Shay Boloor(@StockSavvyShay):FUTURUM JUST MAPPED EVERY LAYER OF THE CPU SUPPLY CHAIN CPU Architecture & IP • Arm: $ARM • Proprietary: $IBM • x86: $AMD $INTC Chip Design Software • EDA: $CDNS $SNPS Manufacturing • Memory: $MU $SKHY • Foundries: $TSM $INTC $GFS • Advanced Packaging: $TSM $INTC $AMKR • Wafer Fab Equipment: $ASML $AMAT $LRCX $KLAC CPU End Markets • Enterprise: $AMD $INTC $IBM • Mobile: $AAPL $QCOM $GOOGL • Consumer: $AMD $INTC $AAPL $QCOM • Agentic AI: $ARM $NVDA $QCOM $AMD $INTC • Cloud: $AMD $INTC $NVDA $AMZN $GOOGL $MSFT $META $BABA

2026.11.01 17:38

FUTURUM JUST MAPPED EVERY LAYER OF THE CPU SUPPLY CHAIN CPU Architecture & IP • Arm: $ARM • Proprietary: $IBM • x86: $AMD $INTC Chip Design Software • EDA: $CDNS $SNPS Manufacturing • Memory: $MU $SKHY • Foundries: $TSM $INTC $GFS • Advanced Packaging: $TSM $INTC $AMKR • Wafer Fab Equipment: $ASML $AMAT $LRCX $KLAC CPU End Markets • Enterprise: $AMD $INTC $IBM • Mobile: $AAPL $QCOM $GOOGL • Consumer: $AMD $INTC $AAPL $QCOM • Agentic AI: $ARM $NVDA $QCOM $AMD $INTC • Cloud: $AMD $INTC $NVDA $AMZN $GOOGL $MSFT $META $BABA