See what your stocks really depend on.
Pick up to 5 stocks you own. Every link has its source.
Nvidia is tied to 3 of your stocks: TSMC, Samsung and Intel.
Moving dots show where the money goes. Red dots clash: rivals. White dots meet: partners.
Every link, with where it comes from
TSMC sells to Nvidia
Makes Nvidia's chip wafers and packages them (CoWoS)
19% of TSMC's 2025 revenue came from its biggest customer; Nvidia's CEO said that customer is Nvidia
TSMC sells to AMD
Makes AMD's processor and AI chip wafers
Samsung sells to Nvidia
Sells Nvidia memory and makes some of its chip wafers
Nvidia competes with Intel
Intel sells data-center chips against Nvidia's AI systems
AMD competes with Intel
The two makers of x86 processors for PCs and servers
TSMC competes with Samsung
Both make chips for other companies (foundry); Samsung is a distant second
Foundry market share, Apr–Jun 2026: TSMC 72.5%, Samsung 5.9%
Nvidia works with Intel
Co-designing PC chips (Intel CPU + Nvidia graphics) and data-center CPUs for Nvidia systems
Nvidia owns part of Intel
Bought $5B of new Intel shares; the deal closed in Dec 2025
$5B
Intel sells to CDW
From the filing“m more than 1,000 vendor partners, including well-established companies such as Adobe, APC, Apple, Amazon Web Services, Broadcom Inc., Cisco, Dell Technologies, Google, Hewlett Packard Enterprise, HP Inc., IBM, Intel, Lenovo, Microsoft, NetApp, Nutanix, Nvidia, Palo Alto Networks, Pure Storage, and Samsung, as well as from emerging technology companies.”
Intel sells to Fortinet
From the filing“Some of the components important to our business, including certain Central Processing Units (“CPUs”) from Intel Corporation (“Intel”) and Advanced Micro Devices, Inc. (“AMD”), network and wireless chips from Broadcom Inc. (“Broadcom”), Marvell Technology Group Ltd. (“Marvell”), Qualcomm Incorporated (“Qualcomm”) and Intel and memory devices from Intel, Micron Technology (“Micron”), ADATA Technology Co., Ltd. (“ADATA”), Toshiba Corporation (“Toshiba”), Samsung Electronics Co., Ltd. (“Samsung”), and Western Digital Technologies, Inc. (“Western Digital”), are available from limited or sole sources of supply.”
Lam Research sells to Samsung
From the filing“Our most significant customers during the fiscal years ending June 28, 2026, June 29, 2025, and June 30, 2024 included Micron Technology, Inc., Samsung Electronics Company, Ltd., SK hynix Inc., and Taiwan Semiconductor Manufacturing Company.”
Lam Research sells to TSMC
From the filing“Our most significant customers during the fiscal years ending June 28, 2026, June 29, 2025, and June 30, 2024 included Micron Technology, Inc., Samsung Electronics Company, Ltd., SK hynix Inc., and Taiwan Semiconductor Manufacturing Company.”
Qnity Electronics sells to Samsung
11% of sales (2025)
From the filing“Customer Percentage of Net Sales during 2025 Samsung Electronics Co., Ltd. 11% Taiwan Semiconductor Manufacturing Company Limited 8% Remaining top 10 customers 15% Total top 10 customers 34%”
Qnity Electronics sells to TSMC
From the filing“Customer Percentage of Net Sales during 2025 Samsung Electronics Co., Ltd. 11% Taiwan Semiconductor Manufacturing Company Limited 8% Remaining top 10 customers 15% Total top 10 customers 34%”
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