SMIC → Moore Threads

Yes, wafergraph tracks SMIC as a supplier of Moore Threads, as of 2026-10-09. Moore Threads sources from 3 tracked suppliers in this dataset; Moore Threads has only 3 tracked suppliers in this dataset. Concentration on the supplier side is high.

See Moore Threads' supply-chain risk →

Data as of 2026-10-09 · relationship type: tracked supplier → customer · both names resolve in companies.json · no dollar amount is shown unless it already sits on a company record, and none is invented here

Why this edge matters

SMIC (major in Foundry) is a tracked supplier of Moore Threads (challenger in Design (Fabless)). China's largest foundry, pushing advanced nodes despite export controls. Chinese GPU startup targeting graphics and AI compute. The edge is one of 3 tracked suppliers of Moore Threads and one of 37 tracked customers of SMIC.

Source: derived from both company records and the counted edges.

Concentration / risk note

Moore Threads has only 3 tracked suppliers in this dataset. Concentration on the supplier side is high.

Basis: few suppliers. Omitted on edges where the graph does not back a concentration claim.

The two companies

SMIC (supplier)

China's largest foundry, pushing advanced nodes despite export controls.

Moore Threads (customer)

Chinese GPU startup targeting graphics and AI compute.

Other tracked suppliers of Moore Threads

Other tracked customers of SMIC

Frequently asked questions2
How many suppliers does Moore Threads have?
The dataset records 3 tracked suppliers for Moore Threads.
How many customers does SMIC have?
The dataset records 37 tracked customers for SMIC.

Cite as: wafergraph, “SMIC → Moore Threads — supplier relationship in the semiconductor supply chain”, https://wafergraph.com/relationship/smic/moore_threads/ (data as of 2026-10-09).

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