Supply Chain Maps: Upstream and Downstream, Item by Item
Each map is an end-to-end view of one supply chain. A company's placement is determined by the products disclosed in its own annual report, and every relation cites the original excerpt. Currently 10 maps, 166 items and 607 listed companies — growing.
Supply Chain Maps
Silicon Photonics Stocks Map →
LEO Satellite Stocks Map →
DRAM Stocks Map →
PCB Stocks Map →
Liquid Cooling Stocks Map →
Passive Components Map →
Drones / UAV Map →
AI Server Map →
Power Supply Map →
Semiconductor Packaging Map →
AI Supply Chain
The AI server supply chain spans several maps — optical interconnects (co-packaged optics), memory (HBM), cooling, and PCB/substrates.
FAQ
How are companies placed on these supply chain maps?
Placement is determined by disclosure: a company appears on an item node only if its own annual report says it makes that product or provides that service, and every placement cites the original excerpt. The backbone chain linking items is an editorial framework, styled differently from extracted relations.
Which companies are Nvidia or TSMC suppliers?
Annual reports almost never name specific customers, so this site does not assert supplier relationships with Nvidia, TSMC or anyone else. What these maps show is each company's disclosed position in the chain — which is usually what supplier lists are trying to approximate, but grounded in filings rather than rumor.
Is this investment advice?
No. These maps are a research reference compiled from public filings. They are not investment advice or stock recommendations, and disclosures reflect their reporting period rather than current operations.
Back to Taiwan annual reports.