POPA ReconNvidia's Suppliers by Revenue Exposure
Nvidia's Suppliers by Revenue Exposure Nvidia's AI dominance pulls billions through foundry, HBM memory, testing, packaging and server assembly. Here's how much of each supplier's revenue comes from Nvidia: • TSMC - 37.35% • SK Hynix - 26.53% • Advantest - 24.44% • Micron - 13.62% • Teradyne - 8.44% • ASE Technology - 2.49% • Keysight - 1.43% • Ibiden - 1.23% • Fabrinet - 1.15% • Amkor - 0.98% • Cisco - 0.89% The surprise is third place. Advantest makes test equipment and a quarter of its entire business now runs through one customer. At Blackwell die sizes, yield and validation s…
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