Lunar Atlas
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Ecosystem context segment

Hardware Stack

Chip designers, fabs, ASIC manufacturers, machine designers.

Segment dossier

How Hardware Stack actually works. Structural dynamics, key flows, where Lunar Rails fits.

No dossier written for Hardware Stack yet. This is the qualitative truth about how this segment actually works: structural dynamics, key flows, chokepoints, dominant business models, and where Lunar Rails fits. Curator-authored, evidence-backed.

Context layer

This segment supports ecosystem understanding. Keep it useful and lightweight: map the important entities, explain the relationships, and show how this terrain connects into Mining, Corporate Treasuries, Lightning, or Family Offices.

Tracked entities

14

Strategic 4+

0

Warm / active

0

Open gaps

42

Missing people

14

Missing LR fit

14

Missing sources

14

Stale / unverified

0

Priority queue

Highest-value entities to clean up first, ranked by strategic importance, relationship posture, and missing operating data.

12

Recent changes

Segment-level signal from curated events. This becomes the weekly “what changed?” feed.

No segment events yet. That is itself a curation gap.

Segment entities

The full current population for this segment, including child-lane memberships.

14

  1. Auradine· USA

    US-based ASIC startup backed by a16z. Teraflux series on TSMC 3nm. Strategic US-sovereign chip designer.

  2. BitdeerBTDR· Singapore

    Designs its own SEAL ASICs (TSMC 4nm), manufactures machines, and operates large mining farms plus third-party hosting. Nasdaq-listed; Singapore HQ; global facilities.

  3. Bitfury Group· Netherlands

    One of the largest private Bitcoin companies globally. Designs its own Clarke ASIC chip, deploys custom BlockBox mobile mining containers, and operates large-scale mining farms in Georgia and other jurisdictions. Also s…

  4. Bitmain· China

    Most vertically integrated force in Bitcoin mining: designs chips, assembles Antminers (market leader), operates AntPool (~20% of blocks), and self-mines at scale. Significant centralisation risk across 3 framework leve…

  5. CanaanCAN· China

    Second-largest ASIC manufacturer by volume; Nasdaq-listed. Avalon series; TSMC fab partner. Known for open chip architecture.

  6. EbangEBON· China

    Nasdaq-listed ASIC manufacturer; Ebit series. Samsung 6nm fab. Smaller market share vs Bitmain/MicroBT.

  7. Hut 8HUT· Canada

    Designed the 'Buzz Miner' using Intel Blockscale chips — one of few operators to design custom hardware. Major North American miner; large BTC treasury; merged with US Bitcoin Corp 2023.

  8. IceRiver· China

    Built its reputation as the dominant Kaspa (KAS) ASIC brand globally. Now expanding into Bitcoin SHA-256 hardware. Fastest-growing new ASIC brand outside Bitmain by global market reach.

  9. Innosilicon· China

    Chip design services company that also builds mining hardware. Older-generation machines still in market.

  10. MicroBT· China

    Maker of Whatsminer series; principal Bitmain rival. Samsung 3nm process. Significant enterprise fleet market share.

  11. Proto (Block)· USA

    Jack Dorsey's open-source Bitcoin mining hardware initiative. TSMC 3nm; plans to sell chips publicly — rare open-supply model.

  12. Samsung Foundries005930· South Korea

    Second key fab in Bitcoin mining supply chain. Partners: MicroBT, Innosilicon, Ebang. Expanding capacity in Texas.

  13. TSMCTSM· Taiwan

    World's largest contract chipmaker. Sole fab for Bitmain, Canaan, Auradine, Bitdeer chips. Critical supply-chain concentration point.

  14. VolcMiner· China

    China-based ASIC manufacturer producing high-performance miners. Known for Scrypt-algorithm machines (Dogecoin/Litecoin); expanding into SHA-256 Bitcoin hardware with competitive efficiency specs.

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