EvidInvest Supply Chain Intelligence
SEC-Evidence Supply-Chain Maps
Who supplies whom, who buys from whom, and who competes — mapped from SEC filings and cited sources, not vibes. Every supplier, customer, partner, and competitor relationship carries an explicit confidence label and source attribution. Search for a company to see its chain, or browse by tier below.
Equipment
Lithography, deposition, metrology — the toolmakers fabs depend on.
Foundry
Wafer manufacturing at the leading edge.
Packaging (OSAT)
Outsourced assembly, test, and advanced packaging (CoWoS, FOPLP).
Memory
DRAM and HBM stacks attached to every accelerator.
IP / Architecture
Architectural IP licensed across the stack.
Chip Designers
Fabless GPU/CPU/ASIC designers monetising the stack above.
Optical / Photonics
Transceivers, lasers, silicon photonics for AI fabrics.
Networking
Datacenter Ethernet/InfiniBand switching silicon and systems.
System OEM
AI server builders integrating accelerators, memory, networking.
Hyperscalers / Cloud
Cloud + custom-silicon owners — the demand pull at the top.
Enterprise / AI Labs
AI labs and large enterprise consumers buying compute capacity.
Adjacent / Other
Companies connected to the curated tiers via filing evidence.