THE SEMICONDUCTOR VALUE CHAIN
Fabless Chip Designers
• $QCOM mobile, automotive & edge AI chips
• $NVDA AI accelerators & data center GPUs
• $TSLA in-house FSD & Dojo AI training chips
• $AVGO custom ASICs & AI networking silicon
• $MRVL data center CPUs, ASICs & optical DSPs
• $AMD CPUs & GPUs for AI training & inference
• $MSFT Maia AI accelerators for Azure & Copilot
• $GOOGL custom TPUs for Search, Cloud & Gemini
• $AAPL in-house SoCs powering Apple Intelligence
• $META custom training & inference accelerators for Llama
Integrated Device Manufactures
• $MU DRAM + NAND for AI memory infrastructure
• $ON power semiconductors for EV & AI edge systems
• $SNDK NAND flash for enterprise & consumer storage
• $TXN analog & embedded chips for industrial & automotive
Foundries
• $GFS automotive & IoT foundry leader
• $TSM world’s largest advanced-node manufacturer
• $INTC Custom Foundry contract manufacturing division
Testing & Packaging
• $AMKR outsourced packaging & test
• $TER automated test equipment leader
• $AEHR burn-in & reliability test systems
Manufacturing / Assembly Equipment & Fab Services
• $LRCX etch & deposition equipment
• $KLAC process control & metrology systems
• $ASML lithography systems enabling advanced nodes
• $AMAT deposition & etch systems for chip fabrication
Design Software, R&D Tools & IP
• $CDNS software for chip design & verification
• $LSCC low-power FPGAs for edge & industrial use
• $SNPS electronic design automation (EDA) software
• $ARM processor IP licensing + first-ever in-house AGI CPU for agentic AI inference
Fabless Chip Designers
• $QCOM mobile, automotive & edge AI chips
• $NVDA AI accelerators & data center GPUs
• $TSLA in-house FSD & Dojo AI training chips
• $AVGO custom ASICs & AI networking silicon
• $MRVL data center CPUs, ASICs & optical DSPs
• $AMD CPUs & GPUs for AI training & inference
• $MSFT Maia AI accelerators for Azure & Copilot
• $GOOGL custom TPUs for Search, Cloud & Gemini
• $AAPL in-house SoCs powering Apple Intelligence
• $META custom training & inference accelerators for Llama
Integrated Device Manufactures
• $MU DRAM + NAND for AI memory infrastructure
• $ON power semiconductors for EV & AI edge systems
• $SNDK NAND flash for enterprise & consumer storage
• $TXN analog & embedded chips for industrial & automotive
Foundries
• $GFS automotive & IoT foundry leader
• $TSM world’s largest advanced-node manufacturer
• $INTC Custom Foundry contract manufacturing division
Testing & Packaging
• $AMKR outsourced packaging & test
• $TER automated test equipment leader
• $AEHR burn-in & reliability test systems
Manufacturing / Assembly Equipment & Fab Services
• $LRCX etch & deposition equipment
• $KLAC process control & metrology systems
• $ASML lithography systems enabling advanced nodes
• $AMAT deposition & etch systems for chip fabrication
Design Software, R&D Tools & IP
• $CDNS software for chip design & verification
• $LSCC low-power FPGAs for edge & industrial use
• $SNPS electronic design automation (EDA) software
• $ARM processor IP licensing + first-ever in-house AGI CPU for agentic AI inference