How many suppliers does AMD have?

wafergraph tracks 77 key suppliers for AMD, across 14 countries.

Which of AMD's suppliers are single-source risks?

TSMC, Cadence Design Systems, Synopsys, Unimicron and ASE Technology hold monopoly or leader positions in their segments, which makes them the hardest suppliers for AMD to replace.

What is AMD's supply-chain criticality score?

AMD scores 68/100 on wafergraph's chokepoint criticality index, with 235 tracked companies downstream.

AMD supply chain risk

As of 2026-10-09, AMD depends on 77 tracked suppliers headquartered in 14 countries (24 of them in Taiwan). 11 of those suppliers hold a monopoly or leader position in their own segment, led by TSMC, Arm Holdings and Cadence Design Systems. AMD itself carries a supply-chain criticality score of 68/100, 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
Arm Holdings — leader in Semiconductor IP Licensing, United Kingdom criticality 81/100
Cadence Design Systems — leader in EDA Software, United States criticality 82/100
Synopsys — leader in EDA Software, United States criticality 82/100
Unimicron — leader in Substrates, Taiwan criticality 81/100
Win Semiconductors — leader in Pure-Play Foundry, Taiwan criticality 81/100
eMemory Technology — leader in Semiconductor IP Licensing, Taiwan criticality 81/100
ASE Technology — leader in Outsourced Assembly & Test, Taiwan criticality 81/100
Ibiden — leader in Substrates, Japan criticality 81/100
Samsung Electronics — leader in Integrated Device Manufacturer, South Korea criticality 81/100
SK hynix — leader in DRAM, South Korea criticality 81/100

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

Suppliers by country

Taiwan — 24 suppliers (31%)
United States — 18 suppliers (23%)
China — 11 suppliers (14%)
South Korea — 7 suppliers (9%)
United Kingdom — 4 suppliers (5%)
Japan — 3 suppliers (4%)
Germany — 2 suppliers (3%)
Israel — 2 suppliers (3%)
Austria — 1 supplier (1%)
Malaysia — 1 supplier (1%)
Canada — 1 supplier (1%)
Czech Republic — 1 supplier (1%)
Spain — 1 supplier (1%)
Singapore — 1 supplier (1%)

All 77 tracked suppliers

Supplier	Segment	Position	Country	Criticality
TSMC	Pure-Play Foundry	leader	Taiwan	81/100
Arm Holdings	Semiconductor IP Licensing	leader	United Kingdom	81/100
Cadence Design Systems	EDA Software	leader	United States	82/100
Synopsys	EDA Software	leader	United States	82/100
Unimicron	Substrates	leader	Taiwan	81/100
Win Semiconductors	Pure-Play Foundry	leader	Taiwan	81/100
eMemory Technology	Semiconductor IP Licensing	leader	Taiwan	81/100
ASE Technology	Outsourced Assembly & Test	leader	Taiwan	81/100
Ibiden	Substrates	leader	Japan	81/100
Samsung Electronics	Integrated Device Manufacturer	leader	South Korea	81/100
SK hynix	DRAM	leader	South Korea	81/100
Keysight Technologies	EDA Software	major	United States	68/100
SMIC	Pure-Play Foundry	major	China	68/100
United Microelectronics (UMC)	Pure-Play Foundry	major	Taiwan	69/100
Shengyi Technology	Substrates	major	China	68/100
Kyocera	Substrates	major	Japan	68/100
Nan Ya PCB	Substrates	major	Taiwan	68/100
GlobalFoundries	Pure-Play Foundry	major	United States	68/100
Kinsus Interconnect	Substrates	major	Taiwan	68/100
JCET Group	Outsourced Assembly & Test	major	China	68/100
Tongfu Microelectronics	Outsourced Assembly & Test	major	China	68/100
Amkor Technology	Outsourced Assembly & Test	major	United States	68/100
King Yuan Electronics (KYEC)	Outsourced Assembly & Test	major	Taiwan	68/100
Rambus	Semiconductor IP Licensing	major	United States	68/100
Sanmina Corporation	Systems & ODM (AI servers)	major	United States	68/100
AT&S	Substrates	major	Austria	68/100
Huatian Technology	Outsourced Assembly & Test	major	China	68/100
Powertech Technology (PTI)	Outsourced Assembly & Test	major	Taiwan	68/100
Chipbond Technology	Outsourced Assembly & Test	major	Taiwan	68/100
ASMedia Technology	Networking Silicon	major	Taiwan	68/100
Unisem	Outsourced Assembly & Test	major	Malaysia	68/100
Faraday Technology	Semiconductor IP Licensing	major	Taiwan	68/100
Alphawave Semi	Semiconductor IP Licensing	major	United Kingdom	68/100
Intel	Integrated Device Manufacturer	major	United States	68/100
Micron Technology	DRAM	major	United States	68/100
Siemens EDA	EDA Software	major	Germany	68/100
Tower Semiconductor	Pure-Play Foundry	challenger	Israel	57/100
Vanguard International (VIS)	Pure-Play Foundry	challenger	Taiwan	58/100
Powerchip (PSMC)	Pure-Play Foundry	challenger	Taiwan	57/100
Nexchip Semiconductor	Pure-Play Foundry	challenger	China	57/100
Empyrean Technology	EDA Software	challenger	China	57/100
Primarius Technologies	EDA Software	challenger	China	57/100
Achronix	FPGA	challenger	United States	57/100
Hua Hong Semiconductor	Pure-Play Foundry	challenger	China	57/100
Rapidus	Pure-Play Foundry	challenger	Japan	57/100
SiFive	Semiconductor IP Licensing	challenger	United States	57/100
StarFive	Semiconductor IP Licensing	challenger	China	57/100
Tenstorrent	GPU & AI Accelerators	challenger	Canada	57/100
VeriSilicon	Semiconductor IP Licensing	niche	China	50/100
ITEQ	Substrates	niche	Taiwan	50/100
DB HiTek	Pure-Play Foundry	niche	South Korea	50/100
Sigurd Microelectronics	Outsourced Assembly & Test	niche	Taiwan	50/100
ChipMOS Technologies	Outsourced Assembly & Test	niche	Taiwan	50/100
Greatek Electronics	Outsourced Assembly & Test	niche	Taiwan	50/100
SkyWater Technology	Pure-Play Foundry	niche	United States	50/100
SFA Semicon	Outsourced Assembly & Test	niche	South Korea	50/100
Arteris	Semiconductor IP Licensing	niche	United States	50/100
Ceva	Semiconductor IP Licensing	niche	Israel	50/100
X-FAB	Pure-Play Foundry	niche	Germany	51/100
Orient Semiconductor (OSE)	Outsourced Assembly & Test	niche	Taiwan	50/100
M31 Technology	Semiconductor IP Licensing	niche	Taiwan	50/100
Andes Technology	Semiconductor IP Licensing	niche	Taiwan	50/100
Nepes	Outsourced Assembly & Test	niche	South Korea	50/100
LB Semicon	Outsourced Assembly & Test	niche	South Korea	50/100
QuickLogic	FPGA	niche	United States	50/100
Atomera	Semiconductor IP Licensing	niche	United States	50/100
Agile Analog	Semiconductor IP Licensing	niche	United Kingdom	50/100
Codasip	Semiconductor IP Licensing	niche	Czech Republic	50/100
Flex Logix	Semiconductor IP Licensing	niche	United States	50/100
Hana Micron	Outsourced Assembly & Test	niche	South Korea	50/100
Imagination Technologies	Semiconductor IP Licensing	niche	United Kingdom	50/100
Integra Technologies	Outsourced Assembly & Test	niche	United States	50/100
Lingsen Precision	Outsourced Assembly & Test	niche	Taiwan	50/100
Polar Semiconductor	Foundry Services	niche	United States	51/100
Semidynamics	Semiconductor IP Licensing	niche	Spain	50/100
UTAC Holdings	Outsourced Assembly & Test	niche	Singapore	50/100
Walton Advanced Engineering	Outsourced Assembly & Test	niche	Taiwan	50/100

Downstream exposure

Criticality score: 68/100
Companies downstream of AMD: 235
Tracked market cap downstream (priced companies only): $34.93T across 146 priced companies

Frequently asked questions3

How many suppliers does AMD have?: wafergraph tracks 77 key suppliers for AMD, across 14 countries.
Which of AMD's suppliers are single-source risks?: TSMC, Cadence Design Systems, Synopsys, Unimicron and ASE Technology hold monopoly or leader positions in their segments, which makes them the hardest suppliers for AMD to replace.
What is AMD's supply-chain criticality score?: AMD scores 68/100 on wafergraph's chokepoint criticality index, with 235 tracked companies downstream.

Cite as: wafergraph, “AMD supply chain risk — 77 suppliers, single-source exposure & criticality”, https://wafergraph.com/supply-chain-risk/amd (data as of 2026-10-09).

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