Meta Platforms supply chain risk

As of 2026-09-05, Meta Platforms depends on 77 tracked suppliers headquartered in 14 countries (40 of them in the United States). 17 of those suppliers hold a monopoly or leader position in their own segment, led by NVIDIA, TSMC and Broadcom. The dataset records no companies downstream of Meta Platforms: it sits at the demand end of the chain, so the risk here runs upstream only.

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

  • NVIDIA — leader in GPU & AI Accelerators, United States criticality 81/100
  • TSMC — leader in Pure-Play Foundry, Taiwan criticality 81/100
  • Broadcom — leader in Networking Silicon, United States criticality 81/100
  • Dell Technologies — leader in Networking & Systems, United States criticality 81/100
  • Arista Networks — leader in Networking & Systems, United States criticality 9/100
  • Schneider Electric — leader in Power & Cooling, France criticality 91/100
  • Delta Electronics — leader in Power & Cooling, Taiwan criticality 91/100
  • Corning Incorporated — leader in Photonics & Optics, United States criticality 1/100
  • Hon Hai (Foxconn) — leader in Systems & ODM (AI servers), Taiwan criticality 81/100
  • Vertiv — leader in Power & Cooling, United States criticality 91/100
  • Equinix — leader in Data Center REITs, United States criticality 81/100
  • ASE Technology — leader in Outsourced Assembly & Test, Taiwan criticality 81/100
  • Digital Realty — leader in Data Center REITs, United States criticality 81/100
  • CoreWeave — leader in GPU Clouds (Neoclouds), United States criticality 81/100
  • Quanta Computer — leader in Systems & ODM (AI servers), Taiwan criticality 81/100
  • Accton Technology Corporation — leader in Networking & Systems, Taiwan criticality 81/100
  • ASPEED Technology — leader in Edge & IoT SoC, Taiwan criticality 81/100

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

Suppliers by country

  • United States — 40 suppliers (52%)
  • Taiwan — 13 suppliers (17%)
  • China — 6 suppliers (8%)
  • United Kingdom — 4 suppliers (5%)
  • Australia — 3 suppliers (4%)
  • Canada — 2 suppliers (3%)
  • Singapore — 2 suppliers (3%)
  • France — 1 supplier (1%)
  • Ireland — 1 supplier (1%)
  • Japan — 1 supplier (1%)
  • Hong Kong — 1 supplier (1%)
  • Sweden — 1 supplier (1%)
  • India — 1 supplier (1%)
  • Denmark — 1 supplier (1%)

All 77 tracked suppliers

Downstream exposure

  • Criticality score: 0/100
  • Companies downstream of Meta Platforms: 0

Cite as: wafergraph, “Meta Platforms supply chain risk — 77 suppliers, single-source exposure & criticality”, https://wafergraph.com/supply-chain-risk/meta (data as of 2026-09-05).

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