FATHOM · BY TETTARES

Fathom

Fathom the supply chain — every fact sourced.

← tettares.com

11companies analyzed

93source documents

253financial facts

11supply edges (7 confirmed)

24products

8component types

Beta. Relationships at pending_review; FX is ECB period-average (approximate). Snapshot 2026-06-25.

Amazon.com, Inc.

ai compute · US · 6 sources · 0 products

$716.9Blatest revenue

Financials — multi-year, confidence 1.0 (filings)

revenue

$280.5B '19

$386.1B '20

$469.8B '21

$514.0B '22

$574.8B '23

$638.0B '24

$716.9B '25

operating income

$14.5B '19

$22.9B '20

$24.9B '21

$12.2B '22

$36.9B '23

$68.6B '24

$80.0B '25

net income

$11.6B '19

$21.3B '20

$33.4B '21

$-2722M '22

$30.4B '23

$59.2B '24

$77.7B '25

Sources: Amazon.com, Inc. Form 10-K (accession 0001018724-22-000005) · Amazon.com, Inc. Form 10-K (accession 0001018724-23-000004) · Amazon.com, Inc. Form 10-K (accession 0001018724-24-000008) · Amazon.com, Inc. Form 10-K (accession 0001018724-25-000004) · Amazon.com, Inc. Form 10-K (accession 0001018724-26-000004)

Buys from ←

NVIDIA ai_gpu primary conf 0.8

Microsoft Corporation

ai compute · US · 6 sources · 1 products

$281.7Blatest revenue

Financials — multi-year, confidence 1.0 (filings)

revenue

$125.8B '19

$143.0B '20

$168.1B '21

$198.3B '22

$211.9B '23

$245.1B '24

$281.7B '25

operating income

$43.0B '19

$53.0B '20

$69.9B '21

$83.4B '22

$88.5B '23

$109.4B '24

$128.5B '25

net income

$39.2B '19

$44.3B '20

$61.3B '21

$72.7B '22

$72.4B '23

$88.1B '24

$101.8B '25

Sources: Microsoft Corporation Form 10-K (accession 0001564590-21-0… · Microsoft Corporation Form 10-K (accession 0001564590-22-0… · Microsoft Corporation Form 10-K (accession 0000950170-23-0… · Microsoft Corporation Form 10-K (accession 0000950170-24-0… · Microsoft Corporation Form 10-K (accession 0000950170-25-1…

Buys from ←

SK hynix hbm primary conf 0.8

NVIDIA ai_gpu primary conf 0.8

Products

Microsoft Azure

NVIDIA Corporation

ai compute · US · 8 sources · 1 products

$215.9Blatest revenue

Financials — multi-year, confidence 1.0 (filings)

revenue

$11.7B '19

$10.9B '20

$16.7B '21

$26.9B '22

$27.0B '23

$60.9B '24

$130.5B '25

$215.9B '26

operating income

$3.8B '19

$2.8B '20

$4.5B '21

$10.0B '22

$4.2B '23

$33.0B '24

$81.5B '25

$130.4B '26

net income

$4.1B '19

$2.8B '20

$4.3B '21

$9.8B '22

$4.4B '23

$29.8B '24

$72.9B '25

$120.1B '26

Sources: NVIDIA Corporation Form 10-K (accession 0001045810-21-0000… · NVIDIA Corporation Form 10-K (accession 0001045810-22-0000… · NVIDIA Corporation Form 10-K (accession 0001045810-23-0000… · NVIDIA Corporation Form 10-K (accession 0001045810-24-0000… · NVIDIA Corporation Form 10-K (accession 0001045810-25-0000… · NVIDIA Corporation Form 10-K (accession 0001045810-26-0000…

Supplies →

Amazon ai_gpu primary conf 0.8

Microsoft ai_gpu primary conf 0.8

Buys from ←

SK hynix hbm sole_source conf 0.8

TSMC foundry sole_source conf 0.9

Products

Data center GPUs / AI accelerators

Tesla, Inc.

physical ai · US · 10 sources · 1 products

$94.8Blatest revenue

Financials — multi-year, confidence 1.0 (filings)

revenue

$24.6B '19

$31.5B '20

$53.8B '21

$81.5B '22

$96.8B '23

$97.7B '24

$94.8B '25

operating income

$-69M '19

$2.0B '20

$6.5B '21

$13.7B '22

$8.9B '23

$7.1B '24

$4.4B '25

net income

$-862M '19

$721M '20

$5.5B '21

$12.6B '22

$15.0B '23

$7.1B '24

$3.8B '25

Sources: Tesla, Inc. Form 10-K (accession 0000950170-22-000796) · Tesla, Inc. Form 10-K (accession 0000950170-23-001409) · Tesla, Inc. Form 10-K (accession 0001628280-24-002390) · Tesla, Inc. Form 10-K (accession 0001628280-25-003063) · Tesla, Inc. Form 10-K (accession 0001628280-26-003952)

Buys from ←

Sanhua actuator_assembly primary conf 0.5

Tuopu Group rotary_actuator secondary conf 0.5

Harmonic Drive Systems harmonic_reducer secondary conf 0.5

Nidec actuator_motor secondary conf 0.5

Green Harmonic harmonic_reducer primary conf 0.8

Products

Tesla Optimus

SK hynix Inc.

ai compute · KR · 3 sources · 2 products

$68.3Blatest revenue

Financials — multi-year, confidence 1.0 (filings)

revenue

$23.1B '19

$27.0B '20

$37.5B '21

$34.5B '22

$25.1B '23

$48.5B '24

$68.3B '25

operating income

$2.3B '19

$4.3B '20

$10.8B '21

$5.3B '22

$-5915M '23

$17.2B '24

$33.2B '25

net income

$1.7B '19

$4.0B '20

$8.4B '21

$1.7B '22

$-6992M '23

$14.5B '24

$30.2B '25

Sources: SK hynix Inc. — Annual Business Report 사업보고서 FY2021 (DART … · SK hynix Inc. — Annual Business Report 사업보고서 FY2024 (DART … · SK hynix Inc. — Annual Business Report 사업보고서 FY2025 (DART …

Supplies →

Microsoft hbm primary conf 0.8

NVIDIA hbm sole_source conf 0.8

Products

HBM (High Bandwidth Memory)DRAM

Nidec Corporation

physical ai · JP · 7 sources · 1 products

$16.2Blatest revenue

Financials — multi-year, confidence 1.0 (filings)

revenue

$13.7B '19

$14.1B '20

$15.3B '21

$17.1B '22

$16.5B '23

$16.2B '24

operating income

$1.3B '19

$1.0B '20

$1.5B '21

$1.5B '22

$738M '23

$1.1B '24

net income

$999M '19

$553M '20

$1.1B '21

$1.2B '22

$332M '23

$865M '24

Sources: Nidec Corporation — Annual Securities Report 有価証券報告書 (FY e… · Nidec Corporation — Annual Securities Report 有価証券報告書 (FY e… · Nidec Corporation — Annual Securities Report 有価証券報告書 (FY e… · Nidec Corporation — Annual Securities Report 有価証券報告書 (FY e… · Nidec Corporation — Annual Securities Report 有価証券報告書 (FY e… · Nidec Corporation — Annual Securities Report 有価証券報告書 (FY e…

Supplies →

Tesla actuator_motor secondary conf 0.5

Products

Precision & servo motors

FANUC Corporation

physical ai · JP · 7 sources · 2 products

$5.2Blatest revenue

Financials — multi-year, confidence 1.0 (filings)

revenue

$5.7B '19

$4.7B '20

$5.2B '21

$6.5B '22

$6.3B '23

$5.5B '24

$5.2B '25

operating income

$1.5B '19

$813M '20

$1.1B '21

$1.6B '22

$1.4B '23

$981M '24

$1.0B '25

net income

$1.4B '19

$675M '20

$887M '21

$1.4B '22

$1.3B '23

$921M '24

$968M '25

Sources: FANUC Corporation — Annual Securities Report 有価証券報告書 (FY e… · FANUC Corporation — Annual Securities Report 有価証券報告書 (FY e… · FANUC Corporation — Annual Securities Report 有価証券報告書 (FY e… · FANUC Corporation — Annual Securities Report 有価証券報告書 (FY e… · FANUC Corporation — Annual Securities Report 有価証券報告書 (FY e… · FANUC Corporation — Annual Securities Report 有価証券報告書 (FY e… · FANUC Corporation — Annual Securities Report 有価証券報告書 (FY e…

Products

Industrial robotsCNC systems

Teradyne, Inc.

physical ai · US · 5 sources · 1 products

$3.2Blatest revenue

Financials — multi-year, confidence 1.0 (filings)

revenue

$2.3B '19

$3.1B '20

$3.7B '21

$3.2B '22

$2.7B '23

$2.8B '24

$3.2B '25

operating income

$554M '19

$928M '20

$1.2B '21

$832M '22

$501M '23

$594M '24

$650M '25

net income

$467M '19

$784M '20

$1.0B '21

$716M '22

$449M '23

$542M '24

$554M '25

Sources: Teradyne, Inc. Form 10-K (accession 0001193125-22-049828) · Teradyne, Inc. Form 10-K (accession 0001193125-23-044711) · Teradyne, Inc. Form 10-K (accession 0000950170-24-018701) · Teradyne, Inc. Form 10-K (accession 0000950170-25-023784) · Teradyne, Inc. Form 10-K (accession 0001193125-26-059002) · Teradyne, Inc. FY2025 Form 10-K

Products

Semiconductor test systems (ATE)

THK Co., Ltd.

physical ai · JP · 7 sources · 2 products

$2.3Blatest revenue

Financials — multi-year, confidence 1.0 (filings)

revenue

$3.2B '18

$2.5B '19

$2.1B '20

$2.9B '21

$3.0B '22

$2.5B '23

$2.3B '24

operating income

$451M '18

$168M '19

$-80M '20

$275M '21

$262M '22

$169M '23

$115M '24

net income

$320M '18

$107M '19

$-94M '20

$209M '21

$161M '22

$131M '23

$69M '24

Sources: THK Co., Ltd. — Annual Securities Report 有価証券報告書 (FY endin… · THK Co., Ltd. — Annual Securities Report 有価証券報告書 (FY endin… · THK Co., Ltd. — Annual Securities Report 有価証券報告書 (FY endin… · THK Co., Ltd. — Annual Securities Report 有価証券報告書 (FY endin… · THK Co., Ltd. — Annual Securities Report 有価証券報告書 (FY endin… · THK Co., Ltd. — Annual Securities Report 有価証券報告書 (FY endin… · THK Co., Ltd. — Annual Securities Report 有価証券報告書 (FY endin…

Products

LM Guide (linear motion guide)Ball screw

Sanyo Denki Co., Ltd.

physical ai · JP · 7 sources · 1 products

$642Mlatest revenue

Financials — multi-year, confidence 1.0 (filings)

revenue

$763M '19

$651M '20

$731M '21

$900M '22

$891M '23

$780M '24

$642M '25

operating income

$59M '19

$10M '20

$46M '21

$98M '22

$99M '23

$82M '24

$52M '25

net income

$45M '19

$4M '20

$37M '21

$80M '22

$84M '23

$72M '24

$37M '25

Sources: Sanyo Denki Co., Ltd. — Annual Securities Report 有価証券報告書 (… · Sanyo Denki Co., Ltd. — Annual Securities Report 有価証券報告書 (… · Sanyo Denki Co., Ltd. — Annual Securities Report 有価証券報告書 (… · Sanyo Denki Co., Ltd. — Annual Securities Report 有価証券報告書 (… · Sanyo Denki Co., Ltd. — Annual Securities Report 有価証券報告書 (… · Sanyo Denki Co., Ltd. — Annual Securities Report 有価証券報告書 (… · Sanyo Denki Co., Ltd. — Annual Securities Report 有価証券報告書 (…

Products

SANMOTION servo motors & amplifiers

Harmonic Drive Systems Inc.

physical ai · JP · 8 sources · 5 products

$365Mlatest revenue

Financials — multi-year, confidence 1.0 (filings)

revenue

$611M '19

$345M '20

$349M '21

$508M '22

$528M '23

$386M '24

$365M '25

operating income

$152M '19

$1M '20

$8M '21

$78M '22

$75M '23

$1M '24

$0M '25

net income

$105M '19

$-8M '20

$6M '21

$59M '22

$56M '23

$-171M '24

$23M '25

Sources: Harmonic Drive Systems Inc. — Annual Securities Report 有価証… · Harmonic Drive Systems Inc. — Annual Securities Report 有価証… · Harmonic Drive Systems Inc. — Annual Securities Report 有価証… · Harmonic Drive Systems Inc. — Annual Securities Report 有価証… · Harmonic Drive Systems Inc. — Annual Securities Report 有価証… · Harmonic Drive Systems Inc. — Annual Securities Report 有価証… · Harmonic Drive Systems Inc. — Annual Securities Report 有価証…

Supplies →

Tesla harmonic_reducer secondary conf 0.5

Products

HarmonicDrive precision speed reducerHarmonicPlanetary / AccuDrive planetary reducerRotary ActuatorLinear ActuatorAC servo motors & gear heads

Figure AI Inc.

physical ai · US · 0 sources · 2 products

—latest revenue

No filing-grade financials loaded yet · no sources yet (coverage gap).

Products

Figure 03Figure 02

Harmonic Drive Systems (Shanghai) Co., Ltd.

physical ai · CN · 0 sources · 0 products

—latest revenue

No filing-grade financials loaded yet · no sources yet (coverage gap).

Harmonic Drive L.L.C.

physical ai · US · 0 sources · 0 products

—latest revenue

No filing-grade financials loaded yet · no sources yet (coverage gap).

Universal Robots A/S

physical ai · DK · 1 sources · 1 products

—latest revenue

No filing-grade financials loaded yet.

Buys from ←

Harmonic Drive SE strain_wave_gear primary conf 0.8

Products

UR collaborative robot arms

Harmonic Drive SE

physical ai · DE · 1 sources · 0 products

—latest revenue

No filing-grade financials loaded yet.

Supplies →

Universal Robots strain_wave_gear primary conf 0.8

Mobile Industrial Robots A/S

physical ai · DK · 0 sources · 1 products

—latest revenue

No filing-grade financials loaded yet · no sources yet (coverage gap).

Products

MiR autonomous mobile robots

Harmonic Winbell Inc.

physical ai · JP · 0 sources · 0 products

—latest revenue

No filing-grade financials loaded yet · no sources yet (coverage gap).

Infineon Technologies AG

ai compute · DE · 0 sources · 1 products

—latest revenue

No filing-grade financials loaded yet · no sources yet (coverage gap).

Products

Power semiconductors

Shanghai STEP Electric Corporation

physical ai · CN · 0 sources · 2 products

—latest revenue

No filing-grade financials loaded yet · no sources yet (coverage gap).

Products

Servo drives & motorsIndustrial robots (multi-joint / SCARA)

ai compute

5companies

$1282.9Bcombined latest rev

5supply edges

4w/ financials

Amazon $716.9B
Microsoft $281.7B
NVIDIA $215.9B
SK hynix $68.3B
Infineon —

physical ai

15companies

$122.8Bcombined latest rev

6supply edges

7w/ financials

Tesla $94.8B
Nidec $16.2B
FANUC $5.2B
Teradyne $3.2B
THK $2.3B
Sanyo Denki $642M
Harmonic Drive Systems $365M
Figure AI —
Harmonic Drive Systems (Shanghai) Co., Ltd. —
Harmonic Drive L.L.C. —
Universal Robots —
Harmonic Drive SE —
MiR —
Harmonic Winbell Inc. —
Shanghai STEP —

24 products across the coverage set.

Product	Company	Type	Vertical
HarmonicDrive precision speed reducer	Harmonic Drive Systems Inc.	gear_reducer	physical ai
HarmonicPlanetary / AccuDrive planetary reducer	Harmonic Drive Systems Inc.	gear_reducer	physical ai
Rotary Actuator	Harmonic Drive Systems Inc.	servo_actuator	physical ai
Linear Actuator	Harmonic Drive Systems Inc.	servo_actuator	physical ai
AC servo motors & gear heads	Harmonic Drive Systems Inc.	servo_motor	physical ai
Semiconductor test systems (ATE)	Teradyne, Inc.	test_equipment	ai compute
UR collaborative robot arms	Universal Robots A/S	cobot	physical ai
MiR autonomous mobile robots	Mobile Industrial Robots A/S	amr	physical ai
Tesla Optimus	Tesla, Inc.	humanoid_robot	physical ai
LM Guide (linear motion guide)	THK Co., Ltd.	linear_motion	physical ai
Ball screw	THK Co., Ltd.	linear_motion	physical ai
Precision & servo motors	Nidec Corporation	servo_motor	physical ai
SANMOTION servo motors & amplifiers	Sanyo Denki Co., Ltd.	servo_motor	physical ai
Industrial robots	FANUC Corporation	industrial_robot	physical ai
CNC systems	FANUC Corporation	cnc	physical ai
HBM (High Bandwidth Memory)	SK hynix Inc.	memory	ai compute
DRAM	SK hynix Inc.	memory	ai compute
Power semiconductors	Infineon Technologies AG	semiconductor	ai compute
Servo drives & motors	Shanghai STEP Electric Corporation	servo_motor	physical ai
Industrial robots (multi-joint / SCARA)	Shanghai STEP Electric Corporation	industrial_robot	physical ai
Figure 03	Figure AI Inc.	humanoid_robot	physical ai
Figure 02	Figure AI Inc.	humanoid_robot	physical ai
Data center GPUs / AI accelerators	NVIDIA Corporation	gpu	ai compute
Microsoft Azure	Microsoft Corporation	cloud_platform	ai compute

Confirmed (≥0.7, in risk analytics) solid · reported/unconfirmed dashed.

Show reported (unconfirmed)

AI compute · foundry → memory → GPU → cloud

Physical AI · reducers · motors · gears → robots

SOLE-SOURCE RISK

Single points of failure

NVIDIA Corporation

sole-source dependent on

foundry
hbm

max dependency materiality 0.95 · moderate

Sole-source / concentration risk is computed from confirmed (≥0.7) edges weighted by materiality. As more confirmed edges load, more buyers will surface here.