The semiconductor & AI supply chain by country
Where the chip and AI supply chain is concentrated — tracked revenue and company count for each country, and the single-source chokepoints that create geopolitical risk.
By country (tracked revenue)
- United States — $3.82T (56.0%), 210 companies
- Taiwan — $810.4B (11.9%), 82 companies
- Japan — $566.4B (8.3%), 81 companies; chokepoints: Ajinomoto, Lasertec
- China — $558.7B (8.2%), 83 companies
- South Korea — $357.7B (5.2%), 43 companies
- Germany — $161.2B (2.4%), 21 companies; chokepoints: Carl Zeiss SMT, TRUMPF
- Ireland — $101.8B (1.5%), 5 companies
- France — $97.1B (1.4%), 8 companies
- Hong Kong — $88.9B (1.3%), 2 companies
- Netherlands — $52.3B (0.8%), 8 companies; chokepoints: ASML
- Switzerland — $48.3B (0.7%), 9 companies
- United Kingdom — $39.6B (0.6%), 16 companies
- Singapore — $31.0B (0.5%), 6 companies
- Finland — $21.5B (0.3%), 1 companies
- Sweden — $18.2B (0.3%), 2 companies
- Canada — $12.7B (0.2%), 8 companies
- Belgium — $9.9B (0.1%), 3 companies
- Norway — $6.5B (0.1%), 1 companies
- Austria — $5.8B (0.1%), 3 companies
- Thailand — $4.6B (0.1%), 1 companies
- Israel — $3.1B (0.0%), 11 companies
- Australia — $1.1B (0.0%), 3 companies
- Italy — $707M (0.0%), 1 companies
- India — $466M (0.0%), 1 companies
- Malaysia — $459M (0.0%), 1 companies