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What The Chip Happened

How To Use The Taiwan AI Supply Chain Monitor

A working map of the companies that build the world's AI hardware, from raw wafers to finished racks. 33 Taiwan-listed companies across 7 segments, each brief sourced from earnings calls and filings. This guide shows you where to look and what to click.

Data: Quartr As of Jun 10, 2026 Read time 3 min Educational, not financial advice
33
Companies
7
Segments
8
Chokepoints
110
AI ties mapped
159
News items

Start Here In 60 Seconds

  1. Open the Overview. Read the one-line market headline, then scan the chokepoints ranked by how tight the supply is.
  2. Pick a segment tab. Foundry, Memory, IC Design, OSAT, Servers, PCB, or Power. Each opens with a thesis and a demand read.
  3. Click a company card to expand it. You get the latest revenue, margins, momentum, and a sourced quote from the earnings call.
  4. Jump to any name fast. Press / to open ticker search, type a ticker, and the card opens for you.
Open the dashboard Jump to the news wire

The Four Views

1

Overview

The macro read on one screen. A headline call, 8 supply chokepoints ranked by severity, a supply-chain flow diagram, an AI-exposure chart, an investor playbook in three risk modes, and 9 signals to watch.

Go to Overview
2

Segments

Seven groups, from wafers to power. Each has a thesis, a demand read, a shortage watch, a power ranking, and expandable company cards with sourced quotes.

Foundry Memory IC Design OSAT Servers PCB Power
Open Foundry first
3

AI Nexus

How the watchlist connects to the rest of AI. 110 mapped ties between the Taiwan names and 35 global players such as NVIDIA (NVDA), the hyperscalers, and the memory makers. Network map plus a sourced relationship ledger.

Go to AI Nexus
4

News Wire

159 dated items across every company, newest first. Filter by segment to follow one corner of the chain, or read the whole feed for the week's flow.

Go to News Wire

What To Click

▤
Top tabs. Switch between Overview, the seven segments, AI Nexus, and the News Wire.
⌵
Ticker search. Press / or click the search box, type a ticker or name, and land on that company.
●
Gold and teal ticker chips. Anywhere you see a ticker chip, click it. The dashboard scrolls to that company card, expands it, and flashes gold.
▼
Company card headers. Click a card to expand the full earnings detail and the key quote. Press Esc to collapse it again.
⇄
Playbook buttons. On the Overview, toggle Conservative, Balanced, or Aggressive to read the strategy for each risk appetite.
▲
Chart labels and ranking rows. Tickers in the AI-exposure chart and the segment power rankings are clickable. They jump straight to the company.
↗
AI Nexus rows. Each relationship row shows the tie, the evidence, and the source so you can check the claim yourself.

Read It Like An Analyst

Momentum
▲ Accelerating growth speeding up
▶ Steady holding the trend
▼ Decelerating growth cooling
Severity (chokepoints & shortages)
Critical High Medium Low
Ranked by how tight the supply is right now.
Stance (power rankings)
Bullish Neutral Bearish
Where each name sits inside its segment.
AI exposure
0 to 100
How much of the business is tied to AI demand.
One habit worth keeping Every number traces back to a primary source. When a card cites a quote, that line came from the company's own earnings call or filing through Quartr. Read the quote before you trust the takeaway.