Tesla supply chain risk
As of 2026-09-05, Tesla depends on 18 tracked suppliers headquartered in 8 countries (9 of them in the United States). 7 of those suppliers hold a monopoly or leader position in their own segment, led by NVIDIA, TSMC and Texas Instruments. The dataset records no companies downstream of Tesla: 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
- TSMC — leader in Pure-Play Foundry, Taiwan
- Texas Instruments — leader in Integrated Device Manufacturer, United States
- Analog Devices — leader in Integrated Device Manufacturer, United States
- ASE Technology — leader in Outsourced Assembly & Test, Taiwan
- Infineon Technologies — leader in Integrated Device Manufacturer, Germany
- 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
- United States — 9 suppliers (50%)
- Taiwan — 2 suppliers (11%)
- Japan — 2 suppliers (11%)
- Germany — 1 supplier (6%)
- South Korea — 1 supplier (6%)
- Netherlands — 1 supplier (6%)
- Switzerland — 1 supplier (6%)
- China — 1 supplier (6%)
All 18 tracked suppliers
Downstream exposure
- Criticality score: 0/100
- Companies downstream of Tesla: 0
Cite as: wafergraph, “Tesla supply chain risk — 18 suppliers, single-source exposure & criticality”, https://wafergraph.com/supply-chain-risk/tesla (data as of 2026-09-05).
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