03
Servers & Compute
The companies that assemble chips into servers, storage systems, and compute hardware — from OEMs and contract manufacturers to the PCBs, connectors, and edge compute platforms.
27companies
2chokepoints
5sub-roles
Chokepoints in this layer
2 positions here have no real alternative supplier. STX (hard disk drives) and WDC (data storage devices). A disruption at any one ripples through the entire chain downstream.
Server OEMs
4 companiesContract Manufacturers
8 companiesBHEBenchmark Electronics, Inc.Electronics contract manufacturing servicesCLSCelestica Inc.Electronics manufacturing servicesFLEXFlex Ltd.Electronics contract manufacturerJBLJabil Inc.Electronics manufacturing servicesPLXSPlexus Corp.Electronics contract manufacturingSANMSanmina CorporationElectronics manufacturing servicesSNXTD Synnex CorpIT distribution and servicesTSSITSS, Inc.Custom server integration services
Storage Systems
7 companiesNLSTNetlist, Inc.Memory module and storage solutionsNTAPNetApp, Inc.Data storage and management systemsPEverpure, Inc.Flash storage systemsPENGPenguin Solutions, Inc.AI infrastructure and storage solutionsSNDKSandisk CorporationFlash storage devicesSTXSeagate Technology Holdings plcCHOKEPOINTHard disk drivesWDCWestern Digital CorporationCHOKEPOINTData storage devices
Components & PCBs
5 companiesEmbedded & Edge Compute
3 companiesDeep teardownComing soon
Inside the servers & compute layer
A full physical decomposition of this layer of the buildout — what goes where, who makes it, and where the bottlenecks are. Links here when the teardown publishes under Learn.