Artificial Intelligence

  1. Application
  2. Platform
  3. Supply
  4. Chips
  5. Semiconductors
  6. Raw Materials
The Stack

Semiconductors

The Stack
  1. APP
  2. PLAT
  3. SUP
  4. CHIP
  5. SEMI
  6. RAW

TSMC

2330TSM

Fabricates nearly all leading-edge chips in the world, concentrated in Taiwan.

35 mapped companies rest on this, directly or through others.

Depends on

  • ASML
  • Applied Materials
  • Tokyo Electron
  • Shin-Etsu Chemical
  • Lam Research
  • Air Liquide

Carries

  • AMD
  • Analog Devices
  • Amazon Web Services
  • Microsoft Azure
  • Broadcom
  • Foxconn
  • Google
  • Intan Technologies
  • Neuralink
  • Nvidia
  • Qualcomm
  • Sony
  • Tesla
  • AMD Xilinx