Semi Logic
The Brains Behind Artificial Intelligence | Updated April 2026
Where Semi Logic Sits in the Supply Chain
GPU and CPU designers (top layers) depend on foundries like TSMC to manufacture, equipment makers like ASML to build fabs, and EDA tools to design chips.
The Problem
AI models like ChatGPT need enormous computing power. Training a single large language model requires thousands of specialized processors running for months.
The Solution
These companies design the GPUs, CPUs, and custom AI chips that power every AI application. NVIDIA designs the GPUs, AMD competes in both GPUs and CPUs, Broadcom and Marvell build custom accelerators for the hyperscalers, and Arm licenses the CPU architecture underneath.
Why It Matters Now
Every major tech company is racing to build AI infrastructure. The demand for AI chips far exceeds supply, with TSMC’s leading-edge fabs booked out through 2027. This group is the direct beneficiary of every dollar spent on AI.
AMD
Advanced Micro Devices
CPUs and GPUs for data centers, PCs, and gaming. MI300 AI accelerator competing with NVIDIA. Growing share in server CPUs.
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ARM
Arm Holdings
Designs the chip architecture used in every smartphone and increasingly in data center AI chips. Licenses IP to NVIDIA, Apple, Qualcomm.
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AVGO
Broadcom
Custom AI accelerators (TPUs for Google, Trainium for Amazon) plus networking chips. Largest custom silicon provider for hyperscalers.
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MRVL
Marvell Technology
Custom AI silicon and data infrastructure chips. Electro-optics and custom compute for cloud providers. 5nm products ramping.
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NVDA
NVIDIA
Dominant AI GPU maker. Blackwell/Rubin architecture powers most AI training and inference. 80%+ market share in data center AI accelerators.
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QCOM
Qualcomm
Mobile processors (Snapdragon) powering most Android phones. Expanding into automotive, IoT, and increasingly data-center AI inference. 5G modem leader.
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Source: SEC EDGAR annual and quarterly filings, company earnings conference calls and presentations.
Disclaimer: This page is for educational purposes only. NO investment advice.