Global AI Supply Chain全球AI供应链
Listed Company Industrial Chain Dashboard
Bloomberg-style institutional map of AI infrastructure and software exposure across the US, Japan, Korea, Taiwan, Europe, and selected China-listed bottleneck nodes. Chinese labels are used as a secondary recognition layer.
Europe · 10Japan · 8US · 39Taiwan · 6Korea · 4China · 2
Companies Tracked覆盖公司
69
12 supply-chain lanes
Strongest Layer最强环节
HBM / Memory
5.45% avg move
Weakest Data Coverage最低数据覆盖
Semiconductor Equipment
83% quoted
Active Narratives活跃叙事
11
AI Capex Supercycle · Sovereign AI · Advanced Packaging Constraint
Upstream to Downstream Flow
Scroll horizontally from semiconductor equipment and foundry to cloud, software, applications, and automation.
AI Capex SupercycleAI资本开支周期Sovereign AI主权AIAdvanced Packaging Constraint先进封装约束HBM高带宽存储Inference Demand推理需求Cloud AI云端AIOptical Networking高速光互联Datacenter Power Bottleneck数据中心电力瓶颈AI Agent InfrastructureAI智能体基础设施Cybersecurity / AI Infrastructure网络安全 / AI基础设施Robotics Renaissance机器人复兴
1
83% data
Semiconductor Equipment半导体设备
Lithography, process, test, and back-end tools set capacity velocity.
ASML阿斯麦
ASML
Price
1679.92
Change
+3.08%
EUV lithography monopoly
fallbackAI Capex Supercycle
ASM InternationalASM国际
ASMI.AS
Price
n/a
Change
n/a
Deposition process tools
missingAI Capex Supercycle
Tokyo Electron东京电子
8035.T
Price
53110.00
Change
+4.20%
Process equipment leader
fallbackAI Capex Supercycle
Advantest爱德万测试
6857.T
Price
32050.00
Change
+5.99%
Semiconductor test equipment
fallbackAI Capex Supercycle
Disco迪思科
6146.T
Price
52420.00
Change
+3.62%
Wafer cutting and grinding tools
fallbackAI Capex Supercycle
Lasertec
6920.T
Price
39090.00
Change
+8.70%
Mask inspection tools
fallbackAI Capex Supercycle
2
100% data
EDA / IP / Silicon DesignEDA / IP / 芯片设计
EDA, IP, and design tools enable AI ASIC and accelerator roadmaps.
Cadence
CDNS
Price
282.90
Change
+0.76%
EDA for AI ASIC design
fallbackAI Capex SupercycleSovereign AI
Synopsys
SNPS
Price
384.97
Change
+1.00%
EDA and IP for AI silicon
fallbackAI Capex SupercycleSovereign AI
3
100% data
Foundry晶圆代工
Leading-node manufacturing converts AI silicon demand into wafers.
TSMC台积电
TSM
Price
434.67
Change
n/a
Advanced-node foundry bottleneck
liveAI Capex Supercycle
Samsung Electronics三星电子
005930.KS
Price
261000.00
Change
+3.37%
Alternative leading-edge foundry
fallbackAI Capex Supercycle
4
100% data
Advanced Packaging / Testing先进封装 / 测试
CoWoS, test, and advanced packaging turn dies into AI systems.
ASE Technology日月光
ASX
Price
41.63
Change
+4.10%
OSAT and advanced packaging
fallbackAI Capex SupercycleAdvanced Packaging Constraint
Amkor安靠
AMKR
Price
50.30
Change
+4.90%
Global OSAT and advanced packaging
fallbackAI Capex SupercycleAdvanced Packaging Constraint
JCET长电科技
600584.SS
Price
73.00
Change
+7.75%
China OSAT and advanced packaging
fallbackAdvanced Packaging ConstraintSovereign AI
Tongfu Microelectronics通富微电
002156.SZ
Price
61.38
Change
+5.26%
HPC packaging and China OSAT exposure
fallbackAdvanced Packaging ConstraintSovereign AI
BE SemiconductorBESI
BESI.AS
Price
186.65
Change
+2.84%
Hybrid bonding and assembly
fallbackAI Capex SupercycleAdvanced Packaging Constraint
Hanmi Semiconductor
042700.KQ
Price
151000.00
Change
-1.63%
HBM packaging equipment
fallbackHBMAI Capex Supercycle
5
100% data
AI Chips & AcceleratorsAI芯片与加速器
Compute platforms and custom silicon define the first AI control point.
NVIDIA
NVDA
Price
222.27
Change
n/a
GPU platform leader
liveAI Capex SupercycleInference Demand
AMD
AMD
Price
559.82
Change
n/a
Merchant accelerator challenger
liveAI Capex SupercycleInference Demand
Broadcom
AVGO
Price
357.61
Change
+2.97%
Custom ASIC and connectivity
fallbackAI Capex SupercycleCloud AI
MediaTek联发科
2454.TW
Price
4710.00
Change
+4.67%
Edge AI and SoC exposure
fallbackInference Demand
Infineon
IFX.DE
Price
55.86
Change
+2.68%
Power semis and edge silicon
fallbackAI Capex Supercycle
STMicroelectronics
STM
Price
50.18
Change
+3.23%
Industrial and edge semis
fallbackInference Demand
6
100% data
HBM / Memory高带宽存储 / 存储器
Memory bandwidth and HBM supply gate accelerator availability.
Micron
MU
Price
1015.80
Change
+3.92%
US-listed HBM and DRAM exposure
fallbackHBMAI Capex Supercycle
Western Digital
WDC
Price
441.36
Change
+4.13%
NAND and storage cycle exposure
fallbackAI Capex Supercycle
Kioxia铠侠
285A.T
Price
54570.00
Change
+9.40%
NAND and storage supplier
fallbackAI Capex SupercycleSovereign AI
SK HynixSK海力士
000660.KS
Price
1857000.00
Change
+6.42%
HBM leader
fallbackHBM
Samsung Electronics三星电子
005930.KS
Price
261000.00
Change
+3.37%
Memory and foundry platform
fallbackHBMAI Capex Supercycle
7
100% data
Networking / Optical / CPO网络 / 光互联 / 共封装光学
Scale-out clusters require switching, optical links, and CPO migration.
Astera Labs
ALAB
Price
303.25
Change
+3.30%
AI connectivity and retimer platform
fallbackAI Capex SupercycleOptical Networking
Credo
CRDO
Price
175.89
Change
+4.54%
High-speed connectivity and AEC exposure
fallbackOptical NetworkingAI Capex Supercycle
Marvell
MRVL
Price
244.25
Change
+1.45%
Custom silicon and electro-optics
fallbackOptical NetworkingCloud AI
Arista
ANET
Price
199.39
Change
-0.07%
AI Ethernet switching
fallbackOptical NetworkingAI Capex Supercycle
Coherent
COHR
Price
317.36
Change
+7.22%
Optical components and transceivers
fallbackOptical Networking
Fabrinet
FN
Price
388.55
Change
+2.00%
Optical manufacturing services
fallbackOptical Networking
Ciena
CIEN
Price
348.80
Change
+1.32%
Optical transport and datacenter interconnect
fallbackOptical Networking
Applied Optoelectronics
AAOI
Price
105.17
Change
+7.25%
Datacenter optical modules
fallbackOptical Networking
Nokia / Infinera
NOK
Price
10.68
Change
+0.75%
Listed optical networking platform with Infinera assets
fallbackOptical NetworkingAI Capex Supercycle
8
100% data
Datacenter Power / Cooling / Colocation数据中心电力 / 散热 / 托管
Rack density shifts bottlenecks to power, thermal, electrical systems, and AI colocation capacity.
Vertiv
VRT
Price
249.39
Change
+3.27%
Power and cooling systems
fallbackDatacenter Power BottleneckAI Capex Supercycle
Eaton
ETN
Price
424.77
Change
+3.74%
Electrical infrastructure
fallbackDatacenter Power Bottleneck
Schneider Electric施耐德电气
SU.PA
Price
285.75
Change
-0.47%
Electrical and energy management
fallbackDatacenter Power Bottleneck
Trane Technologies特灵科技
TT
Price
429.11
Change
+1.37%
Cooling and thermal infrastructure
fallbackDatacenter Power BottleneckAI Capex Supercycle
Johnson Controls江森自控
JCI
Price
143.28
Change
+1.57%
Building controls and cooling infrastructure
fallbackDatacenter Power Bottleneck
Super Micro Computer
SMCI
Price
39.09
Change
-3.12%
AI server integration
fallbackAI Capex SupercycleDatacenter Power Bottleneck
Quanta广达
2382.TW
Price
343.00
Change
-0.29%
Server ODM
fallbackAI Capex SupercycleCloud AI
Wistron纬创
3231.TW
Price
186.50
Change
+0.00%
Server and infrastructure ODM
fallbackAI Capex Supercycle
Wiwynn纬颖
6669.TW
Price
2140.00
Change
+0.23%
Cloud server platform
fallbackAI Capex SupercycleCloud AI
Equinix
EQIX
Price
1021.34
Change
-0.45%
Colocation and interconnection platform
fallbackDatacenter Power BottleneckAI Capex Supercycle
Digital Realty
DLR
Price
182.12
Change
-1.16%
Datacenter REIT and AI capacity landlord
fallbackDatacenter Power BottleneckAI Capex Supercycle
9
100% data
Cloud / Hyperscalers云计算 / 超大规模云厂商
Cloud balance sheets translate model demand into physical capex.
Microsoft
MSFT
Price
493.78
Change
n/a
Azure and AI platform
liveCloud AIAI Capex Supercycle
Amazon
AMZN
Price
253.71
Change
n/a
AWS AI infrastructure
liveCloud AIAI Capex Supercycle
Alphabet
GOOGL
Price
349.54
Change
n/a
Google Cloud and TPU platform
liveCloud AIInference Demand
Oracle
ORCL
Price
147.61
Change
-1.98%
OCI AI capacity challenger
fallbackCloud AI
10
90% data
AI Software / Data PlatformAI软件 / 数据平台
Data, observability, and workflow layers monetize AI adoption.
Palantir
PLTR
Price
177.64
Change
+0.79%
Operational AI workflow platform
fallbackCloud AIInference Demand
Snowflake
SNOW
Price
332.43
Change
-1.76%
AI data cloud
fallbackCloud AIAI Agent Infrastructure
MongoDB
MDB
Price
383.56
Change
-2.51%
Developer data platform for AI applications
fallbackAI Agent InfrastructureCloud AI
Elastic
ESTC
Price
86.96
Change
-2.26%
Search and observability for AI workloads
fallbackAI Agent InfrastructureCybersecurity / AI Infrastructure
Confluent
CFLT
Price
n/a
Change
n/a
Streaming data infrastructure
missingAI Agent InfrastructureCloud AI
Datadog
DDOG
Price
229.92
Change
-2.58%
Observability for cloud AI systems
fallbackCloud AIAI Agent Infrastructure
CrowdStrike
CRWD
Price
237.65
Change
-3.28%
AI-native endpoint security platform
fallbackCybersecurity / AI InfrastructureAI Agent Infrastructure
Palo Alto Networks
PANW
Price
363.58
Change
-3.06%
AI security and cloud security platform
fallbackCybersecurity / AI InfrastructureAI Agent Infrastructure
Zscaler
ZS
Price
197.31
Change
-0.08%
Zero trust and cloud security platform
fallbackCybersecurity / AI InfrastructureAI Agent Infrastructure
SAP
SAP
Price
209.45
Change
-1.97%
Enterprise data and AI workflows
fallbackCloud AIAI Agent Infrastructure
11
100% data
AI ApplicationsAI应用
Application vendors package AI into repeatable vertical workflows.
Adobe
ADBE
Price
248.92
Change
-1.48%
Creative and document AI applications
fallbackInference DemandCloud AI
ServiceNow
NOW
Price
135.47
Change
-2.17%
Enterprise workflow AI
fallbackInference DemandCloud AI
12
83% data
Robotics / Automation机器人 / 自动化
AI expands automation potential beyond digital workloads.
FANUC发那科
6954.T
Price
5852.00
Change
+1.00%
Industrial robotics
fallbackRobotics Renaissance
Yaskawa Electric安川电机
6506.T
Price
4383.00
Change
+1.95%
Motion control and industrial robots
fallbackRobotics Renaissance
Keyence基恩士
6861.T
Price
76580.00
Change
+0.63%
Factory automation sensors
fallbackRobotics Renaissance
ABB
ABB
Price
n/a
Change
n/a
Industrial automation and robotics
missingRobotics Renaissance
Rockwell Automation罗克韦尔自动化
ROK
Price
415.62
Change
+1.36%
Factory automation platform
fallbackRobotics RenaissanceAI Agent Infrastructure
Siemens西门子
SIE.DE
Price
264.00
Change
-0.98%
Industrial automation and digital twin
fallbackRobotics RenaissanceAI Agent Infrastructure