⬆ UPSTREAM — SUPPLIERS11
Tokyo Electron
Leading maker of etch and deposition equipment
Applied Materials
Largest semiconductor equipment maker by revenue
KLA
Dominant maker of wafer inspection and metrology tools
Lam Research
Leading supplier of etch and deposition equipment
Shin-Etsu Chemical
World's largest silicon wafer supplier
SUMCO
#2 global silicon wafer supplier; duopoly with Shin-Etsu controls ~55% of world supply
Entegris
Critical process materials supplier: CMP slurries, ultra-high-purity chemical delivery, and wafer carriers
SCREEN Holdings
Leading wafer cleaning and surface treatment equipment maker (~20% global market share)
Kokusai Electric
Critical supplier of batch ALD and CVD furnace systems essential for NAND and DRAM production
JSR Corporation
Major EUV and ArF immersion photoresist supplier; taken private by Japan Investment Corporation in 2023
ASML
Sole maker of EUV lithography machines
GlobalFoundries
US-headquartered mature-node foundry (14nm/22FDX) specializing in RF, defense, and automotive chips; key Western alternative to TSMC for non-advanced applications
⬇ DOWNSTREAM — CUSTOMERS3
Qualcomm
Leading mobile SoC and edge AI chip designer (Snapdragon X Elite, Cloud AI 100 inferencing)
Broadcom
Custom ASIC and networking chip designer for hyperscalers
Marvell
Custom AI ASIC and networking chip designer for hyperscalers; key supplier of Arm-based data center networking and storage controllers to AWS, Azure, and Google
UPSTREAM — SUPPLIERS
Tokyo Electron
Leading maker of etch and deposition equipment
Applied Materials
Largest semiconductor equipment maker by revenue
KLA
Dominant maker of wafer inspection and metrology tools
Lam Research
Leading supplier of etch and deposition equipment
Shin-Etsu Chemical
World's largest silicon wafer supplier
SUMCO
#2 global silicon wafer supplier; duopoly with Shin-Etsu controls ~55% of world supply
Entegris
Critical process materials supplier: CMP slurries, ultra-high-purity chemical delivery, and wafer carriers
SCREEN Holdings
Leading wafer cleaning and surface treatment equipment maker (~20% global market share)
Kokusai Electric
Critical supplier of batch ALD and CVD furnace systems essential for NAND and DRAM production
JSR Corporation
Major EUV and ArF immersion photoresist supplier; taken private by Japan Investment Corporation in 2023
ASML
Sole maker of EUV lithography machines
↓ all supply to GlobalFoundries ↓
GlobalFoundries
US-headquartered mature-node foundry (14nm/22FDX) specializing in RF, defense, and automotive chips; key Western alternative to TSMC for non-advanced applications
↓ GlobalFoundries supplies to ↓
Qualcomm
Leading mobile SoC and edge AI chip designer (Snapdragon X Elite, Cloud AI 100 inferencing)
Broadcom
Custom ASIC and networking chip designer for hyperscalers
Marvell
Custom AI ASIC and networking chip designer for hyperscalers; key supplier of Arm-based data center networking and storage controllers to AWS, Azure, and Google
DOWNSTREAM — CUSTOMERS
QWhat is GlobalFoundries's role in the AI chip supply chain?
US-headquartered mature-node foundry (14nm/22FDX) specializing in RF, defense, and automotive chips; key Western alternative to TSMC for non-advanced applications
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