// SUPPLY CHAIN

Supply Chain & Moat Map · 产业链与护城河

Trace value along the chain and score competitive moat depth.

Upstream · 上游

TSMFoundry

TSMC

ASMLEUV lithography

ASML

MUHBM memory

Micron

Company · NVDA

NVDA

Peers: AMD · AVGO · INTC

Downstream · 下游

MSFTHyperscaler

Microsoft Azure

METAAI training

Meta

GOOGLGCP

Alphabet

Moat Scorecard · 护城河评分

Market Share

88/100

Pricing Power

92/100

Patents

78/100

Competitors

6 rivals

Composite

91