NVIDIA supply chain risk

As of 2026-10-09, NVIDIA depends on 104 tracked suppliers headquartered in 16 countries (34 of them in the United States). 20 of those suppliers hold a monopoly or leader position in their own segment, led by TSMC, Arm Holdings and Advantest. NVIDIA itself carries a supply-chain criticality score of 81/100, 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
  • Advantest — leader in Test Equipment, Japan criticality 82/100
  • InnoLight Technology — leader in Photonics & Optics, China 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
  • Teradyne — leader in Test Equipment, United States criticality 81/100
  • Technoprobe — leader in Probe Cards, Italy criticality 81/100
  • ASPEED Technology — leader in Edge & IoT SoC, Taiwan criticality 81/100
  • SiTime — leader in Analog & Mixed Signal, United States 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
  • Hamamatsu Photonics — leader in Photonics & Optics, Japan criticality 81/100
  • Innoscience — leader in Integrated Device Manufacturer, China criticality 81/100
  • ASE Technology — leader in Outsourced Assembly & Test, Taiwan criticality 81/100
  • CoolIT Systems Inc. — leader in Power & Cooling, Canada 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

  • United States — 34 suppliers (33%)
  • Taiwan — 22 suppliers (21%)
  • China — 15 suppliers (14%)
  • South Korea — 8 suppliers (8%)
  • Japan — 7 suppliers (7%)
  • United Kingdom — 4 suppliers (4%)
  • Canada — 3 suppliers (3%)
  • Germany — 2 suppliers (2%)
  • Israel — 2 suppliers (2%)
  • Italy — 1 supplier (1%)
  • Finland — 1 supplier (1%)
  • Thailand — 1 supplier (1%)
  • Malaysia — 1 supplier (1%)
  • Czech Republic — 1 supplier (1%)
  • Spain — 1 supplier (1%)
  • Singapore — 1 supplier (1%)

All 104 tracked suppliers

Downstream exposure

  • Criticality score: 81/100
  • Companies downstream of NVIDIA: 235
  • Tracked market cap downstream (priced companies only): $30.38T across 146 priced companies
Frequently asked questions3
How many suppliers does NVIDIA have?
wafergraph tracks 104 key suppliers for NVIDIA, across 16 countries.
Which of NVIDIA's suppliers are single-source risks?
TSMC, Arm Holdings, Advantest, InnoLight Technology and Cadence Design Systems hold monopoly or leader positions in their segments, which makes them the hardest suppliers for NVIDIA to replace.
What is NVIDIA's supply-chain criticality score?
NVIDIA scores 81/100 on wafergraph's chokepoint criticality index, with 235 tracked companies downstream.

Cite as: wafergraph, “NVIDIA supply chain risk — 104 suppliers, single-source exposure & criticality”, https://wafergraph.com/supply-chain-risk/nvidia (data as of 2026-10-09).

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