Artificial Intelligence

The Stack

Semiconductors

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

Samsung Electronics

005930

Memory leader and the only leading-edge foundry outside TSMC and Intel.

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

Depends on

  • ASML
  • Applied Materials
  • Shin-Etsu Chemical

Carries

  • Nvidia
  • Qualcomm
  • Tesla