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SUMCO · SUPPLY CHAIN TRACE

MATERIALS🇯🇵 JP · 3436 · TSEChokepoint

SUMCO Corporation is Japan's second-largest silicon wafer manufacturer and, alongside Shin-Etsu Chemical, forms a duopoly that controls roughly 55% of global 300mm wafer supply. Because virtually every advanced logic and memory chip requires a silicon wafer as its starting substrate, any disruption to SUMCO's output propagates immediately to TSMC, Samsung Foundry, SK Hynix, and every other downstream fab.

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SUMCO

#2 global silicon wafer supplier; duopoly with Shin-Etsu controls ~55% of world supply

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Chokepoint~25% silicon wafers
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