Company files
How companies turn ambition into operating capacity.
These are working dossiers on the companies that design chips, operate fabs, secure supply, build data centers, and connect all of those efforts into dependable compute.
Companies that operate fabs
Foundries
Specialist manufacturers that turn process technology, factory learning, and customer trust into usable capacity.
These files follow the manufacturing systems that customers rely on: the process portfolio, production footprint, expansion sequence, and path from announced investment to qualified output.
TSMC
The foundry benchmark: a global manufacturing system where scale, process learning, customer trust, and capacity sequencing reinforce one another.
Read company file →Company dossierGlobalFoundries
A specialist foundry proving that differentiated processes, domestic supply, and customer partnerships can matter as much as leading-edge density.
Read company file →Company dossierUMC
A mature and specialty foundry whose production scale and geographic diversification support the electronics systems that run outside the headline AI race.
Read company file →Company dossierTower Semiconductor
A specialty foundry using customer prepayments, optical technology, and a diverse fab network to extend differentiated high-volume capacity.
Read company file →Companies that operate fabs
Integrated manufacturers
Companies that pair chip design, product demand, and direct manufacturing ownership, including memory makers.
The central question here is how a company connects its technology roadmap to its factory estate, packaging, product mix, and the long work of making capacity productive.
Intel
An integrated manufacturer and foundry-in-transition whose technology, factory network, packaging, and customer execution must all mature together.
Read company file →Company dossierTexas Instruments
An analog and embedded manufacturer building a long-duration large-wafer factory system for foundational chips.
Read company file →Company dossierMicron
A memory manufacturer connecting wafer fabrication, HBM, packaging, and long-dated fab investment into one physical supply system.
Read company file →Company dossierSK hynix
An integrated memory manufacturer making the DRAM, packaging, and HBM chain more visible as a single production system.
Read company file →Company dossierSamsung
An integrated logic, memory, packaging, and foundry network whose opportunity is to make those layers work together at commercial scale.
Read company file →Companies that secure capacity
Capacity partners
Companies that build access through product design, supplier commitments, partnerships, and investment.
These dossiers make the outsourced production path visible from design through wafers, packaging, test, systems, and the customer demand that makes early capacity support worthwhile.
NVIDIA
A fabless systems company whose commitment ledger, product roadmap, and partner infrastructure now have to move together.
Read company file →Company dossierAMD
A fabless designer showing how long-lived supplier relationships and measured commitments turn product ambition into dependable access.
Read company file →Company dossierQualcomm
A broad fabless portfolio whose mobile, automotive, connectivity, and edge products make qualified supply a long-duration operating capability.
Read company file →Company dossierApple
An anchor customer and systems builder that uses long-term supplier demand to help specialized manufacturers invest with confidence.
Read company file →Company dossierBroadcom
A semiconductor infrastructure company connecting custom silicon, networking, specialized components, and customer-backed production plans.
Read company file →Company dossierMarvell
A fabless semiconductor designer whose disclosed foundry, test, and assembly commitments make the full outsourced production path visible.
Read company file →Companies that build systems
Compute builders
Cloud platforms, systems builders, and IP companies whose architecture, deployment, and supplier partnerships connect demand to physical infrastructure.
These companies show how custom silicon, data centers, networking, power, sites, financing, and model demand have to work together before useful compute can reach a customer.
A cloud and custom-silicon builder pairing TPU architecture with data centers, networking, energy, and frontier-model demand.
Read company file →Company dossierAmazon
An AWS fleet builder whose Trainium roadmap, model-lab contracts, and equity support illustrate several distinct forms of infrastructure control.
Read company file →Company dossierMicrosoft
An Azure infrastructure builder combining data-center construction, custom silicon, merchant systems, and long-duration model-lab demand.
Read company file →Company dossierOracle
A cloud-infrastructure builder showing how contracted demand, financing, sites, and service commitments can pull physical capacity into existence.
Read company file →Company dossierMeta
A systems builder treating custom silicon, networking, optics, power, sites, and internal workloads as one coordinated deployment challenge.
Read company file →Company dossierArm
A CPU architecture company moving closer to production silicon and data-center systems through customer-led co-design.
Read company file →