Artificial Intelligence

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

Semiconductors

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

Micron

MU

The only US memory maker; third supplier of high-bandwidth memory.

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

Depends on

  • ASML

Carries

  • Nvidia