Missed out on the Nvidia boom? Why not consider Nvidia suppliers that are publicly listed? Here’s our top 6!

If you want to benefit from the growth of Nvidia but don’t have the confidence that you’ll be able to reap the returns investors who got in earlier have made, you could invest in Nvidia suppliers.

You see, the world’s largest GPU supplier doesn’t do it all ‘in house’, it relies on a number of suppliers. And there are more than you may think, particularly publicly listed companies. Let’s take a look at our top 6

Top 6 Nvidia suppliers that are publicly listed!

Amkor Technology (NDQ:AMKR)

Amkor is a recognised public supplier for Nvidia, especially for advanced packaging and testing of AI-focused chips. Hang on, isn’t this just making ‘containers’ for the AI chips? No, we mean merging multiple devices into one and ‘packaging’ them as a single device.

Amkor is undertaking a strategic expansion in the U.S. (specifically in Arizona and Texas) aligns closely with Nvidia’s onshore initiatives, making them a key partner in the supply chain.

In response to TSMC’s overloaded CoWoS (Chip-on-Wafer-on-Substrate) capacity, Nvidia has sought additional packaging resources. As part of this effort, Amkor has secured partial orders to handle advanced packaging of Nvidia chip

Taiwan Semiconductor Manufacturing Company (TSMC)

TSMC is the world’s largest chip maker, based in Taiwan. And it is Nvidia’s primary semiconductor foundry, producing its GPUs on advanced nodes (5 nm, 4 nm, etc.). In other words, it makes the chips that power Nvidia’s graphics cards and AI processors. Although it is based in Taiwan, it’ll be opening up a US fab in the next 12 months and be working with Amkor. The only customer larger than Nvidia is Apple. This demand has fuelled record revenues.

Micron Technology (NDQ:MU)

This Idaho-based company is a producer of computer memory. It supplies HBM (High-Bandwidth Memory)—a type of ultra-fast stacked memory—for NVIDIA’s advanced AI accelerators. Memory bandwidth is often the bottleneck in high-end AI workloads. You need memory that can work for the demands of consumers in an AI world.

HBM is essential for NVIDIA’s AI chips because it delivers high bandwidth and low power consumption, enabling massive parallel processing for AI training and inference. Moreover, Micron is a DRAM manufacturer and is the only US maker of this type of memory. And so, partnering with Micron helps efforts to diversify towards US production. Micron is building a fab in New York to boost capacity.

Applied Materials (NDQ:AMAT)

Applied Materials is the world’s largest provider of semiconductor manufacturing equipment. It makes the machines and tools that foundries use to manufacture chips. Now, it does not supply Nvidia directly, but supplies to TSMC and Samsung which supply to Nvidia. When TSMC builds a Hopper or Blackwell chip for NVIDIA, it likely uses Applied Materials’ equipment to do so—at nearly every stage of the wafer fabrication process. Applied Materials has singled out Nvidia demand as a reason for its record financial results.

SK Hynix (KRX: 000660)

SK Hynix is another key memory supplier. supplies HBM2, HBM3, and HBM3E memory used in NVIDIA’s AI and data center GPUs—including Hopper (H100) and Blackwell (B100/B200) series. SK Hynix’s HBM is critical for delivering the high memory bandwidth necessary for AI workloads.

Moreover, SK Hynix works with partners like Amkor to provide silicon interposers and HBM modules integrated into NVIDIA’s chip packages. This collaboration supports NVIDIA’s advanced 2.5D/3D packaging technology, enhancing GPU performance and efficiency.

Wistron (TPE:3231)

Wistron is a major electronics manufacturing services (EMS) company based in Taiwan. While it’s not widely cited as a primary or core supplier for NVIDIA like TSMC or Micron, Wistron does appear in NVIDIA’s extended supply chain, mainly providing contract manufacturing and assembly services. Wistron specialises in assembling and manufacturing electronic products, which can include components for GPUs, servers, or other hardware that NVIDIA designs.

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