Futurum Maps the Full CPU Supply Chain From Chip Design to End Markets

Futurum has outlined the major companies involved in the global CPU supply chain, covering everything from processor architecture and design software to manufacturing, advanced packaging, and end-market applications.
Key players across the ecosystem include:
**CPU Architecture & IP**
- Arm ($ARM)
- IBM ($IBM)
- AMD ($AMD)
- Intel ($INTC)
**Chip Design Software**
- Cadence ($CDNS)
- Synopsys ($SNPS)
**Manufacturing**
- Memory: Micron ($MU), SK hynix
- Foundries: TSMC ($TSM), Intel ($INTC), GlobalFoundries ($GFS)
- Advanced packaging: TSMC ($TSM), Intel ($INTC), Amkor ($AMKR)
- Wafer fabrication equipment: ASML ($ASML), Applied Materials ($AMAT), Lam Research ($LRCX), KLA ($KLAC)
**CPU End Markets**
- Enterprise: AMD, Intel, IBM
- Mobile: Apple ($AAPL), Qualcomm ($QCOM), Alphabet ($GOOGL)
- Consumer: AMD, Intel, Apple, Qualcomm
- Agentic AI: Arm, Nvidia ($NVDA), Qualcomm, AMD, Intel
- Cloud: AMD, Intel, Nvidia, Amazon ($AMZN), Alphabet, Microsoft ($MSFT), Meta ($META), Alibaba ($BABA)
The breakdown illustrates how the CPU ecosystem extends far beyond processor manufacturers. It depends on a broad network of architecture providers, software developers, foundries, equipment suppliers, and companies deploying computing power across multiple markets.