AI HARDWARE SUPPLY CHAIN

Every AI chip runs through a handful of chokepoints.

AIChipMap traces the path from raw silicon to deployed GPUs across 17 tiers — so you can see exactly where one bottleneck stalls the whole build-out.

16supply tiers
80%edges skip a tier
22chokepoints

NVIDIA H100 — CRITICAL PATH

Materials
Ibiden · ABFconstrained →2026
Foundry
TSMC · CoWoSsold out →2026
Memory
SK Hynix · HBM3E52+wk lead time
Designer
NVIDIA · H100~80% AI market
Demand
Hyperscalers36–52wk lead time

Dashed segment = a tier-skipping dependency. The flow story survives on mobile instead of degrading to flat lists.