What is the AI semiconductor supply chain?

The set of companies, materials, equipment, and processes that produce the AI accelerators (GPUs, TPUs, custom ASICs) and supporting memory and interconnect powering modern AI infrastructure. It spans foundries (TSMC, Samsung, Intel), equipment makers (ASML, Applied Materials, Tokyo Electron, Lam Research, KLA), materials suppliers (Shin-Etsu, SUMCO, Ajinomoto, Hoya, Entegris, DuPont), specialty gas providers (Linde, Air Liquide), and EDA/IP vendors (Synopsys, Cadence, Arm) — with deep concentration at every step.

What are the biggest chokepoints in semiconductor manufacturing?

EUV lithography (ASML is the sole supplier of EUV scanners; Carl Zeiss SMT is sole supplier of EUV optics; TRUMPF is sole supplier of the EUV laser source; Lasertec is sole supplier of EUV mask inspection), leading-edge foundry (TSMC controls ~90% of <7nm capacity), advanced packaging (TSMC CoWoS at ~90%), ABF substrate film (Ajinomoto at ~95–100%), HBM memory (SK Hynix at ~62%), and the five Japanese photoresist makers that hold ~90% of advanced photoresist supply.

Which companies dominate the AI chip supply chain?

In design: NVIDIA, AMD, Broadcom, Marvell, Apple, Qualcomm, MediaTek. In foundry: TSMC, Samsung, Intel. In memory: SK Hynix, Micron, Samsung. In equipment: ASML, Applied Materials, Tokyo Electron, Lam Research, KLA. In materials: Shin-Etsu, SUMCO, Soitec, Ajinomoto, Entegris, DuPont. In photonics: Lumentum, Coherent, Sumitomo Electric, IQE.

Semiconductor Supply Chain

Q: Which companies dominate the AI chip supply chain?

In design: NVIDIA, AMD, Broadcom, Marvell, Apple, Qualcomm, MediaTek. In foundry: TSMC, Samsung, Intel. In memory: SK Hynix, Micron, Samsung. In equipment: ASML, Applied Materials, Tokyo Electron, Lam Research, KLA. In materials: Shin-Etsu, SUMCO, Soitec, Ajinomoto, Entegris, DuPont. In photonics: Lumentum, Coherent, Sumitomo Electric, IQE.

Loading network data...

Supply Chain Network

Drop network_data.json here or click to browse Generated by export_json.py

×

Semiconductor Supply Chain Network

Semiconductor Supply Chain

Supply Chain Network