Dell Technologies
Dell Technologies is a leader in the AI & Data Center segment of the semiconductor & AI supply chain, headquartered in United States. Its key suppliers include NVIDIA, Qualcomm, Goodix Technology. Its key customers include CoreWeave, Nebius Group, Lambda.
Top AI server and infrastructure systems integrator.
- Ticker
- NYSE: DELL
- Headquarters
- United States
- Revenue
- $113.5B (FY2026) · +18.8% YoY
- Net income
- $5.9B
- Operating margin
- 7.2%
- Market position
- leader
- Value-chain segment
- Networking & Systems, Systems & ODM (AI servers)
- Key products
- PowerEdge AI servers, Dell AI Factory systems, PowerStore / PowerFlex storage, Dell APEX cloud services
About Dell Technologies
Dell Technologies, headquartered in United States, operates in the Networking & Systems and Systems & ODM (AI servers) segments of the semiconductor & AI supply chain and is positioned as a market leader there. Its key products include PowerEdge AI servers, Dell AI Factory systems, PowerStore / PowerFlex storage, Dell APEX cloud services. wafergraph maps 38 tracked suppliers and 18 tracked customers for Dell Technologies across the value chain. It has a supply-chain criticality score of 81/100, with 235 companies downstream of it.
Key products
- PowerEdge AI servers
- Dell AI Factory systems
- PowerStore / PowerFlex storage
- Dell APEX cloud services
Suppliers
- NVIDIA
- Qualcomm
- Goodix Technology
- Samsung Electronics
- SK hynix
- Micron Technology
- Kioxia Holdings
- SanDisk
- Nanya Technology
- Winbond Electronics
- Macronix International
- GigaDevice Semiconductor
- ChangXin Memory (CXMT)
- Yangtze Memory (YMTC)
- Everspin Technologies
- Alpha and Omega Semiconductor
- Phison Electronics
- Silicon Motion
- Kingston Technology
- ADATA Technology
- Team Group
- Transcend Information
- Innodisk
- Ingenic Semiconductor
- Elan Microelectronics
- Intel
- AMD
- Broadcom
- Marvell Technology
- Solidigm
- SMART Modular Technologies
- Netlist
- Integrated Silicon Solution
- Apacer Technology
- Weebit Nano
- Ferroelectric Memory Company
- Asetek
- Giantec Semiconductor
Customers
More AI & Data Center companies
Compare with
Cisco Systems · Arista Networks · Hon Hai (Foxconn) · Wiwynn · Hewlett Packard Enterprise · Luxshare Precision Industry
Sources
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