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Global AI Industry Chain

Global AI Market Map

Global AI infrastructure and application chain across US, Japan, Korea, Taiwan, and Europe. English is the primary research label; Chinese terms are used as a secondary recognition layer for institutional cross-border coverage.

14
Nodes
5
Links
14
Priced
0
Gaps
AI Capex Supercycle (AI资本开支周期)HBM Shortage (高带宽存储短缺)China Domestic Substitution (国产替代)Datacenter Power Bottleneck (数据中心电力瓶颈)Inference Demand Explosion (推理需求爆发)GPU (图形处理器)ASIC (专用集成电路)HBM (高带宽存储)CPO (共封装光学)
Connected Supply Chain Lanes

Layered AI Industry Flow

Lanes are grouped by category; explicit direction appears only in relationships below.
Layer 1

AI Chips & Accelerators (AI芯片与加速器)

2 nodes · 2 priced

NVIDIA
NVDA · NASDAQ · US
203.28
realtime

Core accelerator platform for AI training and inference.

Inference Demand Explosion
Dependencies: TSMC advanced nodes · HBM supply
AMD
AMD · NASDAQ · US
503.57
realtime

Second-source AI accelerator challenger.

Dependencies: TSMC advanced nodes · HBM supply
Layer 2

HBM / Memory (高带宽存储 / 存储器)

2 nodes · 2 priced

Micron
MU · NASDAQ · US
865.46
fallback
+1.94%

US memory exposure to HBM shortage.

HBM Shortage
Dependencies: HBM qualification · DRAM cycle
SK HynixSK海力士
000660 · KRX · Korea
1,764,000.00
fallback
-4.23%

HBM leader embedded in AI accelerator supply chains.

HBM Shortage
Dependencies: HBM yields · memory cycle
Layer 3

Foundry (晶圆代工)

1 nodes · 1 priced

TSMC台积电
TSM · NYSE · Taiwan
402.30
realtime

Advanced-node foundry bottleneck for AI silicon.

Dependencies: geopolitics · tool availability
Layer 4

Semiconductor Equipment (半导体设备)

2 nodes · 2 priced

ASML阿斯麦
ASML · AMS · Europe
1,520.80
fallback
-1.05%

EUV lithography monopoly for leading-edge AI chips.

Dependencies: export controls · fab capex timing
Tokyo Electron东京电子
8035 · TSE · Japan
66,270.00
fallback
+1.80%

Process equipment beneficiary of advanced logic and memory capex.

AI Capex SupercycleHBM Shortage
Dependencies: WFE cycle · export controls
Layer 5

Networking / Optical / CPO (网络 / 光互联 / 共封装光学)

3 nodes · 3 priced

Broadcom
AVGO · NASDAQ · US
378.16
fallback
+1.98%

Custom silicon and networking beneficiary of AI scale-out.

Dependencies: hyperscaler capex · advanced packaging
Arista Networks
ANET · NYSE · US
169.35
fallback
+0.44%

AI cluster networking leader.

Dependencies: cloud titan capex · switching cycles
Coherent
COHR · NYSE · US
285.40
fallback
+2.81%

Optical component exposure to AI datacenter bandwidth.

AI Capex Supercycle
Dependencies: optical cycle · customer inventory
Layer 6

Datacenter Power / Cooling / Colocation (数据中心电力 / 散热 / 托管)

2 nodes · 2 priced

Vertiv
VRT · NYSE · US
295.13
fallback
+1.92%

Power and cooling beneficiary of dense AI datacenters.

AI Capex SupercycleDatacenter Power Bottleneck
Dependencies: datacenter build schedules · power availability
Eaton
ETN · NYSE · US
401.41
fallback
+0.36%

Electrical infrastructure exposure to AI power demand.

AI Capex SupercycleDatacenter Power Bottleneck
Dependencies: grid interconnect timing · industrial cycle
Layer 7

AI Software / SaaS (AI软件 / SaaS)

1 nodes · 1 priced

Palantir
PLTR · NYSE · US
134.85
realtime

Enterprise AI operating layer.

Inference Demand Explosion
Dependencies: enterprise deployment cycles · valuation sensitivity
Layer 8

Robotics / Automation (机器人 / 自动化)

1 nodes · 1 priced

FANUC发那科
6954 · TSE · Japan
6,797.00
fallback
+2.41%

Industrial automation node for AI-enabled manufacturing.

Dependencies: industrial capex · China automation demand
Directional Relationship Lines

Dependency / Supplier / Beneficiary Map

5 links
NVIDIA -> TSMC (台积电)
dependency · 5/5
directional line
→

NVIDIA advanced accelerators depend on TSMC leading-edge manufacturing.

AMD -> TSMC (台积电)
dependency · 5/5
directional line
→

AMD accelerators depend on TSMC advanced-node supply.

NVIDIA -> SK Hynix (SK海力士)
dependency · 4/5
directional line
→

NVIDIA accelerator supply is tied to HBM availability.

Arista Networks -> NVIDIA
beneficiary · 4/5
directional line
→

AI accelerator clusters increase high-speed networking demand.

Vertiv -> NVIDIA
second_order_beneficiary · 4/5
directional line
→

Higher-density AI racks increase power and cooling demand.