FUTURUM JUST MAPPED EVERY LAYER OF THE CPU SUPPLY CHAIN

ShayBoloor
11-02

FUTURUM JUST MAPPED EVERY LAYER OF THE CPU SUPPLY CHAIN

CPU Architecture & IP

• Arm: $ARM Holdings(ARM)$

• Proprietary: $IBM(IBM)$

• x86: $Advanced Micro Devices(AMD)$ $Intel(INTC)$

Chip Design Software

• EDA: $Cadence Design(CDNS)$ $Synopsys(SNPS)$

Manufacturing

• Memory: $Micron Technology(MU)$ $SK hynix(SKHY)$

• Foundries: $Taiwan Semiconductor Manufacturing(TSM)$ $Intel(INTC)$ $GLOBALFOUNDRIES Inc.(GFS)$

• Advanced Packaging: $Taiwan Semiconductor Manufacturing(TSM)$ $Intel(INTC)$ $Amkor Technology(AMKR)$

• Wafer Fab Equipment: $ASML Holding NV(ASML)$ $Applied Materials(AMAT)$ $Lam Research(LRCX)$ $KLA Corporation(KLAC)$

CPU End Markets

• Enterprise: $Advanced Micro Devices(AMD)$ $Intel(INTC)$ $IBM(IBM)$

• Mobile: $Apple(AAPL)$ $Qualcomm(QCOM)$$Alphabet(GOOGL)$

• Consumer: $Advanced Micro Devices(AMD)$ $Intel(INTC)$ $Apple(AAPL)$ $Qualcomm(QCOM)$

• Agentic AI: $ARM Holdings(ARM)$ $NVIDIA(NVDA)$ $Qualcomm(QCOM)$ $Advanced Micro Devices(AMD)$$Intel(INTC)$

AI Companies and Industry DIG
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