Tesla supply chain risk

As of 2026-10-09, Tesla depends on 18 tracked suppliers headquartered in 8 countries (9 of them in the United States). 7 of those suppliers hold a monopoly or leader position in their own segment, led by NVIDIA, TSMC and Texas Instruments. The dataset records no companies downstream of Tesla: 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 criticality 81/100
  • TSMC — leader in Pure-Play Foundry, Taiwan criticality 81/100
  • Texas Instruments — leader in Integrated Device Manufacturer, United States criticality 81/100
  • Analog Devices — leader in Integrated Device Manufacturer, United States criticality 81/100
  • Infineon Technologies — leader in Integrated Device Manufacturer, Germany criticality 92/100
  • ASE Technology — leader in Outsourced Assembly & Test, Taiwan criticality 81/100
  • Samsung Electronics — leader in Integrated Device Manufacturer, 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 — 9 suppliers (50%)
  • Taiwan — 2 suppliers (11%)
  • Japan — 2 suppliers (11%)
  • Germany — 1 supplier (6%)
  • South Korea — 1 supplier (6%)
  • Netherlands — 1 supplier (6%)
  • Switzerland — 1 supplier (6%)
  • China — 1 supplier (6%)

All 18 tracked suppliers

Downstream exposure

  • Criticality score: 0/100
  • Companies downstream of Tesla: 0
Frequently asked questions3
How many suppliers does Tesla have?
wafergraph tracks 18 key suppliers for Tesla, across 8 countries.
Which of Tesla's suppliers are single-source risks?
NVIDIA, TSMC, Analog Devices, ASE Technology and Samsung Electronics hold monopoly or leader positions in their segments, which makes them the hardest suppliers for Tesla to replace.
What is Tesla's supply-chain criticality score?
Tesla scores 0/100 on wafergraph's chokepoint criticality index, with 0 tracked companies downstream.

Cite as: wafergraph, “Tesla supply chain risk — 18 suppliers, single-source exposure & criticality”, https://wafergraph.com/supply-chain-risk/tesla (data as of 2026-10-09).

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