The semiconductor & AI supply chain by country
Where the chip and AI supply chain is concentrated — tracked revenue and company count for each country, and the single-source chokepoints that create geopolitical risk.
By country (tracked revenue)
- United States — $3.73T (55.7%), 210 companies
- Taiwan — $801.2B (12.0%), 82 companies
- Japan — $562.3B (8.4%), 81 companies; chokepoints: Ajinomoto, Lasertec
- China — $557.5B (8.3%), 83 companies
- South Korea — $338.8B (5.1%), 43 companies
- Germany — $165.4B (2.5%), 21 companies; chokepoints: Carl Zeiss SMT, TRUMPF
- Ireland — $101.8B (1.5%), 5 companies
- France — $99.7B (1.5%), 8 companies
- Hong Kong — $88.9B (1.3%), 2 companies
- Netherlands — $52.4B (0.8%), 8 companies; chokepoints: ASML
- Switzerland — $48.3B (0.7%), 9 companies
- United Kingdom — $39.6B (0.6%), 16 companies
- Singapore — $31.0B (0.5%), 6 companies
- Finland — $21.5B (0.3%), 1 companies
- Sweden — $19.3B (0.3%), 2 companies
- Canada — $12.7B (0.2%), 8 companies
- Norway — $6.5B (0.1%), 1 companies
- Austria — $5.9B (0.1%), 3 companies
- Belgium — $5.9B (0.1%), 3 companies
- Thailand — $3.4B (0.1%), 1 companies
- Israel — $3.1B (0.0%), 11 companies
- Australia — $803M (0.0%), 3 companies
- Italy — $726M (0.0%), 1 companies
- India — $466M (0.0%), 1 companies
- Malaysia — $458M (0.0%), 1 companies