan.
- [Chipbond Technology](https://wafergraph.com/company/chipbond): Display-driver IC bumping, COG, and gold-bump packaging and test leader.
- [Unisem](https://wafergraph.com/company/unisem): Malaysian OSAT providing chip assembly and test services.
- [Deca Technologies](https://wafergraph.com/company/deca_technologies): Independent licensor of M-Series fan-out wafer-level packaging with Adaptive Patterning die-shift correction.
- [Sigurd Microelectronics](https://wafergraph.com/company/sigurd): Taiwanese IC final-test and assembly provider.
- [Greatek Electronics](https://wafergraph.com/company/greatek): Taiwanese OSAT specializing in memory and logic packaging.
- [ChipMOS Technologies](https://wafergraph.com/company/chipmos): OSAT focused on display driver and memory packaging/test.
- [SFA Semicon](https://wafergraph.com/company/sfa_semicon): Korean OSAT, the former STS Semiconductor.
- [Orient Semiconductor (OSE)](https://wafergraph.com/company/ose): Taiwanese outsourced assembly and test provider.
- [Nepes](https://wafergraph.com/company/nepes): Korean OSAT specializing in fan-out advanced packaging.
- [LB Semicon](https://wafergraph.com/company/lb_semicon): Korean OSAT focused on display driver packaging.
- [Hana Micron](https://wafergraph.com/company/hana_micron): Korean OSAT serving Samsung and SK hynix memory packaging.
- [Integra Technologies](https://wafergraph.com/company/integra_tech): US OSAT for high-reliability and defense applications.
- [Lingsen Precision](https://wafergraph.com/company/lingsen): Taiwanese outsourced assembly and test provider.
- [UTAC Holdings](https://wafergraph.com/company/utac): Singapore-based OSAT for analog and mixed-signal devices.
- [Walton Advanced Engineering](https://wafergraph.com/company/walton): Memory and logic packaging and test services.

### Distribution & Misc (52)

- [InnoLight Technology](https://wafergraph.com/company/innolight): Leading optical transceiver maker for AI data centers.
- [Corning Incorporated](https://wafergraph.com/company/corning): Optical fiber, cable, and glass materials maker; top global producer of optical fiber for AI data center interconnect and a first-mover in glass-core substrates for advanced chip packaging.
- [Hon Hai (Foxconn)](https://wafergraph.com/company/foxconn): World's largest electronics contract manufacturer; builds AI servers.
- [Quanta Computer](https://wafergraph.com/company/quanta): Top ODM building AI servers for hyperscalers.
- [WT Microelectronics](https://wafergraph.com/company/wt_micro): Major Asian semiconductor distributor that acquired Future Electronics.
- [WPG Holdings](https://wafergraph.com/company/wpg): World's largest semiconductor component distributor.
- [Hamamatsu Photonics](https://wafergraph.com/company/hamamatsu): Leading maker of photonic devices, sensors, and light sources.
- [Eoptolink Technology](https://wafergraph.com/company/eoptolink): Optical transceiver maker for AI data centers.
- [Lumentum Holdings](https://wafergraph.com/company/lumentum): Optical components and lasers for datacom transceivers and 3D sensing.
- [Luxshare Precision Industry](https://wafergraph.com/company/luxshare): Began as a connector/cable maker, now Apple's largest China-based components supplier and assembler of AirPods, Apple Watch and iPhone.
- [Coherent](https://wafergraph.com/company/coherent): Photonics conglomerate: optical transceivers, lasers, SiC materials.
- [Lenovo](https://wafergraph.com/company/lenovo): Global PC and server maker; ISG builds AI servers.
- [Sumitomo Electric Industries](https://wafergraph.com/company/sumitomo_electric): Optical fiber, compound-semiconductor devices, and EV power modules.
- [Celestica](https://wafergraph.com/company/celestica): EMS/ODM supplier of data-center hardware and AI systems.
- [Flex Ltd.](https://wafergraph.com/company/flex_ltd): Electronics manufacturing services (EMS)/ODM provider; builds data-center power and liquid-cooling hardware, including JetCool technology acquired in 2024, alongside contract manufacturing.
- [Jabil](https://wafergraph.com/company/jabil): Global EMS manufacturer building electronics and data-center hardware.
- [Accelink Technologies](https://wafergraph.com/company/accelink): Chinese optical component and transceiver maker.
- [Wistron](https://wafergraph.com/company/wistron): Taiwanese ODM building servers and AI systems for hyperscalers.
- [Furukawa Electric](https://wafergraph.com/company/furukawa): Optical fiber, components, and electronic materials maker.
- [Inspur](https://wafergraph.com/company/inspur): Chinese server and AI-system maker.
- [Fabrinet](https://wafergraph.com/company/fabrinet): Contract manufacturer of optical and photonic components.
- [Arrow Electronics](https://wafergraph.com/company/arrow): Global electronic component distributor and supply chain services.
- [Sanmina Corporation](https://wafergraph.com/company/sanmina): Electronics manufacturing services (EMS) provider; acquired AMD's ZT Systems data-center infrastructure manufacturing business in October 2025.
- [Avnet](https://wafergraph.com/company/avnet): Global distributor with strong design-chain services.
- [Gigabyte Technology](https://wafergraph.com/company/gigabyte): Server, GPU, and motherboard maker for AI and data centers.
- [Pegatron](https://wafergraph.com/company/pegatron): Electronics ODM for computing, networking, and servers.
- [Inventec](https://wafergraph.com/company/inventec): Server and AI-system ODM for cloud data centers.
- [Compal Electronics](https://wafergraph.com/company/compal): Taiwanese ODM; world's #2 notebook-PC manufacturer, increasingly building AI servers.
- [Macnica Holdings](https://wafergraph.com/company/macnica): Japan's largest semiconductor distributor.
- [DigiKey](https://wafergraph.com/company/digikey): Large catalog distributor of electronic components.
- [Mouser Electronics](https://wafergraph.com/company/mouser): Catalog distributor of semiconductors and components, owned by TTI.
- [TTI, Inc.](https://wafergraph.com/company/tti): Specialty distributor of passive, connector, and electromechanical parts.
- [Wiwynn](https://wafergraph.com/company/wiwynn): Hyperscale AI server and storage ODM (Wistron group).
- [Ayar Labs](https://wafergraph.com/company/ayar_labs): Co-packaged optical I/O chiplets for AI compute interconnect.
- [Celestial AI](https://wafergraph.com/company/celestial_ai): Optical interconnect (Photonic Fabric) startup for AI; being acquired by Marvell (definitive agreement announced, expected close ~Q1 CY2026).
- [EFFECT Photonics](https://wafergraph.com/company/effect_photonics): Eindhoven fabless coherent-transceiver company delivering compact InP coherent modules for metro and DCI.
- [Lightmatter](https://wafergraph.com/company/lightmatter): Photonic interconnect and compute startup for AI data centers.
- [Ranovus Inc.](https://wafergraph.com/company/ranovus): Ottawa CPO startup with the monolithic ODIN electro-photonic chip platform for AI datacenter interconnects.
- [Applied Optoelectronics](https://wafergraph.com/company/applied_opto): Optical transceiver and component maker.
- [Plexus Corp.](https://wafergraph.com/company/plexus): Electronics manufacturing services provider focused on complex, regulated products for healthcare, aerospace/defense and industrial customers.
- [Benchmark Electronics](https://wafergraph.com/company/benchmark_electronics): Electronics manufacturing services provider specializing in aerospace/defense, medical, industrial and semiconductor-capital-equipment customers.
- [PDF Solutions](https://wafergraph.com/company/pdf_solutions): Yield analytics and process control software for fabs.
- [Supreme Electronics](https://wafergraph.com/company/supreme_electronics): Taiwanese electronic-component distributor.
- [POET Technologies](https://wafergraph.com/company/poet): Optical interposer and engine maker for transceivers.
- [Aeva Technologies](https://wafergraph.com/company/aeva): FMCW lidar-on-chip sensors for automotive and industrial use.
- [Weikeng Industrial](https://wafergraph.com/company/weikeng): Asia-Pacific semiconductor and component distributor.
- [Avicena Tech Corp.](https://wafergraph.com/company/avicena): Sunnyvale startup pioneering low-power microLED-based optical interconnects for chip-to-chip AI links.
- [nLight](https://wafergraph.com/company/nlight): Semiconductor and fiber laser maker.
- [OpenLight Photonics, Inc.](https://wafergraph.com/company/openlight_photonics): Silicon photonics IP company licensing integrated laser-on-silicon PDKs for AI datacenter interconnects.
- [Rutronik](https://wafergraph.com/company/rutronik): European electronic component distributor.
- [Sondrel](https://wafergraph.com/company/sondrel): Custom SoC design and turnkey ASIC services (renamed Aion Silicon, April 2025).
- [Source Photonics](https://wafergraph.com/company/source_photonics): Optical transceivers for data-center and telecom networks.

### AI & Data Center (110)

- [Caterpillar](https://wafergraph.com/company/caterpillar): Manufactures diesel and natural-gas generator sets and grid-forming battery energy storage systems for data-center backup and prime power.
- [Dell Technologies](https://wafergraph.com/company/dell): Top AI server and infrastructure systems integrator.
- [Arista Networks](https://wafergraph.com/company/arista): High-speed data-center switching for AI back-end networks.
- [GE Vernova](https://wafergraph.com/company/ge_vernova): Manufactures power transformers, grid switchgear, and gas turbines that connect AI data centers to the electrical grid.
- [Schneider Electric](https://wafergraph.com/company/schneider): Energy management and data-center power/cooling infrastructure.
- [ABB Ltd](https://wafergraph.com/company/abb): Supplies electrification equipment for data centers, including switchgear, power distribution units, and solid-state medium-voltage UPS systems.
- [Delta Electronics](https://wafergraph.com/company/delta_electronics): Power supplies, cooling, and power management for data centers and EVs.
- [Siemens Energy AG](https://wafergraph.com/company/siemens_energy): Manufactures power transformers and grid technology for data-center power connections, and is investing $1 billion to expand US grid-equipment manufacturing.
- [Equinix](https://wafergraph.com/company/equinix): World's largest data-center and interconnection REIT.
- [Quanta Services](https://wafergraph.com/company/quanta_services): Provides electrical engineering, procurement and construction (EPC) services for data-center power infrastructure, including transmission lines and substations.
- [Trane Technologies plc](https://wafergraph.com/company/trane_technologies): Manufactures chillers and liquid cooling systems for data centers, including a thermal management reference design co-developed with NVIDIA, and acquired liquid-cooling company LiquidStack in 2026.
- [Vertiv](https://wafergraph.com/company/vertiv): Leading data-center power and liquid-cooling systems maker.
- [Johnson Controls International plc](https://wafergraph.com/company/johnson_controls): Manufactures YORK-brand chillers for data-center cooling and has invested in liquid-cooling technology company Accelsius.
- [Bloom Energy](https://wafergraph.com/company/bloom_energy): Manufactures solid oxide fuel cells deployed as on-site power sources for AI data centers, with supply agreements including Oracle and Equinix.
- [Cummins](https://wafergraph.com/company/cummins): Manufactures diesel and natural-gas backup generator sets for data centers.
- [Digital Realty](https://wafergraph.com/company/digital_realty): Global data-center REIT; major hyperscale and AI capacity provider.
- [CoreWeave](https://wafergraph.com/company/coreweave): Largest pure-play GPU cloud (neocloud) renting NVIDIA capacity for AI.
- [Accton Technology Corporation](https://wafergraph.com/company/accton_technology): Taiwan ODM/OEM of data-center and enterprise switches, including 400G AI/ML white-box fabrics.
- [CoolIT Systems Inc.](https://wafergraph.com/company/coolit_systems): Direct liquid cooling (DLC) systems and coolant distribution units for data centers and HPC.
- [Hitachi Energy](https://wafergraph.com/company/hitachi_energy): Manufactures power transformers and grid-to-rack power conversion equipment for data centers; a wholly owned subsidiary of Hitachi Ltd, headquartered in Zurich.
- [OpenAI](https://wafergraph.com/company/openai): Leading AI lab (ChatGPT); designing custom inference silicon with Broadcom.
- [Rittal](https://wafergraph.com/company/rittal): Manufactures IT enclosures, racks, and cooling systems for data centers; the world's largest enclosure manufacturer, privately held as part of the family-owned Friedhelm Loh Group.
- [STULZ](https://wafergraph.com/company/stulz): Manufactures precision air conditioning and liquid cooling systems for data centers; a privately held, family-owned company headquartered in Hamburg.
- [Tencent](https://wafergraph.com/company/tencent): Chinese internet and cloud giant developing in-house AI silicon.
- [Oracle](https://wafergraph.com/company/oracle): Enterprise software giant; OCI is a fast-growing AI cloud renting GPUs.
- [Cisco Systems](https://wafergraph.com/company/cisco): Networking giant supplying AI data-center switching and silicon.
- [Alibaba Group](https://wafergraph.com/company/alibaba): Chinese cloud leader; T-Head designs Yitian CPUs and Hanguang AI chips.
- [IBM](https://wafergraph.com/company/ibm): Enterprise computing and cloud; designs its own Power and Telum chips.
- [Eaton](https://wafergraph.com/company/eaton): Electrical power management and data-center power infrastructure.
- [Parker Hannifin](https://wafergraph.com/company/parker_hannifin): Manufactures liquid-cooling quick disconnects, sensors, and fluid-transfer components for data-center thermal management systems.
- [NTT](https://wafergraph.com/company/ntt_data): Japanese telecom giant; NTT Global Data Centers is a top-five operator.
- [American Tower](https://wafergraph.com/company/american_tower): Communications-infrastructure REIT; owns CoreSite data centers.
- [Emerson Electric](https://wafergraph.com/company/emerson_electric): Supplies automation, measurement, and control systems for data-center power and cooling infrastructure, including DCIM and building management software.
- [Hewlett Packard Enterprise](https://wafergraph.com/company/hpe): Enterprise servers, HPC, and AI systems (incl. Cray).
- [Nokia](https://wafergraph.com/company/nokia): Telecom and data-center networking systems and optical transport.
- [Ciena](https://wafergraph.com/company/ciena): Optical networking and coherent transport for data-center interconnect.
- [Legrand SA](https://wafergraph.com/company/legrand): Supplies power distribution and control equipment for data centers, including rack PDUs and busway, through its Data, Power and Control division.
- [Asia Vital Components Co., Ltd.](https://wafergraph.com/company/asia_vital_components): Taiwanese thermal-solutions maker: fans, heat sinks, vapor chambers and liquid cooling for AI servers.
- [Iron Mountain](https://wafergraph.com/company/iron_mountain): Records-management REIT with a fast-growing data-center business.
- [Baidu](https://wafergraph.com/company/baidu): Chinese AI and cloud leader; designs Kunlun AI accelerators.
- [Super Micro Computer](https://wafergraph.com/company/supermicro): AI server and liquid-cooled rack systems builder.
- [nVent Electrical](https://wafergraph.com/company/nvent): Electrical connection, protection, and liquid-cooling enclosures.
- [Hubbell Incorporated](https://wafergraph.com/company/hubbell): Supplies electrical products for data centers, including power distribution units, cable management, and structured cabling, through its Electrical and Utility Solutions segments.
- [ZTE](https://wafergraph.com/company/zte): Chinese telecom-equipment maker; designs chips via its Sanechips unit.
- [Pure Storage](https://wafergraph.com/company/pure_storage): All-flash storage systems for AI and enterprise data centers.
- [Lite-On Technology](https://wafergraph.com/company/liteon): Power supplies and optoelectronics for servers and electronics.
- [GDS Holdings](https://wafergraph.com/company/gds): Leading Chinese data-center developer and operator.
- [NEXTDC](https://wafergraph.com/company/nextdc): Australian hyperscale data-center operator.
- [Core Scientific](https://wafergraph.com/company/core_scientific): Data-center operator hosting HPC/AI (incl. CoreWeave) and bitcoin mining.
- [DigitalBridge](https://wafergraph.com/company/digitalbridge): Digital-infrastructure investment manager owning DC and tower platforms.
- [FSP Technology Inc.](https://wafergraph.com/company/fsp_technology): Taiwanese FSP Group power-supply maker producing server PSUs (CRPS), UPS and battery backup units.
- [AirTrunk](https://wafergraph.com/company/airtrunk): Asia-Pacific hyperscale data-center operator (Blackstone owned).
- [Aligned Data Centers](https://wafergraph.com/company/aligned_dc): Hyperscale data-center operator with adaptive liquid cooling.
- [Anthropic](https://wafergraph.com/company/anthropic): AI safety lab building the Claude models; runs on TPUs, Trainium, and GPUs.
- [Chindata Group](https://wafergraph.com/company/chindata): Hyperscale data-center operator in China and emerging Asia (Bain Capital).
- [Compass Datacenters](https://wafergraph.com/company/compass_dc): US build-to-suit hyperscale data-center developer.
- [CoreSite](https://wafergraph.com/company/coresite): US interconnection and colocation operator (American Tower).
- [CyrusOne](https://wafergraph.com/company/cyrusone): Global hyperscale data-center operator (KKR/GIP owned).
- [EdgeConneX](https://wafergraph.com/company/edgeconnex): Global hyperscale and edge data-center developer.
- [Hammond Power Solutions](https://wafergraph.com/company/hammond_power_solutions): Manufactures dry-type distribution transformers for the North American market.
- [Huawei](https://wafergraph.com/company/huawei): Chinese networking and cloud giant; Ascend AI accelerators via HiSilicon.
- [Juniper Networks](https://wafergraph.com/company/juniper): Networking systems and AI-driven data-center switching and routing.
- [New H3C](https://wafergraph.com/company/h3c): Chinese networking, server, and AI-infrastructure provider.
- [QTS Data Centers](https://wafergraph.com/company/qts): US hyperscale data-center operator owned by Blackstone.
- [STACK Infrastructure](https://wafergraph.com/company/stack_infra): Global hyperscale data-center platform (IPI Partners).
- [Switch](https://wafergraph.com/company/switch_dc): US hyperscale data-center operator (DigitalBridge/IFM owned).
- [Vantage Data Centers](https://wafergraph.com/company/vantage_dc): Global hyperscale data-center developer and operator.
- [xAI](https://wafergraph.com/company/xai): Elon Musk's AI lab (Grok); operates the Colossus GPU supercluster.
- [IREN](https://wafergraph.com/company/iren): Builds and operates data centers for AI compute and bitcoin mining.
- [Generac Holdings](https://wafergraph.com/company/generac): Manufactures diesel and natural-gas backup generators for data centers, including a global supply agreement with a hyperscale data-center operator.
- [Modine Manufacturing](https://wafergraph.com/company/modine): Manufactures data-center cooling systems, including chillers and liquid cooling, under its Airedale by Modine brand, and secured a $4 billion long-term capacity agreement in 2026.
- [Applied Digital](https://wafergraph.com/company/applied_digital): AI data-center developer and GPU cloud (HPC hosting) provider.
- [Powell Industries](https://wafergraph.com/company/powell_industries): Manufactures medium- and low-voltage switchgear for data centers, including electrical substations, and holds a $1.6 billion order backlog driven partly by data-center wins.
- [AAON](https://wafergraph.com/company/aaon): Manufactures HVAC and liquid cooling systems for data centers under its BASX brand, which grew 72% year over year in Q1 2026 on data-center cooling demand.
- [Crusoe Energy](https://wafergraph.com/company/crusoe): Energy-first AI cloud building power-colocated GPU data centers.
- [DriveNets Ltd.](https://wafergraph.com/company/drivenets): Israeli firm providing disaggregated Network Cloud software and Ethernet AI fabric on white-box hardware.
- [Lambda](https://wafergraph.com/company/lambda): GPU cloud and AI workstation provider for training and inference.
- [Mistral AI](https://wafergraph.com/company/mistral): European AI lab building open-weight foundation models.
- [Nebius Group](https://wafergraph.com/company/nebius): AI-focused GPU cloud spun out of Yandex; full-stack neocloud.
- [VAST Data](https://wafergraph.com/company/vast_data): AI data platform and storage software for large GPU clusters.
- [Hut 8](https://wafergraph.com/company/hut8): Energy-infrastructure and data-center operator for AI/HPC and bitcoin.
- [TeraWulf](https://wafergraph.com/company/terawulf): Operator of data centers for AI/HPC hosting and bitcoin mining.
- [Cipher Mining](https://wafergraph.com/company/cipher_mining): Data-center developer for HPC/AI and bitcoin mining.
- [Keppel DC REIT](https://wafergraph.com/company/keppel_dc): Asia-Pacific data-center REIT.
- [Munters Group](https://wafergraph.com/company/munters): Air treatment and data-center cooling systems.
- [21Vianet](https://wafergraph.com/company/21vianet): Chinese carrier-neutral data-center and cloud operator.
- [Sify Technologies](https://wafergraph.com/company/sify): Indian data-center, network, and cloud-services operator.
- [HIVE Digital Technologies](https://wafergraph.com/company/hive_digital): Data-center operator for AI/HPC (Buzz HPC) and bitcoin mining.
- [Bit Digital](https://wafergraph.com/company/bit_digital): GPU cloud (WhiteFiber) and digital-asset infrastructure operator.
- [AI21 Labs](https://wafergraph.com/company/ai21): Israeli AI lab building enterprise language models.
- [Asetek](https://wafergraph.com/company/asetek): Liquid-cooling technology for high-performance computing; taken private via compulsory redemption by CQXA and removed from Nasdaq Copenhagen in May 2026.
- [Bitdeer Technologies](https://wafergraph.com/company/bitdeer): Data-center operator and ASIC maker for AI/HPC and bitcoin mining.
- [Cohere](https://wafergraph.com/company/cohere): Enterprise large-language-model developer.
- [Cologix](https://wafergraph.com/company/cologix): North American interconnection and colocation operator.
- [Colt Data Centre Services](https://wafergraph.com/company/colt_dcs): Hyperscale data-center operator across Europe and Asia.
- [DataBank](https://wafergraph.com/company/databank): US enterprise colocation and edge data-center operator.
- [Flexential](https://wafergraph.com/company/flexential): US colocation and hybrid-IT data-center operator.
- [Fluidstack](https://wafergraph.com/company/fluidstack): Builds and operates AI data centers, including power acquisition, for large-scale AI compute.
- [Galaxy Digital](https://wafergraph.com/company/galaxy_digital): Crypto financial firm developing the Helios AI data-center campus.
- [Global Switch](https://wafergraph.com/company/global_switch): Large carrier-neutral data-center operator in Europe and Asia-Pacific.
- [Hugging Face](https://wafergraph.com/company/huggingface): Open-source AI model hub and machine-learning platform.
- [Nscale](https://wafergraph.com/company/nscale): AI GPU cloud and data-center operator.
- [Perplexity AI](https://wafergraph.com/company/perplexity): AI-powered answer engine and search company.
- [Sabey Data Centers](https://wafergraph.com/company/sabey): US hyperscale and enterprise data-center developer and operator.
- [Scale AI](https://wafergraph.com/company/scale_ai): Data-labeling and AI infrastructure for model training.
- [Soluna Holdings](https://wafergraph.com/company/soluna): Green data centers co-located with renewable power for AI/HPC.
- [Submer Technologies S.L.](https://wafergraph.com/company/submer): Single-phase immersion cooling solutions for HPC, hyperscale and AI data centers.
- [Together AI](https://wafergraph.com/company/together_ai): GPU cloud and inference platform for open models.
- [Voltage Park](https://wafergraph.com/company/voltage_park): GPU cloud provider for AI training and inference.
- [Yondr](https://wafergraph.com/company/yondr): Global hyperscale data-center developer and operator.


## Briefings (data-driven research)

- [State of the Supply Chain — September 2026](https://wafergraph.com/briefings/state-of-the-supply-chain/): An auto-generated, data-only snapshot of the semiconductor & AI supply chain as of 2026-09-17: 615 companies, $43.11T tracked market cap, the segment leaders, top chokepoints, the capex race, and the biggest deals on record. No editorializing — every figure is computed from the dataset.
- [NVIDIA Wasn't on Advantest's Customer List Last Year. Now It's 20% of Revenue.](https://wafergraph.com/briefings/nvidia-wasnt-on-the-list-2026/): A year ago, NVIDIA didn't clear the 10% disclosure threshold in Advantest's securities filing. This year it's ¥243.7 billion and the company's largest named customer — one line in a test-equipment maker's filing that captures the whole AI build-out, plus OpenAI's ten-supplier map, the EUV monopoly running through three companies' own words, and what four industry giants still won't disclose.
- [This Week in the Chain — Sep 16, 2026](https://wafergraph.com/briefings/this-week-2026-09-16/): Start with the biggest thing on the board. SFA Semicon +52.9%. Underneath it: MetaX Integrated Circuits (Muxi) -30.7%.
- [The Biggest Chokepoints in the Semiconductor & AI Supply Chain (2026)](https://wafergraph.com/briefings/semiconductor-supply-chain-chokepoints-2026/): TSMC is the single biggest chokepoint in the semiconductor & AI supply chain: 98 tracked companies depend on it as a key supplier — more than any other firm. It is followed by ASE Technology (72), Broadcom (45), and NVIDIA and Vertiv (45 each). A chokepoint here is measured by supplier in-degree: how many of the 615 tracked companies list a firm among their key suppliers, computed directly from the wafergraph supplier graph. Edge coverage is partial, so every count is a lower bound. Data as of 2026-09-17.
- [Where the AI Supply Chain Is at Risk by Geography (2026)](https://wafergraph.com/briefings/semiconductor-supply-chain-geographic-concentration-2026/): The semiconductor and AI supply chain has three documented geographic single points of failure: Taiwan (home to TSMC and ASE Technology, the #1 and #2 chokepoints by supplier in-degree in the wafergraph graph — 98 and 72 dependencies respectively), China (the dominant producer of gallium ~99%, silicon metal ~85%, rare earths ~69%, and indium ~70% per USGS 2025, with export controls on gallium and germanium since 2023), and the Netherlands (ASML — the sole EUV lithography supplier, classified "monopoly" in the dataset). This study is built from the wafergraph supplier-edge graph (all 615 companies have a country field) and USGS Mineral Commodity Summaries 2025. Data as of 2026-09-17.
- [This Week in the Chain — Aug 31, 2026](https://wafergraph.com/briefings/this-week-2026-08-31/): Start with the biggest thing on the board. Awinic Technology +29.0%. Underneath it: Aehr Test Systems -22.3%.
- [This Week in the Chain — Aug 24, 2026](https://wafergraph.com/briefings/this-week-2026-08-24/): Aug 17, 2026 to now: VeriSilicon -25.1%. Sumitomo Metal Mining +15.5%. Nothing above is an estimate. If a number is wrong, the data underneath it is public and you can prove it.
- [This Week in the Chain — Aug 17, 2026](https://wafergraph.com/briefings/this-week-2026-08-17/): Netlist +49.6%. Chilisin Electronics -20.0%. Computed, not written — you can rebuild any number in this email from the free exports.
- [This Week in the Chain — Aug 10, 2026](https://wafergraph.com/briefings/this-week-2026-08-10/): Oxford Instruments +10800.0%. Cipher Mining -22.2%. Every figure above is computed from the live wafergraph dataset, not typed in by hand.
- [This Week in the Chain — Aug 3, 2026](https://wafergraph.com/briefings/this-week-2026-08-03/): Tongfu Microelectronics -32.9%. Since Jul 27, 2026: Ambarella +29.7%, 50 new companies.
- [This Week in the Chain — Jul 27, 2026](https://wafergraph.com/briefings/this-week-2026-07-27/): Zhongke Feice Technology +27.6%. Wolfspeed -21.2%. Source: the wafergraph dataset, updated weekly.
- [This Week in the Chain — Jul 20, 2026](https://wafergraph.com/briefings/this-week-2026-07-20/): What changed in the semiconductor & AI supply chain since Jul 13, 2026: Aehr Test Systems +13.1%, Ningbo Jiangfeng Electronic Material (Konfoong) -37.4%. Auto-generated from the wafergraph dataset — every figure computed, no editorializing.
- [This Week in the Chain — Jul 13, 2026](https://wafergraph.com/briefings/this-week-2026-07-13/): What changed in the semiconductor & AI supply chain since Jul 6, 2026: MetaX Integrated Circuits (Muxi) +33.4%, Taiyo Yuden -35.3%. Auto-generated from the wafergraph dataset — every figure computed, no editorializing.
- [This Week in the Chain — Jul 6, 2026](https://wafergraph.com/briefings/this-week-2026-07-06/): What changed in the semiconductor & AI supply chain since Jun 29, 2026: indie Semiconductor +34.7%, MK Electron -31.3%. Auto-generated from the wafergraph dataset — every figure computed, no editorializing.
- [This Week in the Chain — Jun 29, 2026](https://wafergraph.com/briefings/this-week-2026-06-29/): What changed in the semiconductor & AI supply chain since Jun 22, 2026: Wiwynn +181.1%, onsemi -32.1%. Auto-generated from the wafergraph dataset — every figure computed, no editorializing.
- [This Week in the Chain — Jun 22, 2026](https://wafergraph.com/briefings/this-week-2026-06-22/): What changed in the semiconductor & AI supply chain since Jun 19, 2026: Super Micro Computer +24.1%, Taiyo Yuden -9.3%, 3 new deals, 34 new companies. Auto-generated from the wafergraph dataset — every figure computed, no editorializing.
- [Briefings index](https://wafergraph.com/briefings/) · [RSS feed](https://wafergraph.com/briefings/feed.xml)


## Value-chain segments

- [All 12 segments, indexed](https://wafergraph.com/segments) — the hub page linking every segment below.
- [Materials companies](https://wafergraph.com/segment/materials/)
- [Equipment (Front End) companies](https://wafergraph.com/segment/equipment_front_end/)
- [Equipment (Back End) companies](https://wafergraph.com/segment/equipment_back_end/)
- [EDA & IP companies](https://wafergraph.com/segment/eda_ip/)
- [Design (Fabless) companies](https://wafergraph.com/segment/design_fabless/)
- [IDM companies](https://wafergraph.com/segment/idm/)
- [Foundry companies](https://wafergraph.com/segment/foundry/)
- [Memory companies](https://wafergraph.com/segment/memory/)
- [Analog, Power, RF companies](https://wafergraph.com/segment/analog_power_rf/)
- [OSAT companies](https://wafergraph.com/segment/osat/)
- [Distribution & Misc companies](https://wafergraph.com/segment/distribution_misc/)
- [AI & Data Center companies](https://wafergraph.com/segment/ai_datacenter/)

## The AI buildout

- [The AI buildout — capex, clouds & data centers](https://wafergraph.com/ai-buildout): capex tracker across 116 AI & data-center companies, combined tracked capex $518.7B.


## Deals

- [Semiconductor & AI deals database](https://wafergraph.com/deals): 74 sourced landmark deals — M&A, AI-compute/GPU contracts, foundry & capacity investments.


## Geography

- [The supply chain by country](https://wafergraph.com/geography): tracked revenue, company counts, and chokepoints by country.


## Chain Pulse (weekly attention snapshot)

- [Chain Pulse — what the market is researching this week](https://wafergraph.com/pulse): reader research attention (ranks only, no raw counts), news mentions, recent deals, and market-cap moves. Data as of 2026-09-16.


## Earnings

- [Earnings](https://wafergraph.com/earnings): most recently reported period, revenue, YoY change, and supply-chain position (chokepoint status, downstream dependents) for 437 tracked companies with real SEC/EDGAR or exchange financials (100 at the latest tracked quarter). Data as of 2026-09-16.


## Critical minerals (upstream chokepoints)

- [Critical minerals for semiconductors](https://wafergraph.com/minerals): world production, top producers, and US net import reliance (USGS) for gallium, germanium, rare earths, silicon, and more.

## Semiconductor macro indicators (FRED)

- [Semiconductor macro indicators](https://wafergraph.com/macro): latest US industrial production, producer prices, new orders, employment, and US-China goods trade — pulled from FRED.

## Market share (2026)

- [Lithography market share](https://wafergraph.com/market-share/equipment_front_end/lithography/): led by ASML at 89% (HHI 7986)
- [Pure-Play Foundry market share](https://wafergraph.com/market-share/foundry/pure_play/): led by TSMC at 62% (HHI 4060)
- [DRAM market share](https://wafergraph.com/market-share/memory/dram/): led by Samsung Electronics at 41% (HHI 3321)
- [NAND market share](https://wafergraph.com/market-share/memory/nand/): led by Samsung Electronics at 33% (HHI 2167)
- [HBM market share](https://wafergraph.com/market-share/memory/hbm/): led by SK hynix at 52% (HHI 4248)
- [GPU & AI Accelerators market share](https://wafergraph.com/market-share/design_fabless/gpu_ai_accelerators/): led by NVIDIA at 88% (HHI 7808)
- [Mobile SoC market share](https://wafergraph.com/market-share/design_fabless/mobile_soc/): led by MediaTek at 35% (HHI 2247)
- [FPGA market share](https://wafergraph.com/market-share/design_fabless/fpga/): led by AMD at 49% (HHI 3395)
- [EDA Software market share](https://wafergraph.com/market-share/eda_ip/eda_software/): led by Synopsys at 32% (HHI 2093)
- [Silicon Wafers market share](https://wafergraph.com/market-share/materials/silicon_wafers/): led by Shin-Etsu Chemical at 28% (HHI 1758)
- [Outsourced Assembly & Test market share](https://wafergraph.com/market-share/osat/assembly_test/): led by ASE Technology at 27% (HHI 1143)
- [Analog & Mixed Signal market share](https://wafergraph.com/market-share/analog_power_rf/analog_mixed_signal/): led by Texas Instruments at 19% (HHI 735)
- [Power Semiconductors (incl. SiC, GaN) market share](https://wafergraph.com/market-share/analog_power_rf/power/): led by Infineon Technologies at 21% (HHI 672)
- [Passive Components (MLCC, resistors, inductors) market share](https://wafergraph.com/market-share/analog_power_rf/passives/): led by Murata Manufacturing at 31% (HHI 1613)
- [Substrates market share](https://wafergraph.com/market-share/materials/substrates/): led by Unimicron at 25% (HHI 1418)
- [Photonics & Optics market share](https://wafergraph.com/market-share/distribution_misc/photonics_optics/): led by InnoLight Technology at 28% (HHI 1127)
- [Data Center Operators (Colo) market share](https://wafergraph.com/market-share/ai_datacenter/colocation/): led by Equinix at 13% (HHI 294)

## Company comparisons

wafergraph publishes 3,246 side-by-side company comparisons at https://wafergraph.com/compare/<company-a>-vs-<company-b>, using the company ids listed above (either order resolves). Each compares market cap, revenue, segment, market position, country, suppliers/customers and chokepoint risk. A page exists for every pair that are direct competitors, same-segment rivals, or a supplier and its customer. 560 of those are open to search indexing — the 13 curated, proven high-intent pairs plus every pair that shares a subsegment and ranks in that subsegment's top 6 by market cap; see https://wafergraph.com/sitemap.xml for that indexable list. Every other pair still resolves at its URL, just outside the sitemap. Most-requested:
- [NVIDIA vs AMD](https://wafergraph.com/compare/nvidia-vs-amd)
- [NVIDIA vs Intel](https://wafergraph.com/compare/nvidia-vs-intel)
- [AMD vs Intel](https://wafergraph.com/compare/amd-vs-intel)
- [TSMC vs Samsung Electronics](https://wafergraph.com/compare/tsmc-vs-samsung)
- [TSMC vs Intel](https://wafergraph.com/compare/tsmc-vs-intel)
- [Micron Technology vs SK hynix](https://wafergraph.com/compare/micron-vs-sk_hynix)
- [Micron Technology vs Samsung Electronics](https://wafergraph.com/compare/micron-vs-samsung)
- [SK hynix vs Samsung Electronics](https://wafergraph.com/compare/sk_hynix-vs-samsung)
- [Broadcom vs Marvell Technology](https://wafergraph.com/compare/broadcom-vs-marvell)
- [Qualcomm vs MediaTek](https://wafergraph.com/compare/qualcomm-vs-mediatek)
- [Cadence Design Systems vs Synopsys](https://wafergraph.com/compare/cadence-vs-synopsys)
- [ASML vs Applied Materials](https://wafergraph.com/compare/asml-vs-applied_materials)
- [AMD vs Qualcomm](https://wafergraph.com/compare/amd-vs-qualcomm)

## Supply-chain risk (202 pages)

https://wafergraph.com/supply-chain-risk/<company-id> exists for every company with at least 3 tracked suppliers: supplier count, suppliers by country, dominant (monopoly/leader) suppliers, and the company's own criticality score and downstream count.


## Companies by country (17 pages)

- [Semiconductor companies in the United States](https://wafergraph.com/country/united-states/): 210 tracked companies
- [Semiconductor companies in China](https://wafergraph.com/country/china/): 83 tracked companies
- [Semiconductor companies in Taiwan](https://wafergraph.com/country/taiwan/): 82 tracked companies
- [Semiconductor companies in Japan](https://wafergraph.com/country/japan/): 81 tracked companies
- [Semiconductor companies in South Korea](https://wafergraph.com/country/south-korea/): 43 tracked companies
- [Semiconductor companies in Germany](https://wafergraph.com/country/germany/): 21 tracked companies
- [Semiconductor companies in the United Kingdom](https://wafergraph.com/country/united-kingdom/): 16 tracked companies
- [Semiconductor companies in Israel](https://wafergraph.com/country/israel/): 11 tracked companies
- [Semiconductor companies in Switzerland](https://wafergraph.com/country/switzerland/): 9 tracked companies
- [Semiconductor companies in France](https://wafergraph.com/country/france/): 8 tracked companies
- [Semiconductor companies in the Netherlands](https://wafergraph.com/country/netherlands/): 8 tracked companies
- [Semiconductor companies in Canada](https://wafergraph.com/country/canada/): 8 tracked companies
- [Semiconductor companies in Singapore](https://wafergraph.com/country/singapore/): 6 tracked companies
- [Semiconductor companies in Ireland](https://wafergraph.com/country/ireland/): 5 tracked companies
- [Semiconductor companies in Austria](https://wafergraph.com/country/austria/): 3 tracked companies
- [Semiconductor companies in Belgium](https://wafergraph.com/country/belgium/): 3 tracked companies
- [Semiconductor companies in Australia](https://wafergraph.com/country/australia/): 3 tracked companies


## Deal pages (74)

- [DigitalBridge to acquire ArcLight Capital](https://wafergraph.com/deal/digitalbridge_arclight/): acquisition, $650M, announced 2026-05-23
- [IonQ to acquire SkyWater Technology](https://wafergraph.com/deal/ionq_skywater/): acquisition, announced 2026-01-25
- [Microsoft invests up to $5B in Anthropic](https://wafergraph.com/deal/msft_anthropic_5b/): investment, $5.0B, announced 2025-11-18
- [NVIDIA invests up to $10B in Anthropic](https://wafergraph.com/deal/nvidia_anthropic_10b/): investment, $10.0B, announced 2025-11-18
- [OpenAI–AWS $38B compute deal](https://wafergraph.com/deal/openai_aws_38b/): compute_deal, $38.0B, announced 2025-11-03
- [OpenAI commits $250B to Azure](https://wafergraph.com/deal/msft_openai_250b/): compute_deal, $250.0B, announced 2025-10-28
- [Skyworks to merge with Qorvo](https://wafergraph.com/deal/skyworks_qorvo/): acquisition, announced 2025-10-27
- [Anthropic expands Google TPU deal (up to 1M TPUs)](https://wafergraph.com/deal/anthropic_google_tpu/): compute_deal, announced 2025-10-23
- [OpenAI–Broadcom 10GW custom-chip deal](https://wafergraph.com/deal/openai_broadcom_10gw/): supply_agreement, $10.0B, announced 2025-10-13
- [OpenAI–AMD 6GW GPU deal + warrant](https://wafergraph.com/deal/openai_amd_6gw/): supply_agreement, announced 2025-10-06
- [Meta–CoreWeave $14.2B deal](https://wafergraph.com/deal/meta_coreweave/): compute_deal, $14.2B, announced 2025-09-30
- [NVIDIA–CoreWeave $6.3B capacity backstop](https://wafergraph.com/deal/nvidia_coreweave_backstop/): compute_deal, $6.3B, announced 2025-09-30
- [NVIDIA invests up to $100B in OpenAI](https://wafergraph.com/deal/nvidia_openai_100b/): investment, $100.0B, announced 2025-09-22
- [OpenAI–Oracle $300B cloud deal](https://wafergraph.com/deal/openai_oracle_300b/): compute_deal, $300.0B, announced 2025-09-10
- [Microsoft–Nebius $17.4B GPU deal](https://wafergraph.com/deal/msft_nebius/): compute_deal, $17.4B, announced 2025-09-08
- [OpenAI–CoreWeave $11.9B infrastructure deal](https://wafergraph.com/deal/openai_coreweave/): compute_deal, $11.9B, announced 2025-03-10
- [Stargate Project launched](https://wafergraph.com/deal/stargate/): partnership, $500.0B, announced 2025-01-21
- [TI CHIPS Act grant](https://wafergraph.com/deal/ti_chips/): subsidy, $1.6B, announced 2024-12-20
- [Broadcom–Meta MTIA partnership](https://wafergraph.com/deal/broadcom_meta_mtia/): partnership, announced 2024-12-12
- [Micron CHIPS Act grant](https://wafergraph.com/deal/micron_chips/): subsidy, $6.2B, announced 2024-12-10
- [Intel CHIPS Act grant](https://wafergraph.com/deal/intel_chips/): subsidy, $7.9B, announced 2024-11-26
- [Amazon doubles Anthropic stake to $8B](https://wafergraph.com/deal/amazon_anthropic_8b/): investment, $4.0B, announced 2024-11-22
- [GlobalFoundries CHIPS Act grant](https://wafergraph.com/deal/gf_chips/): subsidy, $1.5B, announced 2024-11-20
- [TSMC Arizona CHIPS Act grant](https://wafergraph.com/deal/tsmc_az_chips/): subsidy, $6.6B, announced 2024-11-15
- [Intel Foundry–AWS custom chip deal](https://wafergraph.com/deal/intel_aws_18a/): foundry_deal, announced 2024-09-16
- [TSMC receives first ASML High-NA EUV](https://wafergraph.com/deal/tsmc_asml_highna/): supply_agreement, announced 2024-09-01
- [Intel orders ASML High-NA EUV](https://wafergraph.com/deal/intel_asml_highna/): supply_agreement, announced 2024-04-18
- [Samsung CHIPS Act grant](https://wafergraph.com/deal/samsung_chips/): subsidy, $4.8B, announced 2024-04-15
- [TSMC's $65B Arizona fabs](https://wafergraph.com/deal/tsmc_az_65b/): capacity, $65.0B, announced 2024-04-08
- [SK hynix Indiana HBM fab](https://wafergraph.com/deal/skhynix_indiana/): capacity, $3.9B, announced 2024-04-03
- [Intel Foundry signs Microsoft (18A)](https://wafergraph.com/deal/intel_msft_18a/): foundry_deal, announced 2024-02-21
- [Synopsys acquires Ansys](https://wafergraph.com/deal/synopsys_ansys/): acquisition, $35.0B, announced 2024-01-16
- [Marvell–AWS custom-silicon partnership](https://wafergraph.com/deal/marvell_aws/): partnership, announced 2023-12-12
- [Google commits up to $2B to Anthropic](https://wafergraph.com/deal/google_anthropic_2b/): investment, $2.0B, announced 2023-10-27
- [Amazon invests $4B in Anthropic](https://wafergraph.com/deal/amazon_anthropic_4b/): investment, $4.0B, announced 2023-09-25
- [TSMC Germany (ESMC) Dresden fab](https://wafergraph.com/deal/tsmc_germany/): capacity, $11.0B, announced 2023-08-08
- [Microsoft–CoreWeave GPU cloud deal](https://wafergraph.com/deal/msft_coreweave/): compute_deal, $10.0B, announced 2023-06-01
- [Microsoft expands OpenAI investment (~$10B)](https://wafergraph.com/deal/msft_openai_10b/): investment, $10.0B, announced 2023-01-23
- [Rapidus–IBM 2nm partnership](https://wafergraph.com/deal/rapidus_ibm/): foundry_deal, announced 2022-12-13
- [Micron's NY & Idaho memory megafabs](https://wafergraph.com/deal/micron_ny/): capacity, $100.0B, announced 2022-10-04
- [GlobalFoundries–Qualcomm agreement](https://wafergraph.com/deal/gf_qualcomm/): supply_agreement, $4.2B, announced 2022-08-08
- [Broadcom acquires VMware](https://wafergraph.com/deal/broadcom_vmware/): acquisition, $61.0B, announced 2022-05-26
- [TI's Sherman, Texas 300mm fabs](https://wafergraph.com/deal/ti_sherman/): capacity, $30.0B, announced 2022-05-18
- [MaxLinear's attempted Silicon Motion deal](https://wafergraph.com/deal/maxlinear_siliconmotion/): acquisition, $3.8B, announced 2022-05-05
- [AMD acquires Pensando](https://wafergraph.com/deal/amd_pensando/): acquisition, $1.9B, announced 2022-04-04
- [Intel's attempted Tower acquisition](https://wafergraph.com/deal/intel_tower/): acquisition, $5.4B, announced 2022-02-15
- [Intel's Ohio (New Albany) fabs](https://wafergraph.com/deal/intel_ohio/): capacity, $20.0B, announced 2022-01-21
- [GlobalFoundries–AMD wafer supply](https://wafergraph.com/deal/gf_amd/): supply_agreement, $2.1B, announced 2021-12-23
- [Samsung's Taylor, Texas fab](https://wafergraph.com/deal/samsung_taylor/): capacity, $37.0B, announced 2021-11-23
- [TSMC Japan (JASM) Kumamoto fabs](https://wafergraph.com/deal/tsmc_japan/): capacity, $20.0B, announced 2021-11-09
- [Renesas acquires Dialog](https://wafergraph.com/deal/renesas_dialog/): acquisition, $5.9B, announced 2021-02-08
- [Qualcomm acquires Nuvia](https://wafergraph.com/deal/qualcomm_nuvia/): acquisition, $1.4B, announced 2021-01-13
- [GlobalWafers' attempted Siltronic deal](https://wafergraph.com/deal/globalwafers_siltronic/): acquisition, $5.0B, announced 2020-12-09
- [Marvell acquires Inphi](https://wafergraph.com/deal/marvell_inphi/): acquisition, $10.0B, announced 2020-10-29
- [AMD acquires Xilinx](https://wafergraph.com/deal/amd_xilinx/): acquisition, $49.0B, announced 2020-10-27
- [SK hynix acquires Intel NAND (Solidigm)](https://wafergraph.com/deal/skhynix_intel_nand/): acquisition, $9.0B, announced 2020-10-20
- [NVIDIA's attempted Arm acquisition](https://wafergraph.com/deal/nvidia_arm/): acquisition, $40.0B, announced 2020-09-13
- [Analog Devices acquires Maxim](https://wafergraph.com/deal/adi_maxim/): acquisition, $21.0B, announced 2020-07-13
- [Intel acquires Habana Labs](https://wafergraph.com/deal/intel_habana/): acquisition, $2.0B, announced 2019-12-16
- [Microsoft invests $1B in OpenAI](https://wafergraph.com/deal/msft_openai_1b/): investment, $1.0B, announced 2019-07-22
- [Infineon acquires Cypress](https://wafergraph.com/deal/infineon_cypress/): acquisition, $10.0B, announced 2019-06-03
- [NVIDIA acquires Mellanox](https://wafergraph.com/deal/nvidia_mellanox/): acquisition, $6.9B, announced 2019-03-11
- [Renesas acquires IDT](https://wafergraph.com/deal/renesas_idt/): acquisition, $6.7B, announced 2018-09-11
- [Microchip acquires Microsemi](https://wafergraph.com/deal/microchip_microsemi/): acquisition, $10.2B, announced 2018-03-01
- [Marvell acquires Cavium](https://wafergraph.com/deal/marvell_cavium/): acquisition, $6.0B, announced 2017-11-20
- [Broadcom's attempted Qualcomm takeover](https://wafergraph.com/deal/broadcom_qualcomm/): acquisition, $117.0B, announced 2017-11-06
- [Intel acquires Mobileye](https://wafergraph.com/deal/intel_mobileye/): acquisition, $15.3B, announced 2017-03-13
- [Qualcomm's attempted NXP acquisition](https://wafergraph.com/deal/qualcomm_nxp/): acquisition, $44.0B, announced 2016-10-27
- [SoftBank acquires Arm](https://wafergraph.com/deal/softbank_arm/): acquisition, $32.0B, announced 2016-07-18
- [Broadcom–Google TPU partnership](https://wafergraph.com/deal/broadcom_google_tpu/): partnership, announced 2016-05-18
- [Western Digital acquires SanDisk](https://wafergraph.com/deal/wd_sandisk/): acquisition, $19.0B, announced 2015-10-21
- [Intel acquires Altera](https://wafergraph.com/deal/intel_altera/): acquisition, $16.7B, announced 2015-06-01
- [Avago acquires Broadcom Corp](https://wafergraph.com/deal/avago_broadcom/): acquisition, $37.0B, announced 2015-05-28
- [NXP acquires Freescale](https://wafergraph.com/deal/nxp_freescale/): acquisition, $11.8B, announced 2015-03-02


## Critical minerals (9 pages)

- [Gallium](https://wafergraph.com/mineral/gallium/): largest producer China (750,000 kg (~99% of world low-purity primary; export controls since Aug 2023), USGS 2024); US import reliance 100% (of reported consumption)
- [Germanium](https://wafergraph.com/mineral/germanium/): largest producer China (Leading producer (no share published; export controls since 2023), USGS 2024); US import reliance >50% (of estimated consumption)
- [Silicon](https://wafergraph.com/mineral/silicon/): largest producer China (3,900 thousand t (~85% of silicon metal), USGS 2024); US import reliance <50% (total silicon); silicon metal <50%, ferrosilicon >50%
- [Rare earths](https://wafergraph.com/mineral/rare-earths/): largest producer China (270,000 t (~69% of world mine production), USGS 2024); US import reliance 80% (compounds and metals, 2024)
- [Tungsten](https://wafergraph.com/mineral/tungsten/): largest producer China (67,000 t (~83% of world mine production), USGS 2024); US import reliance >50%
- [Palladium](https://wafergraph.com/mineral/palladium/): largest producer Russia (75,000 kg (~39%), USGS 2024); US import reliance 36% (palladium, 2024)
- [Arsenic](https://wafergraph.com/mineral/arsenic/): largest producer Peru (27,000 t, USGS 2024); US import reliance 100%
- [Indium](https://wafergraph.com/mineral/indium/): largest producer China (760 t (~70% of world refinery production), USGS 2024); US import reliance 100% (of estimated consumption)
- [Antimony](https://wafergraph.com/mineral/antimony/): largest producer China (60,000 t (~60%; banned all antimony exports to U.S. Dec 2024), USGS 2024); US import reliance 85%


## Same-day notes

- [Notes index](https://wafergraph.com/notes/): dated same-day notes on attention spikes, >8% market-cap moves and new deals.
- [SFA Semicon's market cap moved +57.4% — Sep 16, 2026](https://wafergraph.com/notes/2026-09-16/): SFA Semicon gained 57.4%, $680M to $1.1B. 4 more moved the same distance the same day.
- [SFA Semicon gained 52.9% today — Sep 15, 2026](https://wafergraph.com/notes/2026-09-15/): SFA Semicon gained 52.9%, $680M to $1.0B. 4 more moved the same distance the same day.
- [MetaX Integrated Circuits (Muxi) fell 33.1% today — Sep 14, 2026](https://wafergraph.com/notes/2026-09-14/): MetaX Integrated Circuits (Muxi) fell 33.1%, $41.2B to $27.5B. 4 more moved the same distance the same day.
- [IREN gained 34.7% today — Sep 5, 2026](https://wafergraph.com/notes/2026-09-05/): IREN gained 34.7%, $13.1B to $17.6B. 4 more moved the same distance the same day.
- [Marvell Technology drew 5x the attention of the next company — Sep 4, 2026](https://wafergraph.com/notes/2026-09-04/): Marvell Technology pulled 5x the reader attention of Advantest on wafergraph today. 5 companies moved 8.0% or more on a market cap of at least $1.0B.
- [Down 25.6%: Credo Technology on the tape — Sep 3, 2026](https://wafergraph.com/notes/2026-09-03/): Credo Technology fell 25.6%, $42.0B to $31.3B. 4 more moved the same distance the same day.
- [Marvell Technology drew 7x the attention of the next company — Sep 2, 2026](https://wafergraph.com/notes/2026-09-02/): Marvell Technology pulled 7x the reader attention of Meta Platforms on wafergraph today. 5 companies moved 8.0% or more on a market cap of at least $1.0B.
- [Readers zeroed in on Marvell Technology today, 6x the runner-up — Sep 1, 2026](https://wafergraph.com/notes/2026-09-01/): Marvell Technology pulled 6x the reader attention of Meta Platforms on wafergraph today. 5 companies moved 8.0% or more on a market cap of at least $1.0B.

## Relationship pages (3465 edges, 1008 indexable)

wafergraph mints a page for every tracked supplier → customer edge at https://wafergraph.com/relationship/<supplier-id>/<customer-id>/ (trailing slash; supplier first). The swapped ids resolve as a noindex pointer to the canonical. Only edges backed by an individually researched (not segment-inferred) list are open to indexing; the rest stay live but carry a noindex tag — see /methodology. Each page states both companies, counted degrees, and a concentration note only when the graph backs one. Index: https://wafergraph.com/relationship/. Worked example: https://wafergraph.com/relationship/asml/tsmc/.


## Data downloads

Human-readable index: https://wafergraph.com/data/
- [companies.json](https://wafergraph.com/data/companies.json)
- [companies.csv](https://wafergraph.com/data/companies.csv)
- [financials.json](https://wafergraph.com/data/financials.json)
- [edge_provenance.json](https://wafergraph.com/data/edge_provenance.json) — per-company researched vs. segment-inferred edge labels
- [edge_citations_curated.json](https://wafergraph.com/data/edge_citations_curated.json) — 71 hand-curated edges with a verbatim primary-source quote
- [pulse.json](https://wafergraph.com/data/pulse.json)
- [earnings.json](https://wafergraph.com/data/earnings.json)
- [minerals.json](https://wafergraph.com/data/minerals.json)
- [macro.json](https://wafergraph.com/data/macro.json)

## Full index

- [Sitemap (all 615 companies + segments)](https://wafergraph.com/sitemap.xml)