Company Dependency Research
Data-backed research answering specific questions about company suppliers, customers, relationship paths, geographic exposure, and historical network changes.
About this collection
This collection contains bounded company and relationship analyses built from Altsets data. Each publication answers one primary question and presents the relevant network, dates, metrics, table, interpretation, and limitations.
These pages are not general guides to supply chain investing. They focus on what the displayed data shows about a named company, relationship, comparison, portfolio, or historical period.
This collection uses the Altsets supply chain relationship dataset. Review sample supplier and customer records to evaluate the underlying fields.
Questions and topics covered
- Supplier and customer network maps
- Company-to-company dependency comparisons
- Shared suppliers and customers
- Geographic exposure within mapped networks
- Upstream and downstream relationship paths
- Historical relationship changes
- Event and disruption exposure
Published pages
SK hynix Has Greater Nvidia Exposure Than Micron
Shared counterparty
Between SK Hynix and Micron, which memory supplier has the larger economic relationship with Nvidia across supplier revenue share, relationship size, and Nvidia customer cost share?
Nvidia represents 27.88% of SK Hynix revenue versus 17.62% of Micron revenue. The SK Hynix relationship is also larger by relationship size and by Nvidia cost share in the supplied data.
The Rare-Earth Bottleneck Is Magnet Manufacturing, Not Mining
Geographic exposure
Why is qualified permanent magnet capacity a tighter rare earth bottleneck than mine supply, and which magnet producers and customers have the most economic exposure?
China's share rises from about 60% of mined magnet rare earths to 94% of sintered permanent magnet production. The tighter bottleneck is qualified magnet manufacturing capacity.
KLA and Applied Materials Rank Opposite Ways on Micron Exposure
Relationship comparison
Is KLA or Applied Materials more exposed to Micron when supplier revenue concentration, relationship size, and Micron customer cost share point to different rankings?
KLA is more dependent on Micron by supplier revenue share, 4.59% versus 2.96%, while Applied Materials has the larger relationship size and the larger share of Micron's cost base.
TSMC Nearly Matches Samsung and Intel in Shin-Etsu Exposure
Customer concentration
How concentrated is Shin-Etsu Chemical's displayed semiconductor customer exposure across TSMC, Samsung Electronics, and Intel, and does TSMC dominate the group?
TSMC represents 4.02% of Shin-Etsu revenue in the supplied data, almost equal to Samsung and Intel combined at 4.22%. The three displayed semiconductor customers sum to 8.24% of Shin-Etsu revenue.
Micron Revenue Sensitivity to Nvidia Purchasing
Demand read-through
How much would a change in Micron sales to Nvidia affect Micron total revenue under explicit assumptions?
Use Micron’s 17.62% mapped Nvidia revenue share to calculate conditional sales sensitivities and separate purchasing changes from Nvidia revenue headlines.
SK hynix Has More Revenue Exposure to Nvidia Than Apple
Relationship comparison
How much more economically important is SK Hynix's Nvidia relationship than its Apple relationship?
Altsets estimates SK Hynix's Nvidia relationship at 27.88% of supplier revenue, 21B USD, and 27.33% of Nvidia COGS, versus 8.75%, 6.2B USD, and 1.76% for Apple.
Who Supplies Micron? Seven Major Suppliers Across Seven Countries
Supplier materiality
Which of the three quantified Micron supplier relationships is economically largest?
Who supplies Micron? See 7 major suppliers, their countries, and relationship estimates for ASML, Applied Materials, and Shin-Etsu Chemical.
Inside Micron's Customer Network Beyond Nvidia
Demand read-through
What does Micron's downstream network reveal about its connections to AI and server-hardware demand?
Micron's downstream graph includes Nvidia plus Inventec, Quanta, and ASUS, revealing a broader server and computing-infrastructure customer cluster without pretending the structural edges are fully quantified.
SK ecoplant’s SK hynix Exposure Is a Fab-Spending Question
Network path
Does SK ecoplant’s large SK hynix customer exposure transmit through fab investment or recurring production demand?
Analyze the 36.49% SK hynix customer share as a project and infrastructure exposure, with a conditional revenue sensitivity and a separate recurring-materials channel.
Tesla's Supplier Network Goes Far Beyond Batteries
Supplier materiality
Does Tesla's visible supplier network extend beyond battery suppliers into other automotive functions?
Tesla's supplied network includes a quantified LG Energy Solution battery relationship plus structural links to electronics, glazing, electric-drive, and broader automotive suppliers.
LG Energy Solution’s Tesla Exposure: A Revenue Stress Test
Dependency asymmetry
How much other-customer growth would LG Energy Solution need to offset weaker Tesla-linked sales?
Calculate how Tesla-linked sales changes could affect LG Energy Solution revenue using the 19.03% Altsets customer share and explicit offset assumptions.
Nvidia Customer Concentration: Quanta vs. Samsung
Customer concentration
Do Nvidia's visible downstream customer relationships show material customer concentration?
Two quantified Nvidia customer relationships show 0.53% of Nvidia revenue tied to Quanta and 0.04% tied to Samsung, illustrating why famous customer names do not prove concentration.
Nvidia's $279 Billion in Supply Commitments Puts Memory Suppliers in Focus
Demand read-through
What do Nvidia's 279B USD of supply and capacity commitments imply for economically exposed memory suppliers such as SK Hynix and Micron?
Nvidia's supply and capacity commitments reached 279B USD and are primarily tied to memory and manufacturing capacity, creating a forward research signal for economically exposed suppliers without revealing supplier-level allocation.
Nvidia Names Micron, SK hynix, and Samsung for Rubin HBM4
Relationship change
What does Nvidia's transition to Vera Rubin and HBM4 change about the investment case for mapped memory suppliers SK Hynix and Micron?
Nvidia's Rubin architecture moves to HBM4 and publicly identifies Micron, SK Hynix, and Samsung in its memory ecosystem, creating a product-specific reason to revisit company-wide supplier exposure.
How a Micron Spending Cut Could Reach KLA Revenue
Customer materiality
What KLA revenue sensitivity follows from a change in Micron purchases of KLA products and services?
Translate KLA’s 4.59% Micron customer exposure into conditional revenue effects, while separating total Micron capex from KLA-specific purchases.