Designs the GPUs that power AI, gaming, and data centres. Its CUDA software platform locks developers in. NVIDIA has become the most valuable chip company in history because demand for its products keeps doubling.
Makes CPUs and GPUs that compete directly with Intel and NVIDIA. Gained significant market share in data centres and AI workloads. Its MI300X chip is the main challenger to NVIDIA in AI training.
Designs the Snapdragon chips inside most Android smartphones. Also moving aggressively into PCs, cars, and AI edge devices. Collects royalties on nearly every 4G and 5G device sold worldwide.
Sells the equipment used to manufacture chips — think of it as the supplier to the suppliers. Every chip fab in the world, from TSMC to Samsung to Intel, buys equipment from Applied Materials. Revenue grows whenever new fabs are built.
Manufactures chips for Apple, NVIDIA, AMD, and almost every other fabless chip designer. Controls roughly 90% of the most advanced chip production in the world. The single most irreplaceable company in the global tech supply chain.
Linked to Semiconductor Equipment and EUV Lithography. Customers include TSMC, Intel and Samsung. Competes with Applied Materials and Lam Research.
Linked to Semiconductors. Customers include Apple. Competes with Qualcomm and NVIDIA.
Linked to Semiconductor Equipment. Customers include TSMC, Intel and Micron. Competes with Applied Materials and KLA Corp.
Linked to Semiconductor Equipment. Customers include TSMC, Intel and Micron. Competes with Applied Materials and Lam Research.
Linked to DRAM & NAND. Customers include NVIDIA and Apple. Competes with Western Digital and Seagate.
Linked to NAND & Flash Storage and Semiconductors. Customers include Apple, Microsoft and Amazon. Competes with Micron Technology and Intel.
Linked to Semiconductors. Customers include Apple, Qualcomm and NVIDIA. Competes with Intel and Qualcomm.
Linked to Semiconductors and Memory Chips. Customers include Apple and Microsoft. Competes with SK Hynix and Intel.
Linked to HBM Memory and AI Hardware. Customers include Nvidia and Apple. Competes with Samsung and Micron.
Linked to Memory Chips and NAND & Flash Storage. Customers include Apple and Tesla. Competes with Micron and SanDisk.
Linked to Semiconductors. Customers include Ford, General Motors and Tesla. Competes with STMicroelectronics and NXP Semiconductors.
Linked to Semiconductors and Analog Semiconductors. Customers include Apple, Ford and General Motors. Competes with NXP Semiconductors and Microchip Technology.
Linked to Semiconductors. Customers include Tesla, Ford and Apple. Competes with Texas Instruments and Microchip Technology.
Linked to Semiconductors. Customers include Caterpillar, John Deere and Honeywell. Competes with Texas Instruments and NXP Semiconductors.
Linked to Semiconductors and Analog Semiconductors. Customers include Apple and John Deere. Competes with Texas Instruments and NXP Semiconductors.
Linked to Semiconductors and Chip Manufacturing. Customers include Qualcomm and AMD. Competes with TSMC and Intel Foundry.
Linked to Semiconductors. Customers include Apple and Samsung. Competes with Qualcomm and Broadcom.
Linked to Semiconductors and Chip Design Software. Customers include NVIDIA, AMD and Intel. Competes with Cadence Design Systems and Microsoft.
Linked to Semiconductors and Chip Design Software. Customers include NVIDIA, AMD and Broadcom. Competes with Synopsys and Microsoft.
Linked to Semiconductors and Chip Testing Equipment. Customers include NVIDIA, AMD and Broadcom. Competes with Applied Materials and KLA Corporation.
Linked to Semiconductors. Customers include NVIDIA and Microsoft. Competes with Texas Instruments and Analog Devices.
Linked to Semiconductors. Customers include Apple, Ford and Tesla. Competes with Texas Instruments and NXP Semiconductors.
Linked to Flash Memory. Customers include Amazon, Microsoft and Google. Competes with Seagate and Micron.
Linked to Flash Memory. Customers include Microsoft and Google. Competes with NetApp and Western Digital.
Linked to Semiconductor Testing. Customers include Qualcomm and Apple. Competes with Teradyne and Cognex.
Linked to Semiconductors. Relies on ASML and Applied Materials. Competes with NVIDIA and AMD.
Linked to Semiconductors. Relies on ASML and Applied Materials. Competes with NVIDIA and AMD.
Linked to Semiconductors. Relies on ASML and Applied Materials. Competes with NVIDIA and AMD.
Linked to Semiconductors. Relies on ASML and Applied Materials. Competes with NVIDIA and AMD.
Linked to Semiconductors. Relies on ASML and Applied Materials. Competes with NVIDIA and AMD.
Linked to Semiconductors. Relies on ASML and Applied Materials. Competes with NVIDIA and AMD.
Linked to Semiconductors. Relies on ASML and Applied Materials. Competes with NVIDIA and AMD.
Linked to Semiconductors. Relies on ASML and Applied Materials. Competes with NVIDIA and AMD.
Linked to Semiconductors. Relies on ASML and Applied Materials. Competes with NVIDIA and AMD.
Linked to Semiconductors. Relies on ASML and Applied Materials. Competes with NVIDIA and AMD.
Linked to Semiconductors. Relies on ASML and Applied Materials. Competes with NVIDIA and AMD.
Linked to Semiconductors. Relies on ASML and Applied Materials. Competes with NVIDIA and AMD.
Linked to Semiconductors. Relies on ASML and Applied Materials. Competes with NVIDIA and AMD.
Linked to Semiconductors. Relies on ASML and Applied Materials. Competes with NVIDIA and AMD.
Linked to Semiconductors. Relies on ASML and Applied Materials. Competes with NVIDIA and AMD.
Linked to Semiconductors. Relies on ASML and Applied Materials. Competes with NVIDIA and AMD.
Linked to Semiconductors. Relies on ASML and Applied Materials. Competes with NVIDIA and AMD.
Linked to Semiconductors. Relies on ASML and Applied Materials. Competes with NVIDIA and AMD.
Linked to Semiconductors. Relies on ASML and Applied Materials. Competes with NVIDIA and AMD.
Linked to Semiconductors. Competes with MKS Instruments and Applied Materials.
Want to explore how these companies connect to each other?