https://wafergraph.com/briefings/ Data-driven research notes on the semiconductor & AI supply chain. en-us Wed, 12 Aug 2026 00:00:00 GMT https://wafergraph.com/briefings/state-of-the-supply-chain/ https://wafergraph.com/briefings/state-of-the-supply-chain/ State of the Chain Wed, 12 Aug 2026 00:00:00 GMT An auto-generated, data-only snapshot of the semiconductor & AI supply chain as of 2026-08-12: 615 companies, $44.51T tracked market cap, the segment leaders, top chokepoints, the capex race, and the biggest deals on record. No editorializing — every figure is computed from the dataset. https://wafergraph.com/briefings/nvidia-wasnt-on-the-list-2026/ https://wafergraph.com/briefings/nvidia-wasnt-on-the-list-2026/ Analysis Wed, 29 Jul 2026 00:00:00 GMT A year ago, NVIDIA didn't clear the 10% disclosure threshold in Advantest's securities filing. This year it's ¥243.7 billion and the company's largest named customer — one line in a test-equipment maker's filing that captures the whole AI build-out, plus OpenAI's ten-supplier map, the EUV monopoly running through three companies' own words, and what four industry giants still won't disclose. https://wafergraph.com/briefings/this-week-2026-08-12/ https://wafergraph.com/briefings/this-week-2026-08-12/ This Week in the Chain Wed, 12 Aug 2026 00:00:00 GMT Aug 10, 2026 to now: ASE Technology +22.4%. Ceva -19.4%. https://wafergraph.com/briefings/semiconductor-supply-chain-chokepoints-2026/ https://wafergraph.com/briefings/semiconductor-supply-chain-chokepoints-2026/ Data Study Mon, 10 Aug 2026 00:00:00 GMT TSMC is the single biggest chokepoint in the semiconductor & AI supply chain: 98 tracked companies depend on it as a key supplier — more than any other firm. It is followed by ASE Technology (72), Broadcom (45), and NVIDIA and Vertiv (45 each). A chokepoint here is measured by supplier in-degree: how many of the 615 tracked companies list a firm among their key suppliers, computed directly from the wafergraph supplier graph. Edge coverage is partial, so every count is a lower bound. Data as of 2026-08-10. https://wafergraph.com/briefings/semiconductor-supply-chain-geographic-concentration-2026/ https://wafergraph.com/briefings/semiconductor-supply-chain-geographic-concentration-2026/ Data Study Mon, 10 Aug 2026 00:00:00 GMT The semiconductor and AI supply chain has three documented geographic single points of failure: Taiwan (home to TSMC and ASE Technology, the #1 and #2 chokepoints by supplier in-degree in the wafergraph graph — 98 and 72 dependencies respectively), China (the dominant producer of gallium ~99%, silicon metal ~85%, rare earths ~69%, and indium ~70% per USGS 2025, with export controls on gallium and germanium since 2023), and the Netherlands (ASML — the sole EUV lithography supplier, classified "monopoly" in the dataset). This study is built from the wafergraph supplier-edge graph (all 615 companies have a country field) and USGS Mineral Commodity Summaries 2025. Data as of 2026-08-10. https://wafergraph.com/briefings/this-week-2026-08-10/ https://wafergraph.com/briefings/this-week-2026-08-10/ This Week in the Chain Mon, 10 Aug 2026 00:00:00 GMT Oxford Instruments +10800.0%. Cipher Mining -22.2%. Every figure above is computed from the live wafergraph dataset, not typed in by hand. https://wafergraph.com/briefings/this-week-2026-08-03/ https://wafergraph.com/briefings/this-week-2026-08-03/ This Week in the Chain Mon, 03 Aug 2026 00:00:00 GMT Tongfu Microelectronics -32.9%. Since Jul 27, 2026: Ambarella +29.7%, 50 new companies. https://wafergraph.com/briefings/this-week-2026-07-27/ https://wafergraph.com/briefings/this-week-2026-07-27/ This Week in the Chain Mon, 27 Jul 2026 00:00:00 GMT Zhongke Feice Technology +27.6%. Wolfspeed -21.2%. Source: the wafergraph dataset, updated weekly. https://wafergraph.com/briefings/this-week-2026-07-20/ https://wafergraph.com/briefings/this-week-2026-07-20/ This Week in the Chain Mon, 20 Jul 2026 00:00:00 GMT What changed in the semiconductor & AI supply chain since Jul 13, 2026: Aehr Test Systems +13.1%, Ningbo Jiangfeng Electronic Material (Konfoong) -37.4%. Auto-generated from the wafergraph dataset — every figure computed, no editorializing. https://wafergraph.com/briefings/this-week-2026-07-13/ https://wafergraph.com/briefings/this-week-2026-07-13/ This Week in the Chain Mon, 13 Jul 2026 00:00:00 GMT What changed in the semiconductor & AI supply chain since Jul 6, 2026: MetaX Integrated Circuits (Muxi) +33.4%, Taiyo Yuden -35.3%. Auto-generated from the wafergraph dataset — every figure computed, no editorializing. https://wafergraph.com/briefings/this-week-2026-07-06/ https://wafergraph.com/briefings/this-week-2026-07-06/ This Week in the Chain Mon, 06 Jul 2026 00:00:00 GMT What changed in the semiconductor & AI supply chain since Jun 29, 2026: indie Semiconductor +34.7%, MK Electron -31.3%. Auto-generated from the wafergraph dataset — every figure computed, no editorializing. https://wafergraph.com/briefings/this-week-2026-06-29/ https://wafergraph.com/briefings/this-week-2026-06-29/ This Week in the Chain Mon, 29 Jun 2026 00:00:00 GMT What changed in the semiconductor & AI supply chain since Jun 22, 2026: Wiwynn +181.1%, onsemi -32.1%. Auto-generated from the wafergraph dataset — every figure computed, no editorializing. https://wafergraph.com/briefings/this-week-2026-06-22/ https://wafergraph.com/briefings/this-week-2026-06-22/ This Week in the Chain Mon, 22 Jun 2026 00:00:00 GMT What changed in the semiconductor & AI supply chain since Jun 19, 2026: Super Micro Computer +24.1%, Taiyo Yuden -9.3%, 3 new deals, 34 new companies. Auto-generated from the wafergraph dataset — every figure computed, no editorializing. https://wafergraph.com/briefings/this-week-2026-06-19/ https://wafergraph.com/briefings/this-week-2026-06-19/ This Week in the Chain Fri, 19 Jun 2026 00:00:00 GMT The wafergraph weekly tracker is now live. Baseline snapshot as of 2026-06-19: 531 companies, 71 sourced deals, $42.23T tracked market cap. From next week, this briefing will report exactly what changed.