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

Conglomerate — Energy Manufacturing, Airports & Coal (India)

Adani Enterprises is the Adani Group's incubator, running solar module and wind turbine factories, airports, coal mining and trading, roads, copper and data centres. Its Mundra factories supply group renewable developer Adani Green, using German wind-turbine designs from W2E.

8 companies mapped

Power Generation — Thermal (India)

Adani Power is India's largest private thermal power producer, selling electricity to state utilities and, from its Godda plant, to Bangladesh. It runs on domestic and imported coal and is building six new 800 MW units with BHEL turbines.

6 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 / AI Infrastructure

Alphabet is Google's parent company, running Search, Android, and Google Cloud while designing its own TPU AI chips and buying clean power to run the data centers behind all of it.

6 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

Semiconductors — CPUs, GPUs & AI Accelerators

AMD designs the CPUs, GPUs, and AI accelerators that compete directly with Intel and NVIDIA, and manufactures none of them itself — every leading-edge part is fabricated at TSMC and packaged with third-party high-bandwidth memory.

12 companies mapped

Semiconductor Packaging & Test (OSAT)

Amkor is the largest US-headquartered outsourced chip packaging and test company. It turns finished wafers from TSMC and others into working chips for Apple, Nvidia, Qualcomm and AMD, and is building a $7B advanced-packaging campus in Arizona.

11 companies mapped

AI — Frontier Models (LLMs)

Anthropic builds the Claude family of frontier AI models and sells them mostly to enterprises, directly and through AWS, Google Cloud and Microsoft. Its real supply chain is compute: Google TPUs, AWS Trainium and Nvidia GPUs, spread across hyperscalers and neoclouds under roughly $517B of compute agreements.

12 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

Steel (Global)

ArcelorMittal is the world's second-largest steel producer, turning iron ore and coking coal into the steel automakers, machine builders, and construction firms build with.

7 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

Forgings, Auto Components & Defence (India)

Bharat Forge is a Kalyani-group forging major supplying crankshafts, axle beams and chassis parts to global truck and car makers. Through Kalyani Strategic Systems it builds artillery such as ATAGS for India's Ministry of Defence.

7 companies mapped

Power Equipment & Engineering (India)

BHEL is India's state-owned power-equipment maker, building boilers, turbines and generators for NTPC, Adani Power and others, plus traction gear for Indian Railways and nuclear equipment with NPCIL. Its turbine technology comes from long-running collaborations with Siemens Energy and GE.

7 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

Automotive Components — Fuel Injection & Electronics (India)

Bosch Ltd is the listed Indian arm of Germany's Robert Bosch. It supplies diesel and gasoline fuel-injection systems, sensors and electronics to nearly every Indian vehicle maker, and FY26 revenue grew 10.8% to ₹20,035 Cr on tractor, passenger-vehicle and two-wheeler demand.

6 companies mapped

Semiconductors — Custom AI Silicon & Networking

Broadcom designs the custom AI accelerators and networking chips that hyperscalers use to build their own AI infrastructure, alongside infrastructure software from its VMware acquisition. It's fabless, leaning entirely on TSMC to build what it designs.

5 companies mapped

Semiconductor Equipment — EUV & DUV Optics

Carl Zeiss SMT is the world's sole maker of the ultra-precise mirrors and lenses inside ASML's lithography scanners — the optical heart of every advanced chip. This maps who Zeiss depends on for materials and light, and who depends on Zeiss to make chips.

8 companies mapped

Heavy Equipment & Machinery

Caterpillar is the world's largest manufacturer of construction and mining equipment, diesel and natural gas engines, and industrial gas turbines, selling to miners and heavy-industry buyers worldwide.

7 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

Mining — Thermal Coal (India)

Coal India is the state-owned miner that produces most of India's coal, with close to 80% of supplies going to power plants such as NTPC and Adani Power. Its mines run on explosives from Solar Industries and dump trucks and excavators from BEML, Komatsu and Caterpillar.

9 companies mapped

Lasers, Photonics & Compound Semiconductors

Coherent (formerly II-VI) makes industrial lasers, the optical transceivers wiring AI data centers, silicon carbide, and precision optics. This maps the tech giants buying its photonics and the suppliers behind its materials.

7 companies mapped

Automotive Components (Germany)

Continental AG is one of the world's largest automotive suppliers and tire makers, building tires, braking systems, and vehicle electronics for automakers worldwide.

5 companies mapped

AI Cloud — GPU Neocloud

CoreWeave rents Nvidia GPU capacity to AI labs and hyperscalers. Its backlog has grown past $66B with Microsoft, OpenAI, Meta, Google and Anthropic as customers. It depends on Nvidia for GPUs, OEMs for racks and former bitcoin miners for powered data-centre shells.

11 companies mapped

Specialty Glass & Optical Materials

Corning turns 175 years of glass science into Gorilla Glass for phones, display glass for screens, and the optical fiber wiring the AI data-center boom. This maps the tech giants buying its glass and the materials feeding its furnaces.

8 companies mapped

Defence & Aerospace Electronics (India)

Data Patterns is a Chennai-based designer and maker of radars, EW systems, avionics and test equipment for India's armed forces, DRDO, ISRO and defence PSUs. Its main upstream exposure is imported FPGAs and semiconductors.

7 companies mapped

Enterprise IT — Servers, Storage & PCs

Dell assembles and sells the servers, storage, and PCs that enterprises and AI data centers run on. Its margins depend far more on component suppliers like NVIDIA than on anything Dell manufactures itself.

13 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

Electronics Manufacturing Services — Smartphones (India)

Dixon Technologies is India's largest homegrown electronics contract manufacturer, assembling smartphones for Motorola, Google, Transsion and Xiaomi, plus a Vivo joint venture. It is moving upstream into display and camera modules through joint ventures with Chinese partners.

9 companies mapped

Video Conferencing Hardware

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

2 companies mapped

Pumps & Semiconductor Equipment

Ebara is the Japanese engineering firm that makes both the pumps moving the world's water and the dry vacuum pumps and CMP systems inside advanced chip fabs. Over 80% of the top-20 chipmakers are its customers.

8 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

Contact Centre & CX Software Services (India)

Exato Technologies is a Noida-based CX-as-a-service firm that implements and manages NICE contact-centre, Cognigy voice-AI and Acumatica ERP platforms for Indian banks, BPOs and global enterprises. Its biggest upstream dependency is NICE, the platform behind most of its deployments, and it sells into 9 of India's 10 leading banks.

10 companies mapped

Batteries — Lead-Acid & Lithium-Ion (India)

Exide is India's largest lead-acid battery maker and is building a 6 GWh lithium-ion cell gigafactory in Bengaluru, expanding to 12 GWh, using licensed SVOLT technology. Hyundai and Kia have signed on for its LFP cells.

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

Silicon Metal & Ferroalloys

Ferroglobe is one of the West's largest producers of silicon metal and silicon/manganese alloys, with captive quartz mines in Spain, the US, Canada and South Africa. Its silicon feeds polysilicon makers, silicone chemicals and aluminium alloys.

5 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

Automobiles — Mass Market (United States)

General Motors builds the Chevrolet, GMC, Cadillac, and Buick brands, and is racing to secure the lithium and battery cell supply its Ultium EV platform depends on.

7 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

Semiconductors — Foundry (Mature & Specialty Nodes)

GlobalFoundries deliberately exited the leading-edge race and instead runs the mature and specialty nodes that automotive, RF, and industrial chips depend on — a very different foundry business from TSMC's.

14 companies mapped

Semiconductor Materials — Silicon Wafers

GlobalWafers is Taiwan's largest silicon wafer maker and the world's third-largest, feeding the wafer supply chains of the biggest chipmakers while expanding aggressively into US manufacturing.

5 companies mapped

Photonics & Sensors

Hamamatsu Photonics is the Japanese leader in photodetectors, photomultipliers and light sources used across medical imaging, analytical instruments, scientific research and semiconductor inspection. This maps who buys its sensors and who supplies its materials.

5 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

Electronics Manufacturing Services (Contract Manufacturing)

Foxconn (Hon Hai Precision Industry) is the world's largest contract electronics manufacturer, assembling the majority of the world's iPhones along with PCs, servers, and AI infrastructure hardware for the biggest names in tech.

5 companies mapped

Analytical & Measurement Instruments

Horiba makes the precision instruments that measure the modern world — from the mass-flow controllers metering gases inside chip tools (30%+ global share) to the emissions analyzers testing car engines. This maps its customers and the components inside its instruments.

7 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

Power Semiconductors

Infineon is Europe's largest chipmaker and the world leader in power semiconductors — the chips that manage electricity in cars, factories and clean-energy systems. This maps who buys its chips and who supplies the wafers and tools behind them.

8 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

FMCG — Cigarettes, Foods & Paperboard (India)

ITC is India's largest cigarette maker, with a large packaged-foods business and the country's biggest integrated paperboard mill at Bhadrachalam. It sources tobacco and wheat from Indian farmers, exports leaf tobacco, and counts British American Tobacco as a major shareholder.

6 companies mapped

Steel (India)

JSW Steel is India's largest steelmaker by capacity and a key flat-steel supplier to the auto industry. It buys domestic iron ore and imported coking coal, and is partnered with Japan's JFE Steel through a 50:50 JV and a stake in JSW Kalinga Steel.

8 companies mapped

Electronics Manufacturing & Chip Packaging (India)

Kaynes Technology is an Indian electronics manufacturer for automotive, industrial, aerospace, railway and medical customers. Its Kaynes Semicon unit opened India's second operational chip plant at Sanand in 2026, packaging power modules for Alpha and Omega Semiconductor with Japanese partners Mitsui and AOI Electronics.

8 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

Construction & Mining Equipment (Japan)

Komatsu is the world's second-largest maker of construction and mining equipment, building excavators, dump trucks, and bulldozers that miners run at massive scale.

5 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

Industrial Gases

Linde is the world's largest industrial gas company, separating air into oxygen, nitrogen, and hydrogen for customers spanning chemicals, semiconductors, and space launch.

6 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

Electric Motors

Nidec is the world's largest maker of precision electric motors — from the tiny spindle motors in disk drives to the traction motors driving EVs. This maps who buys its motors and the magnet materials inside them.

6 companies mapped

Steel (Japan / Global)

Nippon Steel is Japan's largest steelmaker and, after closing its $14.9B U.S. Steel takeover in June 2025, one of the world's biggest. It supplies high-grade auto and machinery steel to Toyota and Komatsu and depends on seaborne iron ore and coking coal.

9 companies mapped

Bearings & Motion Technology

NSK is one of the world's largest bearing makers, supplying the precision bearings and motion components inside cars, industrial machines and semiconductor tools. This maps who buys its bearings and the steel behind them.

6 companies mapped

Artificial Intelligence — Frontier Models

OpenAI builds the GPT model family and ChatGPT, running training and inference on massive cloud compute contracts while its models get embedded into other companies' software.

5 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 — Mobile & Wireless

Qualcomm designs the Snapdragon processors and modems inside most premium Android phones, and increasingly automotive and PC silicon — all fabricated by outside foundries.

12 companies mapped

AI Servers — ODM

Quanta Computer is a Taiwanese ODM and, through QCT, one of the biggest builders of hyperscale AI server racks. It ships Nvidia GB300 systems now and Vera Rubin next, plus custom-ASIC servers for AWS, and plans to double AI server capacity by end-2026.

6 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

Conglomerate — Oil-to-Chemicals, Telecom & Retail (India)

Reliance Industries runs Jamnagar, the world's largest single-site refining complex, plus India's largest telecom operator (Jio) and retail chain. Its crude sourcing was reshaped in late 2025 when US sanctions forced it to halt Rosneft purchases, and Jio's network rests on Ericsson and Nokia 5G gear.

10 companies mapped

Mining & Metals

Rio Tinto is one of the world's largest miners, producing the iron ore, aluminium, copper, lithium and borates that feed steelmakers, automakers, chipmakers and glass companies. This maps who buys its metals and who supplies the machines that dig them.

7 companies mapped

Automotive Components & Industrial Technology

Robert Bosch GmbH is the world's largest automotive supplier, privately held and controlled by a charitable foundation, making everything from braking systems and ADAS to power tools and semiconductors for the auto industry.

6 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

Battery Manufacturing — EV & Energy Storage

Samsung SDI makes the EV and energy-storage battery cells behind BMW, Mercedes, Volkswagen, and Stellantis programmes, and has been deliberately re-sourcing cathode materials away from Chinese suppliers.

12 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

Specialty Glass & Glass-Ceramics

SCHOTT AG is the German glassmaker behind ZERODUR — the near-zero-expansion glass-ceramic that becomes the substrate for EUV mirrors and photomasks. Owned by the Carl Zeiss Foundation, its glass ends up in nearly every advanced chip and countless pharmaceutical vials.

7 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

Power Generation & Grid Equipment

Siemens Energy makes gas turbines, grid transmission equipment and, through Siemens Gamesa, wind turbines. AI data-centre and Middle East demand has pushed its backlog to a record €162B, with delivery slots now running into 2029–2030.

4 companies mapped

Semiconductor Materials — Silicon Wafers

Siltronic makes the blank silicon wafers every chip is printed on. It is one of only five companies in the world operating at 300mm scale, which puts it upstream of essentially the entire semiconductor industry.

10 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

Explosives & Defence Ammunition (India)

Solar Industries is India's largest maker of industrial explosives and a fast-growing defence ammunition supplier, with Pinaka rockets, 155mm shells and the Nagastra loitering munition. Coal India buys its bulk explosives, and its key input, ammonium nitrate, comes from a three-supplier domestic market.

6 companies mapped

Auto Components — EV Driveline & Motors (India)

Sona BLW (Sona Comstar) makes differential gears, driveline parts and traction motors, with EV customers such as Tesla and Stellantis making up about a third of revenue. It is India's biggest importer of rare-earth magnets and is localising magnet production after China's export curbs.

5 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

Semiconductors — Automotive & Industrial

STMicroelectronics is a European IDM making the power, analog, and sensor chips that cars and industrial equipment depend on — one of the few chipmakers that still owns most of its own fabs.

13 companies mapped

Semiconductor Materials — Silicon Wafers

SUMCO is one of the world's top silicon wafer makers, growing and polishing the crystalline silicon discs every chipmaker starts a chip from. Together with Shin-Etsu, it supplies over half the world's 300mm wafer capacity.

6 companies mapped

AI Server & Data Center Systems

Super Micro builds the GPU server racks that AI data centers are assembled from. Its business is essentially a fast integration layer on top of NVIDIA silicon, which makes NVIDIA both its enabler and its constraint.

13 companies mapped

Electronic Design Automation & Semiconductor IP

Synopsys sells the software and pre-built IP blocks that chip designers use to create silicon. Almost every advanced chip in the world passes through its tools before it is ever fabricated.

12 companies mapped

Automobiles — Commercial Vehicles (India)

Tata Motors is India's largest commercial vehicle maker, building trucks and buses for fleet and government buyers, now a separate listed entity from Tata Motors Passenger Vehicles following the 2025 demerger.

5 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

Semiconductor Equipment — Coat/Develop, Etch, Deposition & Cleaning

Tokyo Electron (TEL) is Japan's largest chip-equipment maker, with a near-monopoly on the coat/develop tools used in EUV lithography and a top-two position in etch and deposition. This maps the chipmakers it sells to and the subsystem suppliers it buys from.

11 companies mapped

Automobiles — Hybrid & Mass Market (Japan)

Toyota is the world's largest carmaker by volume, built on a keiretsu supply network of companies it partly owns — Denso, Aisin, and Toyota Industries — which makes its chain unusually vertically entangled.

11 companies mapped

Machine Tools & Laser Technology

TRUMPF is the family-owned German giant of industrial lasers and machine tools — and the sole maker of the high-power drive laser that powers ASML's EUV lithography. This maps who buys its lasers and machines, and who supplies the components inside them.

6 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

Materials Technology & Recycling

Umicore is a Belgian materials-technology and recycling group making automotive catalysts, EV battery cathode materials, and refined precious metals and germanium. This maps who buys its materials and who feeds its refineries.

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

Battery Manufacturing Equipment

Wuxi Lead Intelligent Equipment is the world's largest maker of lithium-battery production lines, with about 15.5% of the global market. It sells winding, stacking and formation equipment to CATL, LGES, Panasonic, BYD and Tesla, and is pushing into solid-state battery lines.

6 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