Accelerator silicon and high bandwidth memory, through foundries and system integration, to hyperscale clouds and model labs.
The value chain
How value flows, top to bottom
This is a supply chain, not an ownership chart. Tap any layer to see its companies.
No companies match those filters.
Five year income statement trends for the chokepoints. Revenue bars read on the left; margins read on the right. Several chokepoints here are non US filers (SK hynix and Samsung in South Korea, TSMC in Taiwan, Siemens in Germany), so expect varying disclosure tiers and accounting standards across the set.
The value chain
Nine layers, one flow
Each layer sells to the one below it. Tap a layer to jump to its companies.
From
Relationship
To
What
Confidence
No relationships match.
The nodes where the AI stack cannot substitute when supply tightens. Accelerator design, high bandwidth memory, leading edge packaging, and large scale power infrastructure are where the routing options run narrowest. Each call here is a foundation hypothesis pending relationship testing.
Evidence
What the filings won't say
Every edge on this map is sourced. That is a rule about what the map may
claim, not a claim about what exists. These are the things we went looking for and could
not source, each one recorded with the documents actually read to establish it, and with what
would close it. An absence that names where it looked can be checked. One that does not is a shrug,
so the gate refuses to accept it.
No gaps recorded yet. This map has not run a
research burst, so it has nothing to say about what it could not find.
Every figure in this map traces to a primary source. Links open the original filing.
Your data
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A place for what you are learning as the map grows.