Cerebras CS-3 Supplier Ring

Cerebras · WSE-3 wafer-scale engine · 18 supplier rows

The Cerebras CS-3 is built from 18 component groups supplied by 2 named companies. Two of 18 components have some US production today and none has US production planned; 15 are not disclosed.

Supplier ring for Cerebras CS-3: 18 components arranged in a ring, each shaded by whether its best-known supplier makes it in the US, makes some in the US, plans US production, makes it abroad, or does not disclose where Accelerator CPU HBM Packaging PCB, substrate Tray ODM Rack build Scale-up switch Scale-up cable NIC Optics Power shelf Busbar Battery backup CDU Cold plates Quick disconnects Enclosure Cerebras CS-31 accelerators Made in US Some US volume US planned Made abroad Not disclosed
Supplier rows
18
Named suppliers
2
US now
2 of 18
US planned
0 of 18
Hub
Supply Chain

At a glance

Platform Summary

Built by Flex in Milpitas CA; 44 GB on-wafer SRAM and no HBM. See AI Inference.

Cerebras CS-3 at a glance
ItemValue
DesignerCerebras
AcceleratorWSE-3 wafer-scale engine
Host CPUNot disclosed
Accelerators per unit1 (System)
Scale-up fabricSwarmX
Scale-out fabricNot disclosed
CoolingLiquid
Power (kW)About 23 per system
StatusShipping, volume from 2024

Supplier ring

Who Makes Each Component

Supplier ring for Cerebras CS-3
ComponentSupplierRoleMade inUS statusEvidenceNotes
AcceleratorTSMCWSE-3; 5 nmSoleTaiwanMade abroadCommitted SourceS-1 names TSMC as the sole foundry; fab site not disclosed
CPUNot disclosedPrimaryNot disclosedClaimed Host x86 servers sit outside the CS-3; vendor not disclosed
HBMNot applicableOn-wafer SRAM; no HBMSoleNot disclosedCommitted SourceWSE-3 uses 44GB of on-chip SRAM and no HBM
Advanced packagingNot disclosedcontract manufacturersPrimaryNot disclosedCommitted SourceS-1 says contractors package and some sit outside the US
PCB and substrateNot disclosedPrimaryNot disclosedClaimed SourceSystems deploy in US sites such as the 10 MW Oklahoma City data center
Compute tray ODMFlexPrimaryUnited StatesFlex, Milpitas CAMade in USCommitted SourceDedicated CS-3 lines targeting about 7x capacity through 2026
Rack integrationFlexPrimaryUnited StatesFlex, Milpitas CAMade in USCommitted SourceFull-rack qualification plus burn-in and test in Milpitas
Scale-up switchNot disclosedPrimaryNot disclosedClaimed SwarmX fabric hardware vendor not disclosed
Scale-up cablingNot disclosedPrimaryNot disclosedClaimed
Scale-out NICNot disclosedPrimaryNot disclosedClaimed
Optical transceiversNot disclosedPrimaryNot disclosedClaimed SourceFlex validates optical networking in Milpitas; module vendor not disclosed
Power shelfNot disclosedPrimaryNot disclosedClaimed Flex does the high-power electrical integration in Milpitas
Rack busbar and power distributionNot disclosedPrimaryNot disclosedClaimed
Battery backup and capacitorsNot disclosedPrimaryNot disclosedClaimed
Coolant distribution unitNot disclosedPrimaryNot disclosedCommitted SourceS-1 says cooling units are bought from third parties
Cold plates and manifoldsNot disclosedPrimaryNot disclosedCommitted SourceFlex installs liquid cooling in Milpitas CA; where the parts are made is not disclosed
Quick disconnectsNot disclosedPrimaryNot disclosedClaimed
Rack enclosureNot disclosedPrimaryNot disclosedCommitted SourceFlex assembles racks in Milpitas CA; enclosure maker and country not disclosed

US share

What Is Made in the US

  • Compute tray ODM: Flex, Flex, Milpitas CA. Made in US.
  • Rack integration: Flex, Flex, Milpitas CA. Made in US.

Record

Dataset Record

Dataset
Supplier ring for Cerebras CS-3: 18 rows across 18 components
Sources
Company filings and press releases, SemiAnalysis, TrendForce, DigiTimes, KGI and Morgan Stanley via Taiwan press, Nvidia, AMD, Google, AWS, Microsoft, Cerebras; source link on each row
Last verified
October 2026