← 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.)
2024Fault 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 anchor↗Electronic-grade polysiliconSilicon · Link↗Feeds 2
TSMC, HsinchuSilicon↗TSMC Fab 21, PhoenixCompute↗Shocks endured
Hurricane Helene shuts down Spruce PineSep 27, 2024↗Sources
Private Markets News, 2026 ↗estimate