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Tokyo Electron SUPPLY CHAIN TRACE

EQUIPMENT🇯🇵 Japan · 8035 · TSE

Tokyo Electron is Japan's largest semiconductor equipment maker and the world's third-largest, supplying the etch, CVD, and deposition tools that run continuously in every advanced fab. Its equipment is embedded in virtually every TSMC, Samsung, and memory fab worldwide, giving it quiet but significant leverage across the supply chain. Export control coordination with the US has required TEL to restrict sales of its most advanced tools to Chinese customers since 2023.

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Rare Earths (CN)

Dominant refined rare-earth supplier (Nd, Dy for precision equipment magnets)

Chokepoint🇨🇳
RAW MATERIALSsupplies rare-earth magnets to

High-Purity Quartz (US)

Unique ultra-pure quartz deposits for fused-silica optics and quartz process chambers

Chokepoint🇺🇸
RAW MATERIALSsupplies quartz process tubes to

↓ all supply to Tokyo Electron ↓

Tokyo Electron

Leading maker of etch and deposition equipment

UPSTREAM — SUPPLIERS ↑ · DOWNSTREAM — CUSTOMERS ↓
~30% etch/deposition
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↓ Tokyo Electron supplies to ↓

TSMC

World's largest contract chip manufacturer

Chokepoint🇹🇼
FOUNDRIESsupplies etch/deposition tools to

Samsung Foundry

Second-largest advanced foundry, competing at 3nm

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FOUNDRIESsupplies etch/deposition tools to

SMIC

China's largest foundry; capped at 14nm without EUV access; Entity Listed 2020

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FOUNDRIESsupplies legacy etch/dep tools to

Intel Foundry

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

🇺🇸
FOUNDRIESsupplies etch/deposition tools to

Rapidus

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

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FOUNDRIESsupplies etch/deposition tools 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 etch/deposition tools 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 etch/deposition tools to

SK Hynix

Leading HBM3/HBM3E supplier for AI accelerators

Chokepoint🇰🇷
MEMORY (HBM)supplies coater/developer & etch tools to

Samsung Memory

World's largest DRAM and NAND supplier, ramping HBM3

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MEMORY (HBM)supplies coater/developer & etch tools to

Micron

Only US-based DRAM and HBM maker

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MEMORY (HBM)supplies coater/developer & etch tools to

YMTC

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

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MEMORY (HBM)supplies coater/developer & etch tools to

CXMT

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

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MEMORY (HBM)supplies coater/developer & etch tools to

DOWNSTREAM — CUSTOMERS

About this company

QWhat is Tokyo Electron's role in the AI chip supply chain?

Leading maker of etch and deposition equipment

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