NVIDIA supply chain risk
As of 2026-09-05, NVIDIA depends on 104 tracked suppliers headquartered in 16 countries (34 of them in the United States). 20 of those suppliers hold a monopoly or leader position in their own segment, led by TSMC, Arm Holdings and Advantest. NVIDIA itself carries a supply-chain criticality score of 81/100, 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
- Arm Holdings — leader in Semiconductor IP Licensing, United Kingdom
- Advantest — leader in Test Equipment, Japan
- InnoLight Technology — leader in Photonics & Optics, China
- ASE Technology — leader in Outsourced Assembly & Test, Taiwan
- Cadence Design Systems — leader in EDA Software, United States
- Synopsys — leader in EDA Software, United States
- Teradyne — leader in Test Equipment, United States
- Unimicron — leader in Substrates, Taiwan
- Ibiden — leader in Substrates, Japan
- ASPEED Technology — leader in Edge & IoT SoC, Taiwan
- Technoprobe — leader in Probe Cards, Italy
- SiTime — leader in Analog & Mixed Signal, United States
- eMemory Technology — leader in Semiconductor IP Licensing, Taiwan
- Innoscience — leader in Integrated Device Manufacturer, China
- Hamamatsu Photonics — leader in Photonics & Optics, Japan
- CoolIT Systems Inc. — leader in Power & Cooling, Canada
- Samsung Electronics — leader in Integrated Device Manufacturer, South Korea
- SK hynix — leader in DRAM, South Korea
- Win Semiconductors — leader in Pure-Play Foundry, Taiwan
A monopoly or leader supplier is the hardest to replace. These are the edges to watch first.
Suppliers by country
- United States — 34 suppliers (33%)
- Taiwan — 22 suppliers (21%)
- China — 15 suppliers (14%)
- South Korea — 8 suppliers (8%)
- Japan — 7 suppliers (7%)
- United Kingdom — 4 suppliers (4%)
- Canada — 3 suppliers (3%)
- Germany — 2 suppliers (2%)
- Israel — 2 suppliers (2%)
- Italy — 1 supplier (1%)
- Finland — 1 supplier (1%)
- Thailand — 1 supplier (1%)
- Malaysia — 1 supplier (1%)
- Czech Republic — 1 supplier (1%)
- Spain — 1 supplier (1%)
- Singapore — 1 supplier (1%)
All 104 tracked suppliers
Downstream exposure
- Criticality score: 81/100
- Companies downstream of NVIDIA: 235
- Tracked market cap downstream (priced companies only): $29.12T across 149 priced companies
Cite as: wafergraph, “NVIDIA supply chain risk — 104 suppliers, single-source exposure & criticality”, https://wafergraph.com/supply-chain-risk/nvidia (data as of 2026-09-05).
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