Ambarella supply chain risk
As of 2026-09-05, Ambarella depends on 3 tracked suppliers headquartered in 2 countries (2 of them in Taiwan). 3 of those suppliers hold a monopoly or leader position in their own segment, led by TSMC, ASE Technology and Samsung Electronics. Ambarella itself carries a supply-chain criticality score of 50/100, with 235 tracked companies downstream of it.
Data as of 2026-09-05 · suppliers are the curated key_supplier edges in the wafergraph dataset (researched or segment-inferred — see /methodology) · criticality is the graph-derived chokepoint score, 0–100
Dominant and single-source suppliers
- TSMC — leader in Pure-Play Foundry, Taiwan
- ASE Technology — leader in Outsourced Assembly & Test, Taiwan
- Samsung Electronics — leader in Integrated Device Manufacturer, South Korea
A monopoly or leader supplier is the hardest to replace. These are the edges to watch first.
Suppliers by country
- Taiwan — 2 suppliers (67%)
- South Korea — 1 supplier (33%)
All 3 tracked suppliers
| Supplier | Segment | Position | Country | Criticality |
|---|---|---|---|---|
| TSMC | Pure-Play Foundry | leader | Taiwan | 81/100 |
| ASE Technology | Outsourced Assembly & Test | leader | Taiwan | 81/100 |
| Samsung Electronics | Integrated Device Manufacturer | leader | South Korea | 81/100 |
Downstream exposure
- Criticality score: 50/100
- Companies downstream of Ambarella: 235
- Tracked market cap downstream (priced companies only): $34.68T across 149 priced companies
Cite as: wafergraph, “Ambarella supply chain risk — 3 suppliers, single-source exposure & criticality”, https://wafergraph.com/supply-chain-risk/ambarella (data as of 2026-09-05).
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