L5 · MaterialsMaterials⬦ Chokepoint

Photoresist

Light-sensitive polymer that patterns every chip layer

Map

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AI Intelligence Graph

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Full file coming soon. Photoresist's links, deals and figures below are what the graph holds today.Not collected yet: 360, Money, Investors, Market share, People and hiring, Legal, News and events, Earnings calls. Anthropic is the first complete company file (people, investors, legal, hiring, birth to now); other companies follow one at a time. Open Anthropic's file

Overview

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Forecast record

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L5 Materials · Materials · chokepoint

Photoresist

Light-sensitive polymer that patterns every chip layer

RSS
Links
6
Deals from filings
0
Exposed if it fails
2
36 within 2 steps
It depends on
3
3 within 2 steps

No company file yet: revenue, customers and other figures appear here once they are taken from its filings.

What it is

Photoresists are light-sensitive polymer chemistries coated on wafers so that lithography can transfer circuit patterns; EUV-grade resists are among the most technically demanding materials in chipmaking. Supply is concentrated among Japanese firms — JSR, Tokyo Ohka Kogyo (TOK), Shin-Etsu, Sumitomo Chemical and Fujifilm — which together hold the vast majority of the leading-edge market. EUV resist for high-NA and advanced nodes is a genuine chokepoint tightly coupled to ASML's EUV tools.

Key facts

from its map entry
Top makers
JSR, Tokyo Ohka (TOK), Shin-Etsu, Sumitomo, Fujifilm
Concentration
Japan holds ~80-90% of leading-edge resist
Critical grade
EUV photoresist
Coupled to
ASML EUV lithography

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Connections6 links

Pulled 28 Oct 2026 · AI Systems Map links

Its suppliers

3

Who depends on it

2

Compare two: what Photoresist shares with another entity

Pick a second entity to see their direct links, the suppliers, backers, rivals and regulators they share, and the deals with the same parties. The graph lights the same set.

Data sources1 source

SourceFeedsData datedPulledPulled againStatus
AI Systems Map links6 links; built July 2026, deals re-checked against filings 27 to 28 Oct 2026Connections·28 Oct 2026when the map is reviewedhand-built; deals checked against filings

Times are New York time. Free sources are pulled on the schedule shown by the pipeline runner (data/corpus/run_pipelines.py), which logs every run; paid sources run only with the owner's yes; filings and newsroom pages are re-read when a new document is filed.

Links come from the AI Systems Map ontology. Deals carry the filing's own wording and a quote, checked against the document; latest source 2026-10-26. Not investment advice.