Semiconductor Supply Chain Intelligence

Comprehensive interactive mapping of every supply chain connection, material, company, and risk factor in the global semiconductor ecosystem. From raw material extraction to end products.

38

Companies Tracked

17

Raw Materials

5

Product Categories

5

Risk Scenarios

25+

Countries Covered

3

Critical Materials

Critical Supply Concentrations

ASML EUV Lithography

Netherlands - Monopoly

100%CRITICAL

TSMC Advanced Nodes (<7nm)

Taiwan - Near-Monopoly

90%+CRITICAL

China Polysilicon

China - Dominance

93.5%CRITICAL

China Rare Earth Processing

China - Dominance

85%+CRITICAL

South Korea DRAM

South Korea - Duopoly

95%CRITICAL

SK Hynix HBM

South Korea - Leadership

62%HIGH

Japan Photoresists

Japan - Dominance

70%+HIGH

TSMC CoWoS Packaging

Taiwan - Near-Monopoly

80%+HIGH

China Gallium Supply

China - Near-Monopoly

98%CRITICAL

Japan Silicon Wafers

Japan - Dominance

55%HIGH

Product Supply Chains

Key Intelligence Highlights

ASML holds a 100% monopoly on EUV lithography. Every advanced chip requires their machines (~$200M each).

TSMC manufactures 90%+ of advanced chips. A Taiwan disruption would halt global electronics for 5-10 years.

SK Hynix supplies 62% of HBM and 90% of NVIDIA's HBM - the key bottleneck for AI GPU production.

China controls 93.5% of polysilicon, 98% of gallium, and 85% of rare earth processing. Export controls are escalating.