Research · Value Chain Maps

The market, mapped
from first principles.

Interactive sector maps showing where value is created, captured, and contested — with company research linked at each node.

AI & Semiconductor Value Chain— Click any company to read Intrinsic's research
Intrinsic Coverage
Public
Private
Emerging
Raw Materials & IP
ASML
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Air Products
Shin-Etsu Chemical
SUMCO
Entegris
Design & EDA Tools
Synopsys
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Cadence
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Ansys
Siemens EDA
Private · On our watchlist
Semiconductor Fab
TSMC
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Samsung Foundry
Intel Foundry
GlobalFoundries
Rapidus (Japan)
Chip Design (Fabless)
NVIDIA
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AMD
Qualcomm
Broadcom
Groq
Private · On our watchlist
Cerebras
d-Matrix
Cloud & Data Center
Microsoft Azure
AWS
Google Cloud
CoreWeave
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Lambda Labs
Private · On our watchlist
AI Models & Platforms
OpenAI
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Anthropic
Private · On our watchlist
Google DeepMind
Mistral
xAI
Cohere
Application Layer
Microsoft 365 Copilot
Palantir
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Salesforce
Harvey AI
Private · On our watchlist
Abridge
Private · On our watchlist
Sierra AI
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Published Research

Amazon
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