Baidu supply chain risk
As of 2026-10-09, Baidu depends on 7 tracked suppliers headquartered in 3 countries (3 of them in the United States). 3 of those suppliers hold a monopoly or leader position in their own segment, led by NVIDIA, TSMC and CoreWeave. The dataset records no companies downstream of Baidu: it sits at the demand end of the chain, so the risk here runs upstream only.
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
- NVIDIA — leader in GPU & AI Accelerators, United States
- TSMC — leader in Pure-Play Foundry, Taiwan
- CoreWeave — leader in GPU Clouds (Neoclouds), United States
A monopoly or leader supplier is the hardest to replace. These are the edges to watch first.
Suppliers by country
- United States — 3 suppliers (43%)
- China — 3 suppliers (43%)
- Taiwan — 1 supplier (14%)
All 7 tracked suppliers
| Supplier | Segment | Position | Country | Criticality |
|---|---|---|---|---|
| NVIDIA | GPU & AI Accelerators | leader | United States | 81/100 |
| TSMC | Pure-Play Foundry | leader | Taiwan | 81/100 |
| CoreWeave | GPU Clouds (Neoclouds) | leader | United States | 81/100 |
| SMIC | Pure-Play Foundry | major | China | 68/100 |
| JCET Group | Outsourced Assembly & Test | major | China | 68/100 |
| Hua Hong Semiconductor | Pure-Play Foundry | challenger | China | 57/100 |
| Microsoft | Custom Silicon Designers | niche | United States | 5/100 |
Downstream exposure
- Criticality score: 0/100
- Companies downstream of Baidu: 0
Frequently asked questions3
- How many suppliers does Baidu have?
- wafergraph tracks 7 key suppliers for Baidu, across 3 countries.
- Which of Baidu's suppliers are single-source risks?
- NVIDIA, TSMC and CoreWeave hold monopoly or leader positions in their segments, which makes them the hardest suppliers for Baidu to replace.
- What is Baidu's supply-chain criticality score?
- Baidu scores 0/100 on wafergraph's chokepoint criticality index, with 0 tracked companies downstream.
Cite as: wafergraph, “Baidu supply chain risk — 7 suppliers, single-source exposure & criticality”, https://wafergraph.com/supply-chain-risk/baidu (data as of 2026-10-09).
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