Explained
Who Makes AI Chips
Who makes AI chips is the map of roles along the stack — designers, foundries, packaging attach, and HBM. Roles only. No tip sheet.
Explained
Players
Who makes the part and who waits in line — roles only, no BUY lists.
What Players pages do
A Players Explained page maps roles for one part of the stack: who builds it, who buys it, and who waits. No leaderboard and no BUY or SELL calls.
URL shape: /explained/who-makes-<thing>/. Length target about 1,200–1,600 words.
Roles people search
- Who makes HBM memory
- Neocloud providers / companies (roles map — not a stock list)
- Who waits for CoWoS capacity
Pair with Mechanism for how the part works, and Markets for where the capacity sits.