Tech Supply Chain Overview

How the Tech Industry Connects

Tech Sector Map

The tech ecosystem: semiconductors power hardware, hardware fills data centers, data centers run AI and cloud, which serve consumer internet and enterprise SaaS.

The Tech Stack: From Chips to Users

Tech Supply Chain

Every tech product is built on layers: semiconductors power hardware, hardware runs operating systems, operating systems run applications, and applications serve users.

Semi “Eco-system” Pyramid

Semi Eco-system Pyramid

The semi ecosystem inverts a normal value chain: a small base of EDA tools and equipment makers enables a much larger top of chip designers, hardware, and apps. Every new chip drives revenue at every layer below.

Source: SEC EDGAR annual and quarterly filings, company earnings conference calls and presentations.
Disclaimer: This page is for educational purposes only. NO investment advice.