GETTING STARTED
Begin with something you know
A phone, an AI service or an electric vehicle can lead you upstream to chips, materials and manufacturing. Each node explains a role; each connection explains how two roles relate.
1. Choose an industry system
Start with the eight systems, choose a topic, then open its supply chain. Use the location trail to go back, or search directly for a company, stock code or technology.
2. Follow a connection
Select a node and expand its relationships. Read the explanation and source before interpreting an arrow as supply or demand.
3. Explore a company
Open company examples to see recorded product roles. A company can span several roles; its map is not a list of customer orders.
Choose a topic
Materials / equipment / operations / recycling
Solar photovoltaics
Silicon, thin film, equipment, plants and recycling
Interfaces, funding and infrastructure
Payments
Three funding routes, equipment and settlement
Components / modules / systems / deployment
Server rack system integration
Mechanics, power, cooling and interconnects through validation and delivery
Separate formulations, processes and material uses
Resin formulation and composites
Epoxy, cure systems, fibers, casting, pultrusion, autoclaves and spraying
Includes TPU, epoxy, BMI and CCL feedstocks
Oil to polymer materials
Refining, monomers, industrial plastics, specialty plastics and thermosets
Equipment, coordination, carriage and delivery
Transport and specialist logistics
Freight, wind cargo, nuclear fuel and semiconductors
Taiwanese roles and documented cooperation
Memory and storage
DRAM, HBM, flash, controllers and modules
Materials, components, modules and systems
Cooling and thermal management
Air, cold plates, immersion and facilities
Fuel, equipment, engineering and operations
Thermal power
Coal, natural gas and LNG supply chains
Materials, turbines, construction and maintenance
Wind power
Onshore, fixed-bottom and floating offshore
Permanent cores & interposers
Glass substrates
Specialty glass, TGV, RDL and packaging integration
Battery EV lifecycle
Electric vehicles
Batteries, electric drives, vehicles, charging and recycling
Four models, two delivery routes
Cross-border commerce
Goods, transactions, logistics and payments
Two supply streams, full lifecycle
Nuclear power
Fuel, equipment, operations and back-end management
A connected supply network
Drones
Shared inputs, systems and consumer, industrial or military uses
Consumer devices
Smartphones
Explore chips, imaging, displays and circuit boards
Three service branches
AI software & services
Language and knowledge, image/video generation and machine vision
Cloud and edge
AI devices & infrastructure
Data centers, AI PCs, edge equipment and robots
Services and hardware
LEO satellite communications
Separate operation, services and launch, then explore hardware
What the lines mean
Solid green arrows: supply or components. Blue dotted lines: classifications. Orange dashed lines: technology connections. Purple arrows: services or collaboration. Gold dashed arrows: payments.
Parallel routes and architecture options are not universal requirements. Company examples are illustrative and the directory is incomplete.