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Germanium (CN) SUPPLY CHAIN TRACE

RAW MATERIALS🇨🇳 ChinaChokepoint

China produces roughly 60% of the world's refined germanium, a byproduct of zinc and coal smelting used in silicon-germanium (SiGe) transistors at advanced logic nodes, fiber-optic preforms, and infrared optics. Export licensing controls effective August 2023 give Beijing leverage over a material that is integral to TSMC's advanced-node process technology and Applied Materials' epitaxy CVD systems.

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Germanium (CN)

Dominant germanium producer for SiGe transistors and fiber-optic preforms

UPSTREAM — SUPPLIERS ↑ · DOWNSTREAM — CUSTOMERS ↓
Chokepoint~60% global germanium production
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↓ Germanium (CN) supplies to ↓

TSMC

World's largest contract chip manufacturer

Chokepoint🇹🇼
FOUNDRIESsupplies Ge for SiGe epitaxy to

Applied Materials

Largest semiconductor equipment maker by revenue

🇺🇸
EQUIPMENTsupplies Ge for CVD/epitaxy systems to

Samsung Foundry

Second-largest advanced foundry, competing at 3nm

🇰🇷
FOUNDRIESsupplies Ge for SiGe epitaxy to

Intel Foundry

US-based foundry ramping Intel 18A and 3nm nodes

🇺🇸
FOUNDRIESsupplies Ge for SiGe epitaxy to

DOWNSTREAM — CUSTOMERS

About this company

QWhat is Germanium (CN)'s role in the AI chip supply chain?

Dominant germanium producer for SiGe transistors and fiber-optic preforms

▲Export controls in force since Aug 2023

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