“Cooling Vertiv Holdings $VRT Schneider Electric Modine Manufacturing”
AI data center power density explosion drives thermal management demand; Vertiv is the only pure-play US-listed cooling company named in the supply chain map
“Server/Switch ODM/OEM Super Micro Computer $SMCI Arista Networks $ANET Cisco Systems $CSCO”
AI data center networking buildout benefits Arista as the named high-performance switching platform in the Server/Switch ODM/OEM layer of the supply chain map
“Optical Component Coherent $COHR Lumentum $LITE Ciena $CIEN Applied Optoelectronics $AAOI Marvell Technology $MRVL”
AI data center buildout drives optical transceiver demand; Lumentum is a named pure-play in the global AI supply chain map
“Connectivity Broadcom $AVGO Amphenol $APH Astera Labs $ALAB TE Connectivity $TEL Credo Technology $CRDO”
AI cluster interconnect bandwidth demands drive connectivity semiconductor spend; Astera Labs is a named pure-play in the Connectivity layer of the supply chain map
“Wafer Fab Equipment ASML $ASML Lam Research $LRCX Applied Materials $AMAT Tokyo Electron $8035.T KLA $KLAC SCREEN Holdings $7735.T”
AI chip fab capacity expansion drives wafer equipment spend; Applied Materials is a named key Western player in the Wafer Fab Equipment layer
“Backend Equipment Advantest $6857.T Teradyne $TER DISCO $6146.T BE Semiconductor $BESI.AS ASMPT $0522.HK Kulicke & Soffa $KLIC”
AI chip complexity drives more intensive semiconductor test requirements; Teradyne is named as the key US backend test equipment play in the supply chain map
“CPU/GPU/AI ASIC Nvidia $NVDA Broadcom $AVGO Advanced Micro Devices $AMD Intel $INTC Alibaba $BABA Huawei Marvell $MRVL”
AI supply chain map names NVDA as the central GPU/AI ASIC node; all roads in the buildout run through it
“Memory SK Hynix $000660.KS Kioxia Holdings $258A.T Western Digital $WDC Seagate $STX Sandisk $SNDK”
AI storage demand for training datasets and model checkpoints lifts HDD makers; Western Digital named in the Memory layer of the supply chain map
“Design Service/IP Arm Holdings $ARM Cadence Design Systems $CDNS Synopsys $SNPS”
AI chip design complexity multiplies EDA and IP licensing demand; ARM is the foundational IP licensor named in the Design Service/IP layer of the supply chain
“NXP Semiconductors $NXPI Texas Instruments $TXN Analog Devices $ADI Monolithic Power Systems $MPS ON Semiconductor $ON”
AI infrastructure power delivery complexity lifts mixed-signal analog demand; Analog Devices is named as a key US power/analog play in the supply chain map