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Kokusai Electric SUPPLY CHAIN TRACE

EQUIPMENT🇯🇵 Japan · 6525 · TSEChokepoint

Kokusai Electric is a Japanese equipment maker that dominates the batch thermal ALD and CVD furnace market — the tools used to deposit ultra-thin dielectric and conductor films in NAND flash and DRAM production. Its furnaces are used by SK Hynix, Samsung Memory, and Chinese memory makers YMTC and CXMT, making it a quiet chokepoint in memory chip production.

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UPSTREAM — SUPPLIERS

Graphite (CN)

Dominant graphite producer for semiconductor crucibles, furnace components, and SiC substrates

Chokepoint🇨🇳
RAW MATERIALSsupplies graphite furnace components to

↓ all supply to Kokusai Electric ↓

Kokusai Electric

Critical supplier of batch ALD and CVD furnace systems essential for NAND and DRAM production

UPSTREAM — SUPPLIERS ↑ · DOWNSTREAM — CUSTOMERS ↓
Chokepoint~40% batch ALD/CVD furnaces (dominant for NAND/DRAM)
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↓ Kokusai Electric supplies to ↓

TSMC

World's largest contract chip manufacturer

Chokepoint🇹🇼
FOUNDRIESsupplies batch ALD/CVD furnaces to

Samsung Foundry

Second-largest advanced foundry, competing at 3nm

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FOUNDRIESsupplies batch ALD/CVD furnaces to

SK Hynix

Leading HBM3/HBM3E supplier for AI accelerators

Chokepoint🇰🇷
MEMORY (HBM)supplies batch ALD/CVD furnaces to

Samsung Memory

World's largest DRAM and NAND supplier, ramping HBM3

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MEMORY (HBM)supplies batch ALD/CVD furnaces to

YMTC

China's largest 3D NAND maker; Entity Listed Dec 2022, primarily serves domestic market

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MEMORY (HBM)supplies batch ALD/CVD furnaces to

CXMT

China's leading DRAM maker, targeting DDR4/DDR5 at mature nodes without EUV

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MEMORY (HBM)supplies batch ALD/CVD furnaces to

Rapidus

Japan's government-backed foundry targeting 2nm by 2027

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FOUNDRIESsupplies batch ALD/CVD furnaces to

Intel Foundry

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

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FOUNDRIESsupplies batch ALD/CVD furnaces to

Micron

Only US-based DRAM and HBM maker

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MEMORY (HBM)supplies batch ALD/CVD furnaces to

GlobalFoundries

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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FOUNDRIESsupplies batch ALD/CVD furnaces to

UMC

Taiwan-based mature-node foundry (28nm–40nm) with ~6% global revenue share; key supplier for analog, mixed-signal, and display driver chips

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FOUNDRIESsupplies batch ALD/CVD furnaces to

DOWNSTREAM — CUSTOMERS

About this company

QWhat is Kokusai Electric's role in the AI chip supply chain?

Critical supplier of batch ALD and CVD furnace systems essential for NAND and DRAM production

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