Industry Intelligence Hub

Since the advent of ChatGPT in 2023, the global electronics supply chain has undergone a major reshuffle, leading to the emergence of powerful LLMs such as Claude, Gemini, and DeepSeek. The competition among these models has intensified. AI has progressed sequentially from training to inference and now to the era of agents, with the AI narrative continuing to unfold.

In response, MacroMicro has organized the global AI supply chain, providing clients with exclusive indicators and representative companies for the upstream, midstream, and downstream sectors of the global electronics supply chain, as restructured by MacroMicro, to continuously track AI developments:

- AI Chip Layer: Encompasses various semiconductors and AI chips.
- AI Infrastructure Layer: Includes electronic components used within servers.
- AI Computing Power Supply Layer: Comprises cloud service providers offering AI computing power.

Note: The companies included in the supply chain map are for reference only. MacroMicro will regularly maintain the coverage list to ensure data accuracy.