Tenstorrent supply chain risk
As of 2026-09-05, Tenstorrent depends on 4 tracked suppliers headquartered in 3 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. Tenstorrent itself carries a supply-chain criticality score of 57/100, 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 (50%)
- South Korea — 1 supplier (25%)
- United States — 1 supplier (25%)
All 4 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 |
| GlobalFoundries | Pure-Play Foundry | major | United States | 68/100 |
Downstream exposure
- Criticality score: 57/100
- Companies downstream of Tenstorrent: 235
- Tracked market cap downstream (priced companies only): $34.69T across 150 priced companies
Cite as: wafergraph, “Tenstorrent supply chain risk — 4 suppliers, single-source exposure & criticality”, https://wafergraph.com/supply-chain-risk/tenstorrent (data as of 2026-09-05).
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