{
  "name": "Fab Tracker supply links",
  "url": "https://eyesonflash.com/bit-market/fab-tracker/",
  "creator": "Eyes on Flash",
  "rights": "All rights reserved. Copyright Sean Webster, Eyes on Flash (https://eyesonflash.com). You may read these files and link to them; do not copy, republish or redistribute them without written permission. Each figure comes from the source named on its row.",
  "dateModified": "2026-11-03",
  "about": "One row per supply link: who supplies what to whom. status is confirmed when a party to the deal states it (a filing or release) and reported when named press or analysts do. claim_id is the Eyes on Flash ledger claim the figure comes from and quote is words that appear in it; source_title and source_url name its first public source, source_urls lists them all separated by \" | \".",
  "columns": [
    "as_of",
    "supplier",
    "customer",
    "item",
    "status",
    "claim_id",
    "quote",
    "source_title",
    "source_url",
    "source_urls"
  ],
  "rows": [
    {
      "as_of": "2026-01-25",
      "supplier": "TSMC",
      "customer": "NVIDIA",
      "item": "semiconductor wafers (foundry)",
      "status": "confirmed",
      "claim_id": "C-D-029",
      "quote": "NVIDIA uses foundries such as TSMC and Samsung to produce its semiconductor wafers",
      "source_title": "NVIDIA Form 10-K, fiscal year ended January 25, 2026",
      "source_url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581026000021/nvda-20260125.htm",
      "source_urls": "https://www.sec.gov/Archives/edgar/data/1045810/000104581026000021/nvda-20260125.htm"
    },
    {
      "as_of": "2026-01-25",
      "supplier": "Samsung Electronics",
      "customer": "NVIDIA",
      "item": "semiconductor wafers (foundry)",
      "status": "confirmed",
      "claim_id": "C-D-029",
      "quote": "NVIDIA uses foundries such as TSMC and Samsung to produce its semiconductor wafers",
      "source_title": "NVIDIA Form 10-K, fiscal year ended January 25, 2026",
      "source_url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581026000021/nvda-20260125.htm",
      "source_urls": "https://www.sec.gov/Archives/edgar/data/1045810/000104581026000021/nvda-20260125.htm"
    },
    {
      "as_of": "2026-01-25",
      "supplier": "SK hynix",
      "customer": "NVIDIA",
      "item": "memory",
      "status": "confirmed",
      "claim_id": "C-D-029",
      "quote": "it purchases memory from SK Hynix Inc., Micron Technology, Inc., and Samsung",
      "source_title": "NVIDIA Form 10-K, fiscal year ended January 25, 2026",
      "source_url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581026000021/nvda-20260125.htm",
      "source_urls": "https://www.sec.gov/Archives/edgar/data/1045810/000104581026000021/nvda-20260125.htm"
    },
    {
      "as_of": "2026-01-25",
      "supplier": "Micron",
      "customer": "NVIDIA",
      "item": "memory",
      "status": "confirmed",
      "claim_id": "C-D-029",
      "quote": "it purchases memory from SK Hynix Inc., Micron Technology, Inc., and Samsung",
      "source_title": "NVIDIA Form 10-K, fiscal year ended January 25, 2026",
      "source_url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581026000021/nvda-20260125.htm",
      "source_urls": "https://www.sec.gov/Archives/edgar/data/1045810/000104581026000021/nvda-20260125.htm"
    },
    {
      "as_of": "2026-01-25",
      "supplier": "Samsung Electronics",
      "customer": "NVIDIA",
      "item": "memory",
      "status": "confirmed",
      "claim_id": "C-D-029",
      "quote": "it purchases memory from SK Hynix Inc., Micron Technology, Inc., and Samsung",
      "source_title": "NVIDIA Form 10-K, fiscal year ended January 25, 2026",
      "source_url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581026000021/nvda-20260125.htm",
      "source_urls": "https://www.sec.gov/Archives/edgar/data/1045810/000104581026000021/nvda-20260125.htm"
    },
    {
      "as_of": "2026-01-25",
      "supplier": "Hon Hai (Foxconn)",
      "customer": "NVIDIA",
      "item": "assembly, test and packaging of final products",
      "status": "confirmed",
      "claim_id": "C-D-029",
      "quote": "contract manufacturers such as Hon Hai Precision Industry Co., Ltd., Wistron Corporation and Fabrinet perform assembly, testing and packaging",
      "source_title": "NVIDIA Form 10-K, fiscal year ended January 25, 2026",
      "source_url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581026000021/nvda-20260125.htm",
      "source_urls": "https://www.sec.gov/Archives/edgar/data/1045810/000104581026000021/nvda-20260125.htm"
    },
    {
      "as_of": "2026-01-25",
      "supplier": "Wistron",
      "customer": "NVIDIA",
      "item": "assembly, test and packaging of final products",
      "status": "confirmed",
      "claim_id": "C-D-029",
      "quote": "contract manufacturers such as Hon Hai Precision Industry Co., Ltd., Wistron Corporation and Fabrinet perform assembly, testing and packaging",
      "source_title": "NVIDIA Form 10-K, fiscal year ended January 25, 2026",
      "source_url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581026000021/nvda-20260125.htm",
      "source_urls": "https://www.sec.gov/Archives/edgar/data/1045810/000104581026000021/nvda-20260125.htm"
    },
    {
      "as_of": "2026-07-15",
      "supplier": "ASML",
      "customer": "Intel",
      "item": "High NA EUV lithography scanners (TWINSCAN EXE:5000, then EXE:5200B)",
      "status": "confirmed",
      "claim_id": "C-D-128",
      "quote": "Intel Foundry was the first company to install and pass acceptance testing of the second-generation High NA scanner, ASML's TWINSCAN EXE:5200B",
      "source_title": "High NA EUV reaches new readiness milestone with first high-volume Logic product",
      "source_url": "https://www.asml.com/en/news/press-releases/2026/high-na-euv-reaches-new-readiness-milestone",
      "source_urls": "https://www.asml.com/en/news/press-releases/2026/high-na-euv-reaches-new-readiness-milestone"
    },
    {
      "as_of": "2025-09-03",
      "supplier": "ASML",
      "customer": "SK hynix",
      "item": "High NA EUV lithography system (TWINSCAN EXE:5200B)",
      "status": "confirmed",
      "claim_id": "C-D-192",
      "quote": "the system is ASML's EXE:5200B",
      "source_title": "SK hynix Introduces Industry’s First Commercial High NA EUV",
      "source_url": "https://news.skhynix.com/en/sk-hynix-introduces-industrys-first-commercial-high-na-euv/",
      "source_urls": "https://news.skhynix.com/en/sk-hynix-introduces-industrys-first-commercial-high-na-euv/"
    }
  ]
}