Silicon Wafers
The polished single-crystal substrate every chip is built on
Layers as clusters, money as arcs, brand marks on the biggest stars
AI Intelligence Graph
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Follows the graph · 1 entity
Full file coming soon. Silicon Wafers'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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L5 Materials · Materials · chokepoint
Silicon Wafers
The polished single-crystal substrate every chip is built on
- Links
- 15
- Deals from filings
- 0
- Exposed if it fails
- 8
- 50 within 2 steps
- It depends on
- 5
- 5 within 2 steps
No company file yet: revenue, customers and other figures appear here once they are taken from its filings.
What it is
Silicon wafers are the ultra-pure monocrystalline substrates (300mm for leading-edge logic, plus emerging 450mm R&D) on which all transistors are fabricated. The market is a tight oligopoly dominated by Japan's Shin-Etsu and SUMCO, with Taiwan's GlobalWafers and Germany's Siltronic making up most of the rest. Demand for AI accelerators and HBM has tightened 300mm epi-wafer supply, and prime-grade capacity additions run 2-3 years behind, making wafers a structural bottleneck.
Key facts
from its map entry- Top suppliers
- Shin-Etsu, SUMCO, GlobalWafers, Siltronic, SK Siltron
- Market structure
- Top 5 control ~90% of 300mm supply
- Leading diameter
- 300mm (450mm still pre-production)
- 2025-26 status
- Epi/prime-grade tight on AI + HBM demand
Pick a link to move the graph there: · · · · · · ·
Connections15 links
Pulled 28 Oct 2026 · AI Systems Map links
Its suppliers
5Who depends on it
8Compare two: what Silicon Wafers 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
| Source | Feeds | Data dated | Pulled | Pulled again | Status |
|---|---|---|---|---|---|
| AI Systems Map links15 links; built July 2026, deals re-checked against filings 27 to 28 Oct 2026 | Connections | · | 28 Oct 2026 | when the map is reviewed | hand-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.