Global Semiconductor Supply Chain
AlphaOS supply chain intelligence · Last updated June 8, 2026 · Research and education only — not investment advice
Semiconductors underpin every modern technology. The supply chain is highly concentrated geographically — chip design in the US, advanced manufacturing in Taiwan and South Korea, and critical materials largely from China.
Supply Chain Map
Tier 1 — Chip Designers (Fabless)
Companies that design chips but outsource manufacturing
- NVIDIA(NVDA)
GPUs for gaming, AI, data center
- AMD(AMD)
CPUs, GPUs, and AI accelerators
- Qualcomm(QCOM)
Mobile SoCs and modems
- Broadcom(AVGO)
Networking chips and custom AI ASICs
- Marvell Technology(MRVL)
Data infrastructure chips
Tier 2 — Integrated Device Manufacturers
Companies that design and manufacture chips
- Intel(INTC)
x86 CPUs; building US foundry capacity
- TSMC(TSM)
World's largest contract foundry
Tier 3 — Memory Manufacturers
DRAM and NAND flash memory producers
- Micron Technology(MU)
DRAM and NAND; only US-based memory maker
- Samsung(SSNLF)
Largest DRAM and NAND producer globally
- SK Hynix(HXSCF)
HBM memory used in AI GPUs
Tier 4 — Semiconductor Equipment
Tools required to manufacture chips
- ASML(ASML)
Only EUV lithography maker in the world
- Applied Materials(AMAT)
Largest semiconductor equipment company
- Lam Research(LRCX)
Etch equipment
- KLA Corporation(KLAC)
Inspection and metrology
Tier 5 — Materials & Gases
Raw inputs for chip fabrication
- Rare Earth Elements
Neodymium, dysprosium for chip packaging
- Specialty Chemicals
Photoresists, CMP slurries, etchants
Supply chain data derived from AlphaOS Knowledge Graph. Entity relationships reflect publicly available information. Content is for research and education only — not investment advice.