All Company Maps

Semiconductors & AI Computing

NVIDIA designs the GPUs and AI accelerators that power the world's data centers, relying on a concentrated chain of Asian foundries and memory makers to manufacture them, while hyperscale cloud providers are its largest customers.

10 companies mapped

Aerospace & Space Launch

SpaceX designs, manufactures, and launches the Falcon 9, Falcon Heavy, and Starship rockets, serving government and commercial customers while building Starlink, the world's largest satellite internet constellation.

9 companies mapped

Semiconductor Power Delivery — RF & Plasma

Advanced Energy Industries makes the precision power-conversion and RF-matching systems that strike and control plasma inside chip etch and deposition tools. Its customers are the WFE equipment makers; its inputs include merchant power semiconductors.

6 companies mapped

Lithium & Specialty Chemicals

Albemarle Corporation is the world's largest lithium producer, mining spodumene and brine from operations in Australia, Chile, and the U.S., then refining it into battery-grade lithium hydroxide for EV manufacturers globally. Its Greenbushes mine in Western Australia is the highest-grade hard-rock lithium deposit on earth.

9 companies mapped

Cloud / Data Center

AWS is the world's largest hyperscaler, increasingly powered by its own Trainium/Graviton silicon manufactured by TSMC and used heavily by frontier AI labs.

4 companies mapped

Consumer Electronics

Apple designs the iPhone, Mac, iPad, and its own silicon, then orchestrates a concentrated network of Asian assemblers, Taiwanese and Korean chipmakers, and a handful of Western component and equipment suppliers to build hundreds of millions of devices a year.

14 companies mapped

Semiconductor Equipment — Deposition, Etch & Ion Implant

Applied Materials is the world's largest maker of wafer-fabrication equipment, selling deposition, etch, CMP and ion-implant systems to every major chipmaker. It depends on a tight web of subsystem suppliers to build those tools.

10 companies mapped

Semiconductor Equipment — Lithography

ASML is the sole maker of the extreme-ultraviolet (EUV) lithography machines every advanced chipmaker needs — a Dutch company that integrates roughly 100,000 parts from a tight web of suppliers, chief among them Carl Zeiss's optics and TRUMPF's lasers, and sells to the world's leading foundries and memory makers.

10 companies mapped

Semiconductors — Connectivity

Astera Labs designs PCIe/CXL smart retimer and fabric-switch chips that connect GPUs, CPUs, NICs, and memory inside AI data-centre racks, including NVIDIA's HGX/Blackwell platforms.

5 companies mapped

Chemicals (Germany)

BASF is the world's largest chemical producer, turning oil, gas, and industrial gases into the engineering plastics, coatings, and agricultural chemicals that feed autos, manufacturing, and farming.

7 companies mapped

Defense — Guided Missiles (India)

Bharat Dynamics is India's guided-missile manufacturer, producing Akash, Astra and anti-tank missiles for the armed forces. It draws energetic materials from Solar Industries, superalloys from Midhani, and seeker/guidance electronics from BEL, Astra Microwave and Paras Defence.

8 companies mapped

Defense Electronics (India)

Bharat Electronics is India's defense-electronics PSU, supplying radars, electronic warfare, missile electronics and communications to the armed forces. It feeds avionics into HAL's aircraft and sources RF, optics and precision subsystems from a cluster of Indian defense suppliers.

8 companies mapped

Automobiles — Premium (Germany)

BMW is a leading premium automaker building the BMW, MINI, and Rolls-Royce brands. Its cars combine steel and aluminium bodies with high-end batteries, chips, and electronics from a global supplier base.

10 companies mapped

Battery Manufacturing

CATL (Contemporary Amperex Technology) is the world's largest EV battery manufacturer by volume, holding roughly 37% global market share and supplying cells to nearly every major automaker across China, Europe, and North America.

9 companies mapped

Semiconductors — Mixed-Signal Audio

Cirrus Logic is a fabless mixed-signal chipmaker whose audio and HPMS chips ship inside Apple's iPhone, iPad and Mac lineup — Apple accounts for roughly 91% of its net sales.

4 companies mapped

Semiconductor Equipment

DISCO Corporation is the near-monopoly maker of the precision dicing, grinding and polishing tools that cut silicon wafers into chips and thin them for advanced packaging. Its systems are indispensable to every foundry, memory maker and OSAT in the AI-chip chain.

9 companies mapped

Video Conferencing Hardware

DTEN designs all-in-one video conferencing room hardware built exclusively for the Zoom platform.

2 companies mapped

Pharmaceuticals

Eli Lilly is a GLP-1 leader (Mounjaro, Zepbound, oral orforglipron) and one of the world's most valuable drugmakers. Its supply chain spans the Big-3 US wholesalers and payers, a global CDMO and peptide-API network, and the injectable-device and bioprocessing equipment makers that scale GLP-1 production.

21 companies mapped

Automotive Semiconductors

Elmos Semiconductor is a leading European supplier of automotive sensor and mixed-signal chips for ADAS, ultrasonic parking sensors and in-vehicle networking, using a fab-lite model with foundry partner X-FAB.

3 companies mapped

Semiconductor Materials — Filtration & Specialty Chemicals

Entegris supplies the advanced filtration, materials-handling and specialty materials that keep fab process chemistries ultra-pure. It sells consumables directly to the world's leading chipmakers, whose yields depend on that purity.

6 companies mapped

Factory Automation & Robotics (Japan)

Fanuc is one of the world's largest makers of industrial robots, CNC controls, and factory automation — the machines that build cars, electronics, and batteries. Its own tools depend on steel, rare-earth magnets, and chips.

8 companies mapped

Semiconductor Components

Ferrotec Holdings makes the quartz crucibles, precision ceramics, thermal systems and silicon wafers that feed semiconductor crystal-growth and process lines. A major share of its production sits in China, a real geopolitical concentration in an otherwise Japanese-led chain.

7 companies mapped

Renewable Energy / Solar

First Solar is the largest US-based solar module manufacturer, using cadmium-telluride (CdTe) thin-film technology to supply utility-scale solar projects, with demand boosted by rising data-centre electricity needs.

3 companies mapped

GPS Navigation & Wearables

Garmin is a vertically-integrated leader in GPS-based navigation and aviation electronics, assembling its own devices while sourcing chipsets and sensors for aviation, marine and consumer markets.

4 companies mapped

Mining & Commodities

Glencore is one of the world's largest diversified natural resource companies, producing and marketing cobalt, copper, nickel, zinc, coal, and oil across 35+ countries. Its Congolese cobalt operations supply a significant share of the world's EV battery-grade cobalt, making it a critical chokepoint in the global battery supply chain.

9 companies mapped

Semiconductor Materials

Hemlock Semiconductor is the only major US producer of hyperpure polysilicon, jointly owned by Corning and Shin-Etsu Handotai. It is the strategic Western, UFLPA-clean feedstock source for domestic wafer and chip supply.

7 companies mapped

Aluminium & Copper (India)

Hindalco Industries, the Aditya Birla Group metals flagship (and owner of Novelis), is one of the world's largest aluminium and copper producers. It turns bauxite and ore into metal for autos, packaging, and construction.

8 companies mapped

Aerospace & Defense — Aircraft (India)

Hindustan Aeronautics is India's state aerospace champion, building the Tejas fighter, helicopters and licence-built jets for the armed forces. Its most critical dependency is the US-supplied GE engine for Tejas, alongside French engines and a growing base of Indian avionics and precision suppliers.

9 companies mapped

PCs / Conferencing Hardware

HP designs PCs, printers, and (via its Poly acquisition) video conferencing hardware, assembled by contract manufacturers and built on Intel/AMD silicon, sold through major retail channels.

5 companies mapped

Automobiles — Mass Market (South Korea)

Hyundai Motor is one of the world's largest automakers, building the Hyundai, Genesis, and (with Kia) a shared platform empire. It draws on Korean battery makers, global steel, and a wide electronics supply base.

9 companies mapped

Semiconductors — IDM & Foundry (CPUs)

Intel designs and manufactures its own CPUs as an integrated device maker while scaling Intel Foundry for outside customers. It sells to PC and server OEMs and hyperscalers, and depends on silicon-wafer and photoresist suppliers plus the big four fab-equipment makers.

12 companies mapped

Clean Energy

Intersect Power develops, owns, and operates utility-scale solar and battery storage projects across the U.S., supplying clean electricity to data centers and grid utilities. Acquired by Google in 2026 for $4.75B, it is the world's largest buyer and operator of First Solar PV modules with 11.4 GW committed.

9 companies mapped

Fintech / AI-Powered Financial Software

Intuit runs its GenOS orchestration layer atop AWS and Google Cloud infrastructure, embedding OpenAI and Anthropic models into TurboTax, QuickBooks and Credit Karma for ~100 million consumers and businesses.

5 companies mapped

Semiconductor Equipment — Process Control, Inspection & Metrology

KLA Corporation dominates semiconductor process control — the inspection and metrology tools that find nanometer-scale defects on wafers and reticles. Its customers are the world's leading fabs; its own tools depend on a narrow base of precision-optics, laser, and photonics suppliers.

13 companies mapped

Semiconductor Equipment — Etch & Deposition

Lam Research is a global leader in etch and deposition equipment, supplying the tools memory and foundry makers need to build advanced 3D NAND, HBM TSVs and sub-3nm logic.

6 companies mapped

Battery Manufacturing

LG Energy Solution is South Korea's largest lithium-ion battery maker, supplying cells and modules to global automakers through long-term supply agreements and joint-venture gigafactories.

9 companies mapped

Computer Peripherals / Conferencing Hardware

Logitech designs mice, keyboards, webcams, and video conferencing hardware, manufactured largely in its own Suzhou facility and sold through major online and retail channels.

3 companies mapped

Automobiles — SUVs & Tractors (India)

Mahindra & Mahindra is India's largest SUV and tractor maker, spanning the Thar and Scorpio to the country's #1 farm-equipment franchise. It sources steel and aluminium from Indian metals majors and a broad base of listed auto-component suppliers.

11 companies mapped

Automobiles — Passenger Vehicles (India)

Maruti Suzuki is India's largest carmaker with roughly 40% passenger-vehicle share. It draws steel and aluminium from Indian metals majors and a deep bench of listed component suppliers, and even builds rebadged models for alliance partner Toyota.

11 companies mapped

Automobiles — Luxury (Germany)

Mercedes-Benz Group is a leading luxury automaker. Its vehicles pair premium steel and aluminium bodies with high-capacity batteries, chips, and electronic modules from a global tier-1 base.

10 companies mapped

Cloud / AI Infrastructure

Meta is building one of the world's largest AI-compute footprints, combining millions of NVIDIA and AMD GPUs with its own MTIA accelerator chips and $115-135B in 2026 capex.

4 companies mapped

Semiconductors — Memory (DRAM/NAND/HBM)

Micron is the leading US-based advanced memory manufacturer, with its HBM3e cubes designed into NVIDIA's HGX B200 and GB200 NVL72 AI platforms amid a structural HBM shortage.

6 companies mapped

Cloud / AI Infrastructure

Microsoft operates Azure's hyperscale AI infrastructure, spending billions on NVIDIA GPUs and server hardware to serve enterprise customers and strategic partner OpenAI.

5 companies mapped

Semiconductor Subsystems — Vacuum, Power & Photonics

MKS Instruments builds the critical subsystems — vacuum, gas delivery, RF/DC power, photonics and process control — that the world's fab-equipment makers embed inside their tools. Its customers are the WFE giants; its own inputs include power-semiconductor devices.

7 companies mapped

Semiconductors — Power Management

Monolithic Power Systems designs power management ICs for AI servers and data-centre infrastructure, with Enterprise Data revenue covering AI server power chips up 97.7% YoY in Q1 2026.

3 companies mapped

Semiconductors

Nanya Technology is the world's #4 DRAM maker and part of Taiwan's Formosa Plastics Group. Its supply chain runs from silicon-wafer and fab-equipment suppliers up to the SSD makers and memory-module brands that buy its commodity DRAM.

11 companies mapped

Video Conferencing Hardware

Neat designs all-in-one video conferencing room hardware closely tied to the Zoom platform, which holds a minority investment in the company.

2 companies mapped

Cloud / Data Center

Oracle operates a global hyperscale cloud (OCI) used by enterprises and AI labs, built on GPU/CPU-dense server hardware sourced from contract manufacturers and chipmakers.

4 companies mapped

Electronics & Battery Manufacturing

Panasonic Holdings is Japan's leading cylindrical lithium-ion cell manufacturer for EVs, operating Gigafactory Nevada with Tesla and supplying batteries to global automakers including Toyota and Lucid.

9 companies mapped

Food & Beverage

PepsiCo is a global food and beverage leader owning brands including Pepsi, Frito-Lay, Gatorade, and Quaker. Its supply chain spans agricultural commodities, aluminum packaging, and advanced manufacturing automation, with over 700 EV delivery trucks including Tesla Semis in its logistics fleet.

9 companies mapped

Lithium Mining & Processing

Piedmont Lithium is a U.S.-based lithium developer focused on building a domestic lithium supply chain. It holds a supply agreement with Tesla, a 50% stake in the Ewoyaa spodumene project in Ghana (via Atlantic Lithium), and is developing the Tennessee Lithium hydroxide conversion plant targeting 30,000 tpy.

9 companies mapped

Semiconductor Equipment

PSK Inc is the world's #1 maker of plasma dry-strip (photoresist removal) equipment, based in South Korea. It sells its tools to nearly every major chipmaker and integrates subsystems like RF power, vacuum pumps and specialty gases.

9 companies mapped

Semiconductors — Memory Interface IP

Rambus licenses memory and interface IP and sells DDR5 buffer/RCD chips that enable high-speed server memory for AI and data-centre workloads.

5 companies mapped

Semiconductors — Memory & Foundry

Samsung Electronics is the world's largest memory manufacturer and a top-3 foundry, supplying HBM4, DRAM and advanced logic wafers to NVIDIA, Broadcom and other AI accelerator makers.

7 companies mapped

Automotive Components — Wiring Harnesses, Mirrors & Modules

Samvardhana Motherson International is one of the world's largest auto-component suppliers — wiring harnesses, rear-view vision systems, and polymer modules that go into cars from nearly every major automaker. It's a hidden enabler: ~22% of the global exterior-mirror market and ~65% of India's passenger-car wiring harnesses.

12 companies mapped

Semiconductor Materials

Shin-Etsu Chemical is the world's largest maker of silicon wafers and a diversified chemicals giant, controlling over 30% of the global wafer market that every advanced chip is built on. Its chain runs from polysilicon and crystal-growth equipment up to the foundries and memory makers that turn its wafers into processors.

11 companies mapped

Semiconductors — Memory (DRAM/NAND/HBM)

SK hynix is the world's leading HBM (High-Bandwidth Memory) manufacturer, supplying the memory stacks that power NVIDIA's AI accelerators, with capacity sold out through 2026.

8 companies mapped

Mining & Metals

Southern Copper is one of the world's largest integrated copper producers, mining and refining copper (plus molybdenum, zinc and silver) in Peru and Mexico for Grupo México. Its chain runs from explosives and giant haul-truck suppliers up to the refiners and cable makers that consume its copper.

8 companies mapped

Automobiles — EVs & Passenger Vehicles (India)

Tata Motors Passenger Vehicles is India's #1 electric-car maker and a top-three carmaker, and parent of Jaguar Land Rover. It leans on captive Tata Steel plus India's component and battery suppliers, with Tata Elxsi providing EV software.

11 companies mapped

Steel (India)

Tata Steel is one of the world's largest steelmakers, turning iron ore and coking coal into the steel that underpins India's autos, construction, and infrastructure.

8 companies mapped

Electric Vehicles & Energy Storage

Tesla designs and mass-produces electric vehicles, battery energy storage (Megapack/Powerwall), and solar products — sourcing battery cells from Asian partners and critical minerals from global mining majors, while selling vehicles, trucks, and grid-scale storage to fleets and energy developers worldwide.

9 companies mapped

Semiconductor Materials

Tokuyama makes some of the world's purest electronic-grade polysilicon (11N), a critical feedstock for silicon wafers. It anchors the Japanese end of the polysilicon supply that ultimately feeds every advanced chip.

8 companies mapped

Semiconductors — Foundry

TSMC is the world's most important semiconductor foundry, manufacturing the advanced logic wafers behind NVIDIA's Blackwell GPUs, Apple's silicon, and Broadcom's custom AI ASICs.

6 companies mapped

Mobility / Ride-hailing

Uber runs its global ride-hailing and delivery platform on multi-cloud infrastructure and is building a robotaxi fleet through vehicle-supply deals with EV makers and autonomous-driving tech partners.

5 companies mapped

Semiconductor Subsystems — Gas Delivery & Modules

Ultra Clean Holdings builds the gas-delivery systems, frames and critical modules that WFE makers integrate into finished fab tools. Its revenue is heavily concentrated in a few big equipment customers, and it integrates components from subsystem suppliers like MKS and Advanced Energy.

6 companies mapped

Power Electronics — AI Server Power Delivery

Vicor manufactures high-density power modules that deliver power efficiently to GPUs and AI accelerators inside NVIDIA-class AI servers and hyperscaler data centres.

3 companies mapped

Automobiles — Mass Market & Premium (Germany)

Volkswagen Group is the world's largest automaker by volume, spanning VW, Audi, Porsche, Škoda and more. It assembles cars from steel, batteries, and electronics sourced from a global tier-1 network.

10 companies mapped

Semiconductor Materials

Wacker Chemie is one of the world's leading producers of hyperpure polysilicon — the 11N-purity feedstock that nearly half of all microchips are built from. It sits between raw silicon metal and the wafer makers who grow it into crystals.

8 companies mapped

Cloud Communications / Video Conferencing

Zoom builds the AI-enabled video conferencing and collaboration platform used by enterprises worldwide, running on multi-cloud infrastructure and certified Zoom Rooms hardware partners.

8 companies mapped