Compute Atlas Loading dataset…
BETA · August 2026 Read the framework →
Atlas map
Capacity pipeline
Supply chain
By country
Capital announcement ≠ usable capacity
Layer
All layers Logic HBM / Memory Packaging Equipment Lithography Data Centers Power / Grid
Status
All status Operational Ramp / Qual Construction
Year view
2026
Shows usable capacity
not just announced
Constraint monitor
EUVBinding→
CoWoSBinding↓
HBMTight↓
FoundryTight→
EquipmentNon-binding→
EDANon-binding→
TransformersTight↑
GridTight↑
Capacity pipeline — announcement to usable production
Each bar shows a distinct phase. Assets appear as usable only when qualified volume production begins — not at announcement or construction start.
Methodology: Bar start = earliest documented phase milestone. Bar end = expected usable production. Announcement → construction → equipment → qualification → yield ramp → volume production. Red diamond marks expected constraint relief. Confidence level per asset.
Announced
Construction
Equipment / Qual
Volume production
Constraint relief
Supply chain structure
Select a product or focus area to see its dependency chain. Click any asset card to view full details on the map.
Industrial geography by country
What each major economy controls in the AI compute stack — and what it depends on from others. Red arrows show exposure to foreign chokepoints.
Layer (color)
Logic
Memory
Packaging
Equipment
Lithography
Data Centers
Power
Status (fill)
Operational
Ramp
Construction