The AI Stack Tracker

Assessing how the US stacks up against China across each layer of the modern AI value chain.

Last Updated: January 2026

Frontier AI Supply Chain

The AI supply chain is a complex web of interdependencies. Click on any layer to explore the competitive dynamics between the US and China.

SE
Semiconductor Equipment
M
Memory
P
Platform
CD
Curated Data
AI
AI Applications and Products
F
Fabrication
AP
Advanced Packaging
AA
AI Accelerators
AF
AI Factory
FM
Frontier Model
PI
Power Infrastructure
CM
Critical Minerals

State of the Stack

Overall competitive assessment across all layers of the AI supply chain.

9
Layers Led by US & Allies
2
Layers Led by China

The United States and its allies maintain a commanding lead across most layers of the AI supply chain, particularly in semiconductor manufacturing equipment, fabrication, and AI accelerator production. China holds advantages in critical mineral refinement and power infrastructure, foundational inputs that could become increasingly important as AI scaling continues.

Export controls have successfully limited China's access to cutting-edge chips, but the gap at the frontier model layer is narrowing. The race is not over.

Contributors & Reviewers

To Be Added

This tracker is maintained by an independent research team. If you'd like to contribute data, analysis, or feedback, please reach out.

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