Aeva Technologies supply chain risk

As of 2026-10-09, Aeva Technologies depends on 4 tracked suppliers headquartered in 2 countries (3 of them in the United States). 2 of those suppliers hold a monopoly or leader position in their own segment, led by TSMC and Broadcom. Aeva Technologies itself carries a supply-chain criticality score of 50/100, with 235 tracked companies downstream of it.

Data as of 2026-10-09 · suppliers are the curated key_supplier edges in the wafergraph dataset (researched or segment-inferred — see /methodology) · criticality is the graph-derived chokepoint score, 0–100

Dominant and single-source suppliers

  • TSMC — leader in Pure-Play Foundry, Taiwan criticality 81/100
  • Broadcom — leader in Networking Silicon, United States criticality 81/100

A monopoly or leader supplier is the hardest to replace. These are the edges to watch first.

Suppliers by country

  • United States — 3 suppliers (75%)
  • Taiwan — 1 supplier (25%)

All 4 tracked suppliers

Downstream exposure

  • Criticality score: 50/100
  • Companies downstream of Aeva Technologies: 235
  • Tracked market cap downstream (priced companies only): $35.95T across 146 priced companies
Frequently asked questions3
How many suppliers does Aeva Technologies have?
wafergraph tracks 4 key suppliers for Aeva Technologies, across 2 countries.
Which of Aeva Technologies's suppliers are single-source risks?
TSMC and Broadcom hold monopoly or leader positions in their segments, which makes them the hardest suppliers for Aeva Technologies to replace.
What is Aeva Technologies's supply-chain criticality score?
Aeva Technologies scores 50/100 on wafergraph's chokepoint criticality index, with 235 tracked companies downstream.

Cite as: wafergraph, “Aeva Technologies supply chain risk — 4 suppliers, single-source exposure & criticality”, https://wafergraph.com/supply-chain-risk/aeva (data as of 2026-10-09).

Open Aeva Technologies's supplier graph →

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