AMD supply chain risk

Dominant and single-source suppliers

• TSMC — leader in Pure-Play Foundry, Taiwan criticality 81/100
• Arm Holdings — leader in Semiconductor IP Licensing, United Kingdom criticality 81/100
• ASE Technology — leader in Outsourced Assembly & Test, Taiwan criticality 81/100
• Cadence Design Systems — leader in EDA Software, United States criticality 82/100
• Synopsys — leader in EDA Software, United States criticality 82/100
• Unimicron — leader in Substrates, Taiwan criticality 81/100
• Ibiden — leader in Substrates, Japan criticality 81/100
• eMemory Technology — leader in Semiconductor IP Licensing, Taiwan criticality 81/100
• Samsung Electronics — leader in Integrated Device Manufacturer, South Korea criticality 81/100
• SK hynix — leader in DRAM, South Korea criticality 81/100
• Win Semiconductors — leader in Pure-Play Foundry, Taiwan criticality 81/100

A monopoly or leader supplier is the hardest to replace. These are the edges to watch first.

Suppliers by country

• Taiwan — 24 suppliers (31%)
• United States — 18 suppliers (23%)
• China — 11 suppliers (14%)
• South Korea — 7 suppliers (9%)
• United Kingdom — 4 suppliers (5%)
• Japan — 3 suppliers (4%)
• Germany — 2 suppliers (3%)
• Israel — 2 suppliers (3%)
• Austria — 1 supplier (1%)
• Malaysia — 1 supplier (1%)
• Canada — 1 supplier (1%)
• Czech Republic — 1 supplier (1%)
• Spain — 1 supplier (1%)
• Singapore — 1 supplier (1%)

All 77 tracked suppliers

Downstream exposure

• Criticality score: 68/100
• Companies downstream of AMD: 235
• Tracked market cap downstream (priced companies only): $33.91T across 149 priced companies