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Here’s a roadmap showing how top semiconductor companies are driving production in the new digital economy

1. $Arm Holdings(ARM.US)$ provides the blueprint for processors.

2. $Taiwan Semiconductor(TSM.US)$ manufactures the chips using equipment from $ASML Holding(ASML.US)$ & $Lam Research(LRCX.US)$ .

4. $Micron Technology(MU.US)$ will then provide the memory tech for data storage.

5. $Super Micro Computer(SMCI.US)$ & $Dell Technologies(DELL.US)$ integrate all these components into their servers.

6. All this is then supported by $Arista Networks(ANET.US)$ & $Marvell Technology(MRVL.US)$ network tech
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