companies
Each company has its own page with reverse BOM lookup, theme membership, price, valuation, earnings and news. Ranked by BOM rows + theme count, so the most-connected show up first.
2330.TWSole foundry for Rubin (N3P process) and CoWoS-L packaging.
SPCXPrivate. Designs and manufactures the Starlink satellite bus, Ku/Ka/E-band phased-array antennas, optical inter-satellite laser terminals and Hall-effect thrusters in-house (Redmond, WA). Vertically integrated — discloses no satellite BOM or supplier shares [2].
2308.TWPSU + named cold plate supplier; thermal heritage.
NVDAGPU + platform designer. Owns the Rubin spec and DGX brand.
STMFranco-Italian semiconductor maker; SpaceX's clearest external Starlink silicon partner. Co-designed RF/mixed-signal chips — 5B+ shipped over a decade, used in millions of user terminals and 10,000+ Starlink satellites incl. V3; slated to supply upcoming inter-satellite laser-link chips [3][4].
AMDGPU + CPU designer. Owns the MI400/MI450 series spec, Pensando NIC/DPU silicon, and the Helios open-rack reference architecture.
2382.TWODM; Rubin rack assembly + NVLink board.
3017.TWNamed cold plate supplier for Vera Rubin (DigiTimes 2026-03-18).
3324.TWOCold plate + thermal module; ASUS partner.
3037.TWABF substrate top supplier.
VRTPrimary CDU + reference cooling architecture partner.
000660.KSHBM4 lead supplier for Rubin; primary partner since HBM3e.