Silicon
Critical node· Silicon · Critical anchor

300 mm wafers, Shin-Etsu & SUMCO

Tokyo, Japan35.68°N 139.76°E
computed criticality40/100
reading
Shin-Etsu + SUMCO > 50% of silicon wafers (est.)
2024
Fault line

The monocrystalline silicon discs on which everything is etched come, for more than half, from two Japanese companies. National concentration, seismic zone, the same risk geography as the resists.

Actors
Shin-Etsu Chemical (Tokyo)
SUMCO (Tokyo)
Depends on 2
High-purity quartz, Spruce PineSilicon · Critical anchorElectronic-grade polysiliconSilicon · Link
Feeds 2
TSMC, HsinchuSiliconTSMC Fab 21, PhoenixCompute
Shocks endured
Hurricane Helene shuts down Spruce PineSep 27, 2024
Sources