The full AI supply chain mapped to public tickers — ~150 companies across 17 layers, from $ASML lithography and $MU/SK Hynix HBM through $COHR photonics and $GEV/$OKLO power to $CRWV neoclouds — with the bottleneck in each layer and a live basket to track it.
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The AI supply chain is the network of companies that produce the physical infrastructure for artificial intelligence: chip designers, memory makers, the equipment that fabricates and packages chips, the optical and electrical interconnect that links them, the power and cooling that runs the data center, the contractors that build it, and the cloud operators that rent it out. It's a dependency graph, not a single industry — each layer is a customer of the one upstream of it.
By bottleneck control: $ASML (EUV lithography), $TSM (leading-edge foundry), and SK Hynix ($000660.KS), $MU, and Samsung ($005930.KS) in HBM memory. By compute: $NVDA, $AMD, $AVGO, and $MRVL. By the increasingly-binding power constraint: $GEV, $CEG, $VST, $OKLO, and $SMR. The full set spans ~150 names — the baskets on Macroplane organize them by layer.
The tightest choke points are EUV lithography (single supplier, $ASML), leading-edge foundry capacity ($TSM and its CoWoS advanced-packaging lines), HBM memory (three suppliers, sold out in advance), and — increasingly — electrical power and grid interconnection, which is why nuclear and on-site generation names re-rated as AI trades.
Broad AI ETFs are cap-weighted toward mega-cap compute and dilute into loosely-related software, underweighting the upstream layers (packaging, photonics, power) where the asymmetric exposure sits. They also can't show you a company's position in the chain. Mapping the supply chain lets you target a specific layer and see each name's supplier/customer dependencies directly.
Each layer above is a live basket on Macroplane with continuously-updated performance, and every company page shows its supplier/customer graph, deal flow, and financials. Start from any ticker and traverse upstream or downstream to see who depends on whom.