“Optical Component Coherent $COHR Lumentum $LITE Ciena $CIEN Applied Optoelectronics $AAOI Marvell Technology $MRVL”
AI cluster interconnect demand makes optical component makers Lumentum and Coherent critical supply chain links as data center bandwidth requirements explode
“Cooling Vertiv Holdings $VRT Schneider Electric Modine Manufacturing”
Vertiv is the dominant AI data center cooling infrastructure provider as GPU power density forces data centers to adopt liquid cooling at scale
“Foundries SMIC $0981.HK TSMC $TSM United Microelectronics $UMC GlobalFoundries $GFS”
TSMC is the indispensable AI chip foundry; every advanced GPU, ASIC, and CPU in this map runs through its fabs
“Wafer Fab Equipment ASML $ASML Lam Research $LRCX Applied Materials $AMAT Tokyo Electron $8035.T KLA $KLAC”
KLA is the wafer inspection monopoly that every AI chip fab depends on; rising chip complexity drives higher KLA content per wafer
“Connectivity Amphenol $APH Astera Labs $ALAB TE Connectivity $TEL Credo Technology $CRDO”
Astera Labs is a pure-play AI connectivity chip maker whose PCIe and CXL retimers are essential for every high-bandwidth AI server build
“Server/Switch ODM/OEM Super Micro Computer $SMCI Arista Networks $ANET Cisco Systems $CSCO”
Arista Networks is the AI networking switch leader; hyperscalers upgrading to 400G/800G networks to connect GPU clusters drive outsized Arista revenue
“CPU/GPU/AI ASIC Nvidia $NVDA Broadcom $AVGO Advanced Micro Devices $AMD”
AI supply chain map names NVDA as the GPU/AI ASIC anchor; every layer of the chain feeds into NVDA demand
“Design Service/IP Arm Holdings $ARM Cadence Design Systems $CDNS Synopsys $SNPS”
ARM licenses the CPU architecture underlying every AI chip category in this map, collecting royalties as global AI silicon scales