Artificial Intelligence

  1. Application
  2. Platform
  3. Supply
  4. Chips
  5. Semiconductors
  6. Raw Materials
The Stack

Chips

The Stack
  1. APP
  2. PLAT
  3. SUP
  4. CHIP
  5. SEMI
  6. RAW

Intel

INTC

Designs CPUs and is the only US-headquartered leading-edge foundry, still behind TSMC.

9 mapped companies rest on this, directly or through others.

Depends on

  • ASML
  • Applied Materials

Carries

  • Amazon Web Services