Company files
Who owns the bottleneck, and who finances it?
Only NVIDIA, AMD, and Qualcomm have normalized structured snapshots in this edition. Every other page shows its evidence limits rather than manufacturing a score.
NVIDIA
The clearest disclosed example of a fabless balance sheet carrying large manufacturing commitments alongside comparatively modest owned PP&E.
12 governed claims →Normalized snapshotAMD
A smaller balance-sheet case for studying unconditional commitments, ecosystem investment, and regulation-sensitive inventory risk.
4 governed claims →Normalized snapshotQualcomm
A mature-node and supplier-advance case showing that capacity commitments are not limited to leading-edge AI accelerators.
3 governed claims →Research noteApple
An anchor-customer case for testing how durable demand can help finance supplier expansion without transferring ownership of the asset.
2 governed claims →Research noteBroadcom
A hybrid case where specialty manufacturing ownership and customer-backed expansion complicate a simple fabless label.
3 governed claims →Research noteTSMC
The ownership-side benchmark: competitive capacity, utilization, and process leadership determine whether physical assets create leverage.
3 governed claims →Research noteTexas Instruments
A long-duration ownership case for mature and foundational capacity, with execution and utilization as the governing questions.
2 governed claims →Research noteIntel
The essential counterexample: ownership without competitive process performance and utilization can destroy value.
2 governed claims →Coverage gapMicron
A planned memory-owner profile. The supplied ledger includes a relevant source, but the canonical claim registry does not yet include a publishable Micron claim.
0 governed claims →Research noteSK hynix
A memory-scarcity research note centered on a time-sensitive executive forecast rather than an established future fact.
1 governed claim →Coverage gapSamsung
A planned manufacturing-owner profile. Relevant reporting exists in the supplied ledger, but no canonical Samsung claim is yet registered.
0 governed claims →Research noteGlobalFoundries
A dedicated-capacity case showing that an anchor customer can obtain durable allocation without owning the manufacturing asset.
2 governed claims →Research noteMeta
A systems-scale case for how custom silicon brings a cloud company deeper into semiconductor and infrastructure commitments.
1 governed claim →Capacity Control Scorecard
Score a scenario. Do not mistake it for a published rating.
The research pack defines ten factors but supplies no company scores. This transparent worksheet lets a reader test the framework; its output is local to this page, is not saved, and is not a Real Men Have Fabs company rating.