The Complete List Of Nvidia’s Suppliers And Consumers

This is the most recently updated list but pleas bear in mind that semiconductor industry relationships can change frequently.

NVIDIA Key Business Relationships NVIDIA Suppliers TSMC ~25% of expenditure Samsung ~15% of expenditure ASE Technology ~10% of expenditure SK Hynix/Micron ~8% of expenditure Customers Microsoft Azure ~15% of sales Amazon AWS ~13% of sales Meta ~10% of sales PC Manufacturers ~25% of sales Note: Percentages are approximate and may vary based on market conditions and reporting periods Sources: Bloomberg, CNBC

Key Customers:

  1. Cloud Service Providers:
  • Microsoft (Azure)
  • Amazon (AWS)
  • Google (GCP)
  • Meta
  1. PC/Hardware Manufacturers:
  • Dell
  • HP
  • Lenovo
  • ASUS
  • MSI

Major Suppliers:

  1. Semiconductor Manufacturing:
  • Taiwan Semiconductor Manufacturing Company (TSMC) – primary chip manufacturer
  • Samsung Electronics – secondary chip manufacturer
  1. Key Component/Material Suppliers:
  • ASE Technology Holding (packaging and testing)
  • SK Hynix (memory)
  • Micron Technology (memory)
  • Advanced Micro Devices (AMD) – cross-licensing and some technology sharing

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