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Stock Bottlenecks

Every public company depends on other companies to function - suppliers it can't easily replace, and customers that make up an outsized share of its revenue. This section breaks that down for one stock at a time, with two pie charts per stock: supply-chain dependency and customer concentration.

New stock pages are added roughly one per day.

Built so far
Advanced Micro Devices, Inc. logo
Advanced Micro Devices, Inc. (AMD)
Fabless semiconductor designer — CPUs, GPUs & AI accelerators
Updated 9 Jul 2026
Alphabet Inc. (Google) logo
Alphabet Inc. (Google) (GOOGL)
Internet search, digital advertising & cloud/AI infrastructure
Updated 8 Jul 2026
Amazon.com, Inc. logo
Amazon.com, Inc. (AMZN)
E-commerce, cloud computing & AI infrastructure
Updated 8 Jul 2026
Apple Inc. logo
Apple Inc. (AAPL)
Consumer electronics & personal computing
Updated 9 Jul 2026
ASE Technology Holding logo
ASE Technology Holding (ASX)
Semiconductor packaging & testing (OSAT)
Updated 8 Jul 2026
ASML Holding N.V. logo
ASML Holding N.V. (ASML)
Semiconductor lithography equipment maker (sole global EUV supplier)
Updated 9 Jul 2026
Broadcom Inc. logo
Broadcom Inc. (AVGO)
Semiconductor & enterprise software (fabless chipmaker)
Updated 8 Jul 2026
Dell Technologies logo
Dell Technologies (DELL)
Computer hardware & enterprise IT / AI servers
Updated 8 Jul 2026
Intel Corporation logo
Intel Corporation (INTC)
Semiconductor IDM chipmaker (x86 CPUs) & emerging foundry services
Updated 9 Jul 2026
Meta Platforms, Inc. logo
Meta Platforms, Inc. (META)
Social media, digital advertising & AI infrastructure
Updated 8 Jul 2026
Micron Technology logo
Micron Technology (MU)
Semiconductor memory manufacturer (DRAM & NAND)
Updated 8 Jul 2026
Microsoft Corporation logo
Microsoft Corporation (MSFT)
Enterprise software, cloud computing & AI infrastructure
Updated 8 Jul 2026
NVIDIA Corporation logo
NVIDIA Corporation (NVDA)
Semiconductor / GPU & AI chip maker
Updated 8 Jul 2026
Oracle Corporation logo
Oracle Corporation (ORCL)
Enterprise software & cloud infrastructure
Updated 8 Jul 2026
Taiwan Semiconductor Manufacturing Company logo
Taiwan Semiconductor Manufacturing Company (TSM)
Semiconductor foundry (contract chip manufacturer)
Updated 8 Jul 2026
Tesla, Inc. logo
Tesla, Inc. (TSLA)
Electric vehicles, batteries & clean energy
Updated 8 Jul 2026
Vertiv Holdings Co logo
Vertiv Holdings Co (VRT)
Data center power & cooling infrastructure
Updated 8 Jul 2026
Walmart Inc. logo
Walmart Inc. (WMT)
Multinational discount retail & e-commerce (mass merchandiser)
Updated 9 Jul 2026

Bottleneck Leaderboard

How many times each company has shown up as a bottleneck - supplier or customer - across every stock page built so far.

1.Samsung Electronics×12
2.Taiwan Semiconductor Manufacturing Company (TSM)×12
3.Broadcom (AVGO)×11
4.NVIDIA (NVDA)×11
5.Meta Platforms (META)×9
6.Micron Technology (MU)×9
7.Microsoft (MSFT)×8
8.SK Hynix×8
9.AMD (AMD)×7
10.Dell Technologies (DELL)×6
11.Vertiv Holdings (VRT)×6
12.Alphabet (Google) (GOOGL)×5
13.Amazon (AMZN)×5
14.Corning (GLW)×5
15.Intel (INTC)×5
16.OpenAI×5
17.US federal government×5
18.Advantest×4
19.Apple (AAPL)×4
20.AT&T (T)×4
21.Super Micro Computer (SMCI)×4
22.Air Products and Chemicals (APD)×3
23.Applied Materials (AMAT)×3
24.ASE Technology Holding (ASX)×3
25.Coca-Cola (KO)×3
26.CoreWeave (CRWV)×3
27.Hon Hai Precision Industry (Foxconn)×3
28.KLA Corporation (KLAC)×3
29.Lam Research (LRCX)×3
30.Oracle (ORCL)×3
31.Procter & Gamble (PG)×3
32.Qualcomm (QCOM)×3
33.Tokyo Electron×3
34.Unilever (UL)×3
35.Walmart (WMT)×3
36.xAI×3
37.Alphabet (Google Cloud) (GOOGL)×2
38.Amkor Technology (AMKR)×2
39.Anthropic×2
40.Arista Networks (ANET)×2
41.ASML (ASML)×2
42.Boeing (BA)×2
43.ByteDance×2
44.Cadence Design Systems (CDNS)×2
45.Coinbase (COIN)×2
46.Entegris (ENTG)×2
47.Equinix (EQIX)×2
48.Ford Motor Company (F)×2
49.General Motors (GM)×2
50.GlobalFoundries (GFS)×2
51.HP Inc. (HPQ)×2
52.Kimberly-Clark (KMB)×2
53.Kraft Heinz (KHC)×2
54.Lenovo Group×2
55.Marvell Technology (MRVL)×2
56.MediaTek×2
57.Mondelez International (MDLZ)×2
58.Murata Manufacturing×2
59.Nestlé×2
60.PepsiCo (PEP)×2
61.Quanta Computer×2
62.Salesforce (CRM)×2
63.Shin-Etsu Chemical×2
64.Snap Inc (SNAP)×2
65.Synopsys (SNPS)×2
66.Teradyne (TER)×2
67.Tesla (TSLA)×2
68.Texas Instruments (TXN)×2
69.Accenture (ACN)×1
70.Advanced Energy Industries (AEIS)×1
71.Airbnb (ABNB)×1
72.Albemarle Corporation (ALB)×1
73.Amazon (AWS) (AMZN)×1
74.Amphenol (APH)×1
75.ASML Holding (ASML)×1
76.ASMPT×1
77.Bank of America (BAC)×1
78.BE Semiconductor Industries (Besi)×1
79.Best Buy (BBY)×1
80.Carl Zeiss SMT×1
81.CATL×1
82.China Mobile×1
83.China Telecom×1
84.Chinese foundries (SMIC and other mainland fabs)×1
85.Church & Dwight (CHD)×1
86.Cigna (CI)×1
87.Cisco Systems (CSCO)×1
88.Clorox (CLX)×1
89.Coherent Corp (COHR)×1
90.Delta Electronics×1
91.Deutsche Bank (DB)×1
92.Digital Realty Trust (DLR)×1
93.Disney (DIS)×1
94.Distributor channel (aggregate)×1
95.DoorDash (DASH)×1
96.Eaton Corporation (ETN)×1
97.Epic Games×1
98.FedEx (FDX)×1
99.Freeport-McMoRan (FCX)×1
100.Glencore×1
101.Global Unichip Corp×1
102.Hewlett Packard Enterprise (HPE)×1
103.Honda Motor (HMC)×1
104.HP Inc (HPQ)×1
105.Hyundai Motor×1
106.Infineon Technologies×1
107.Johnson & Johnson (JNJ)×1
108.JPMorgan Chase (JPM)×1
109.Kinsus Interconnect Technology×1
110.Lenovo×1
111.LG Display (LPL)×1
112.LG Energy Solution×1
113.Linde (LIN)×1
114.Luxshare Precision×1
115.MKS Instruments (MKSI)×1
116.Nan Ya PCB×1
117.Netflix (NFLX)×1
118.Neways Electronics International×1
119.Nissan Motor×1
120.NXP Semiconductors (NXPI)×1
121.ON Semiconductor (ON)×1
122.Other global carriers & retailers×1
123.Other OEMs, cloud & channel customers×1
124.Panasonic×1
125.PayPal (PYPL)×1
126.PDD Holdings (Temu) (PDD)×1
127.Pfeiffer Vacuum Technology×1
128.Pinterest (PINS)×1
129.Polestar (PSNY)×1
130.Prodrive Technologies×1
131.Rivian Automotive (RIVN)×1
132.Samsung SDI×1
133.Schott AG×1
134.Seagate Technology (STX)×1
135.Sensata Technologies (ST)×1
136.Shein×1
137.Shinko Electric Industries×1
138.Skyworks Solutions (SWKS)×1
139.Small & mid-size business & consumer channel×1
140.Small & mid-size business channel×1
141.SoftBank Corp×1
142.Sony (SONY)×1
143.Sony Group (SONY)×1
144.Sony Group (PlayStation) (SONY)×1
145.Spotify (SPOT)×1
146.Stellantis (STLA)×1
147.STMicroelectronics (STM)×1
148.SUMCO×1
149.Sumitomo Bakelite×1
150.T-Mobile US (TMUS)×1
151.Target Corporation (TGT)×1
152.TD SYNNEX (SNX)×1
153.TDK Corporation×1
154.TE Connectivity (TEL)×1
155.Tongfu Microelectronics×1
156.Toyota Motor (TM)×1
157.TRUMPF×1
158.Tyson Foods (TSN)×1
159.Uber Technologies (UBER)×1
160.Unimicron Technology×1
161.United Microelectronics Corporation (UMC)×1
162.VDL Groep×1
163.Verizon (VZ)×1
164.Vicor Corporation (VICR)×1
165.Vodafone Group (VOD)×1
166.Volvo Cars×1
Why it matters

A company that keeps showing up here isn't just important to one stock - it's a shared dependency across many of them. If a name high on this list runs into trouble - an outage, a shortage, a regulatory action, a bad quarter - the disruption can ripple across every business that relies on it, not just the one you started on. The higher the count, the more concentrated - and systemic - that risk becomes.