THE SEMICONDUCTOR VALUE CHAIN

Fabless Chip Designers

• $GOOGL custom TPU & cloud AI chips

• $AMD high-performance CPUs & GPUs

• $NVDA AI accelerators & data center GPUs

• $AVGO network, connectivity & ASIC solutions

• $QCOM mobile & automotive semiconductors

• $TSLA in-house FSD & vehicle computing chips

• $META custom inference silicon for AI workloads

• $AAPL in-house SoCs for devices & AI compute

• $MSFT AI acceleration chips for Azure & Copilot

• $MRVL data center, storage & networking chips

Foundries

• $TSM world’s largest advanced-node manufacturer

• $INTC Custom Foundry contract manufacturing division

• Samsung diversified logic & memory foundry

• GlobalFoundries automotive & IoT foundry leader

Testing & Packaging

• $TER automated test equipment leader

• $AMKR outsourced packaging & test

• $AEHR burn-in & reliability test systems

Design Software, R&D Tools & IP

• $SNPS electronic design automation (EDA) software

• $ARM processor IP & architecture licensing

• $CDNS software for chip design & verification

• $LSCC low-power FPGAs for edge & industrial use

Manufacturing / Assembly Equipment & Fab Services

• $ASML lithography systems enabling advanced nodes

• $AMAT deposition & etch systems for chip fabrication

• $LRCX etch & deposition equipment

• $KLAC process control & metrology systems