Qualcomm · SUPPLY CHAIN TRACE

Arm Holdings

Dominant CPU/NPU IP licensor; virtually all AI chips in mobile, edge, and cloud use Arm instruction set

TSMC

World's largest contract chip manufacturer

Samsung Foundry

Second-largest advanced foundry, competing at 3nm

GlobalFoundries

US-headquartered mature-node foundry (14nm/22FDX) specializing in RF, defense, and automotive chips; key Western alternative to TSMC for non-advanced applications

UMC

Taiwan-based mature-node foundry (28nm–40nm) with ~6% global revenue share; key supplier for analog, mixed-signal, and display driver chips

SK Hynix

Leading HBM3/HBM3E supplier for AI accelerators

Samsung Memory

World's largest DRAM and NAND supplier, ramping HBM3

Micron

Only US-based DRAM and HBM maker

Cadence

Leading EDA software provider; IC design tools (Virtuoso, Genus, Innovus) used by every advanced chip designer; US export-controlled to Chinese entities since 2022

Synopsys

Largest EDA software provider; IC design and verification tools (Design Compiler, PrimeTime, VCS) essential for all advanced chip tapeouts; US export-controlled to Chinese entities

ASE Technology

World's largest OSAT; packages AI chip dies from TSMC and Samsung for NVIDIA, AMD, Apple, and Qualcomm

Amkor Technology

Second-largest OSAT; packages dies for NVIDIA, Qualcomm, Apple, and Broadcom; operates advanced 2.5D/3D packaging for AI chips

Super Micro

Leading GPU server ODM for AI data centers

Quanta Computer

World's largest ODM by revenue; primary AI server manufacturer for Google, Meta, Amazon, and Microsoft

Xiaomi

China's #1 smartphone maker by volume; primary MediaTek Dimensity customer; also uses Qualcomm Snapdragon; deploys on-device AI via mobile SoC NPU

OPPO

China's #2 smartphone maker (OPPO/OnePlus/Realme brands); major Qualcomm and MediaTek customer; runs on-device AI models via NPU

Samsung Mobile

World's largest smartphone maker; uses both Qualcomm Snapdragon and MediaTek in Galaxy phones; integrates Galaxy AI on-device features via NPU