Company Index — Organized by AI Supply Chain 5 Roles
Click ticker to enter that company's profile (teaching · not investment advice).
Company profile = Basics + Supply Chain Coordinates + Business Model + Moat Assessment + Reverse Triggers + Cross-References + SEC Primary Filings.
💡 Data policy: Specific market cap / share price / quarterly revenue and other volatile numbers are intentionally omitted. All linked to SEC + IR pages so you check real-time yourself. Teaching site is about method, not numbers (see Part 1-C6 · 5-Roles Supply Chain Framework).
🏭 A. Upstream — Equipment / Foundry / Memory / IP
A.1 Lithography Equipment (deepest physical moat)
| Ticker |
Company |
Key positioning |
ASML |
ASML Holding (Netherlands) |
World's only EUV, required for leading-edge nodes |
TOELY |
Tokyo Electron |
Deposition + etch equipment, Japanese leader |
A.2 Deposition / Etch / Metrology Equipment
| Ticker |
Company |
Key positioning |
AMAT |
Applied Materials |
Deposition equipment leader |
LRCX |
Lam Research |
Etch equipment leader |
KLAC |
KLA Corp |
Metrology + inspection equipment |
A.3 Foundry
| Ticker |
Company |
Key positioning |
TSM |
Taiwan Semiconductor (TSMC) |
Global leading-edge leader (3nm/2nm) |
INTC |
Intel Foundry |
US domestic foundry (18A 2026 ramp) |
GFS |
GlobalFoundries |
Mature-node foundry |
SMIC |
Semiconductor Manufacturing International |
China domestic foundry (7nm ramped) |
SSNLF |
Samsung Electronics (US OTC ordinary, NOT ADR) |
Samsung foundry + memory |
SMSN |
Samsung (LSE GDR) |
Samsung alternate listing |
A.4 Memory / Storage
| Ticker |
Company |
Key positioning |
SKH |
SK Hynix (KRX 000660) |
HBM3E primary supplier, NVDA 70%+ share |
MU |
Micron Technology |
HBM 2nd supplier, DRAM + NAND |
WDC |
Western Digital |
HDD (pure HDD after split; NAND to SNDK) |
A.5 IP / EDA
| Ticker |
Company |
Key positioning |
ARM |
Arm Holdings |
CPU IP licensing, mobile + AI dual track |
🔧 B. Midstream — AI Accelerators + Networking + Servers
B.1 AI Accelerators + GPU
| Ticker |
Company |
Key positioning |
NVDA |
NVIDIA |
Synonymous with AI compute, 20-year CUDA ecosystem |
AMD |
AMD |
MI300/350 + EPYC CPU |
AVGO |
Broadcom |
OpenAI 10GW co-design ASIC + networking |
B.2 Semiconductor Design / Analog / Communication Chips
| Ticker |
Company |
Key positioning |
MRVL |
Marvell Technology |
Data center custom ASIC + optical communication |
QCOM |
Qualcomm |
Mobile SoC + 5G modem |
TXN |
Texas Instruments |
Analog + embedded |
ON |
onsemi |
Power + SiC + autonomous driving |
MTK |
MediaTek (TWSE 2454) |
Mobile SoC + edge AI |
ALAB |
Astera Labs |
PCIe / CXL fabric chips |
B.3 Networking + Optical Communication
| Ticker |
Company |
Key positioning |
ANET |
Arista Networks |
Data center switches (complements NVDA InfiniBand) |
COHR |
Coherent |
Optical modules (NVDA $2B strategic investment, non-exclusive, with multibillion purchase commitments + capacity rights) |
LITE |
Lumentum |
Optical modules (dual-supplier with COHR) |
AAOI |
Applied Optoelectronics |
Optical modules (low-price alternative) |
CSCO |
Cisco Systems |
Traditional networking leader (transitioning to AI networking) |
NOK |
Nokia |
Communication equipment + 5G |
B.4 Server OEM + System Integration
| Ticker |
Company |
Key positioning |
SMCI |
Supermicro |
AI server OEM (NVDA + AMD reference) |
DELL |
Dell Technologies |
Enterprise servers + storage |
HPE |
HP Enterprise |
Enterprise servers + GreenLake cloud |
IBM |
IBM |
Mainframe + Red Hat + watsonx |
☁️ C. Downstream — Hyperscaler / Cloud / Software
C.1 Hyperscaler (Big 4 + Oracle)
| Ticker |
Company |
Key positioning |
MSFT |
Microsoft |
Azure + Office + Copilot; major OpenAI investor (~27% diluted) |
GOOGL |
Alphabet (Class A) |
Google + Cloud + TPU + Gemini |
GOOG |
Alphabet (Class C, same company) |
(Same company as GOOGL, different voting rights) |
AMZN |
Amazon |
AWS + Trainium ASIC |
META |
Meta Platforms |
Facebook + Instagram + Llama + Reality Labs |
ORCL |
Oracle |
OCI + Stargate (OpenAI $300B/5yr contract) |
C.2 Neocloud (pure AI compute cloud)
| Ticker |
Company |
Key positioning |
CRWV |
CoreWeave |
250K+ GPU; MSFT ~67% revenue, META $21B/2032 contract |
NBIS |
Nebius Group |
European AI cloud + Yandex spin-off |
C.3 Enterprise Software + SaaS + Database
| Ticker |
Company |
Key positioning |
CRM |
Salesforce |
CRM + Slack + Einstein AI |
NOW |
ServiceNow |
IT workflow + Now Assist AI |
SAP |
SAP SE |
ERP + Joule AI agents |
SNOW |
Snowflake |
Data cloud + Cortex AI |
PLTR |
Palantir |
Foundry + AIP (govt + enterprise) |
ADBE |
Adobe |
Creative Cloud + Firefly AI |
NET |
Cloudflare |
CDN + Workers AI edge |
🧠 D. Customers — AI Labs + Applications + Consumer
D.1 US Frontier AI (mostly private)
| Ticker |
Company |
Status |
OPENAI |
OpenAI |
Private ($852B post-money 2026/03) |
ANTH |
Anthropic |
Private ($380B Series G 2026/02) |
XAI |
xAI (Musk) |
SpaceX subsidiary (2026/02 acquired); no longer independent private; observe via SPCX/SpaceX |
STRIPE |
Stripe |
Private (payments + AI use case) |
EPIC |
Epic Games |
Private (Fortnite + Unreal) |
SPACE |
SpaceX |
Private (space + Starlink) |
SFTBY |
SoftBank Group (US OTC ADR) |
Major AI investor (Arm + OpenAI + Stargate) |
D.2 China AI + Large Models
| Ticker |
Company |
Status |
HUAWEI |
Huawei |
Private (Ascend 910 chip + Pangu LLM) |
BABA |
Alibaba |
Qwen models + Alibaba Cloud |
TCEHY |
Tencent (US OTC) |
Hunyuan models + games + WeChat AI |
D.3 Consumer / End-Application AI
| Ticker |
Company |
Key positioning |
AAPL |
Apple |
iPhone + Apple Intelligence (M chip + on-device AI) |
TSLA |
Tesla |
FSD + Optimus + AI5/AI6 in-house chips (Samsung+TSM dual foundry); Dojo team disbanded/reorganized 2025/08 |
D.4 Media + Streaming + Content
| Ticker |
Company |
Key positioning |
NFLX |
Netflix |
Streaming + AI recommendations |
DIS |
Disney |
Content + Disney+ |
WBD |
Warner Bros Discovery |
Content + Max |
PARA |
Paramount (now PSKY post-merger) |
Content; merged with Skydance 2025/08/07 |
CMCSA |
Comcast |
Broadband + NBCUniversal |
NYT |
New York Times |
Digital subscription + AI content licensing lawsuits |
SPOT |
Spotify |
Audio streaming |
SONY |
Sony Group |
Games + image sensors + media |
WMT |
Walmart |
Retail + AI applications |
| Ticker |
Company |
Key positioning |
SNAP |
Snap (Snapchat) |
Social + AR + My AI |
RBLX |
Roblox |
UGC game platform + AI content generation |
U |
Unity Software |
Game engine + AI tools |
UBER |
Uber |
Mobility + autonomous (Waymo partnership) |
SHOP |
Shopify |
E-commerce platform + AI tools |
TWTR |
Twitter (delisted, Musk acquired 2022/10 → X) |
Historical ticker, NOT TRADEABLE |
ATVI |
Activision Blizzard (delisted, MSFT acquired 2023/10/13) |
Historical ticker, NOT TRADEABLE |
D.6 Telecom
| Ticker |
Company |
Key positioning |
VZ |
Verizon |
US telecom + 5G AI |
⚡ E. Adjacent — Semiconductor Power / Periphery
| Ticker |
Company |
Key positioning |
WOLF |
Wolfspeed |
SiC power semiconductors (note: 2025/09/29 Chapter 11 reorganization completed) |
📋 Full 80-Ticker Alphabetical Index
Quick alphabetical lookup:
AAOI · AAPL · ADBE · ALAB · AMAT · AMD · AMZN · ANET · ANTH · ARM · ASML · ATVI · AVGO · BABA · CMCSA · COHR · CRM · CRWV · CSCO · DELL · DIS · EPIC · GFS · GOOG · GOOGL · HPE · HUAWEI · IBM · INTC · KLAC · LITE · LRCX · META · MRVL · MSFT · MTK · MU · NBIS · NET · NFLX · NOK · NOW · NVDA · NYT · ON · OPENAI · ORCL · PARA · PLTR · QCOM · RBLX · SAP · SFTBY · SHOP · SKH · SMCI · SMIC · SMSN · SNAP · SNOW · SONY · SPACE · SPOT · SSNLF · STRIPE · TCEHY · TOELY · TSLA · TSM · TWTR · TXN · U · UBER · VZ · WBD · WDC · WMT · WOLF · XAI
📐 Company Profile Structure (unified)
Each ticker page contains 7 sections:
- 📌 Basics — Core business / founded year / HQ / CEO / listing (stable 5-10 years)
- 🏭 Supply Chain Coordinates — Upstream / Downstream / Competitors (Part 1-C6 framework)
- 💼 Business Model + Value Capture — Revenue mix / GM characteristics / pricing power (Part 1-C7 view)
- 🏰 Moat Assessment — 4-dim score: Brand / Switching cost / Network effects / Scale (Part 3-C2 Buffett lens)
- ⚠️ Key Reverse-Trigger Conditions — Monitoring signals (Part 3-C5 anti-thesis lens)
- 🔗 Teaching Cross-References — Which chapters cover this company
- 📚 SEC Primary Public Filings — Entry for users to look up real-time data
0 auto stock-price confirmed/reversed, 0 cross-company mental-model bleed, no volatile market cap / stock price numbers (use links instead).
Teaching use · not investment advice · data snapshot by publication date · company facts reviewed quarterly