← The AI Systems Map
L5 · MaterialsMaterials⬦ ChokepointJapanTSE:3436

SUMCO Corporation

Japan's #2 silicon wafer specialist

SUMCO is the world's second-largest silicon wafer manufacturer, focused almost entirely on 300mm and 200mm prime and epitaxial wafers for advanced logic and memory. Alongside Shin-Etsu it anchors Japan's dominance of the wafer substrate market. Its long-term supply agreements with leading foundries and memory makers make its capacity expansions a leading indicator of industry wafer supply.

Rank in wafers

#2 globally

Focus

300mm prime + epitaxial wafers

Customers

TSMC, Samsung, SK Hynix, Micron, Intel

How it fits the stack

SUMCO Corporation with what it depends on (above) and what it feeds (below). The figure renders as a crawlable diagram and upgrades to an interactive 3D graph as it scrolls into view.

manufacturesSUMCO CorporationMaterialsSilicon Waferschokepoint
SUMCO CorporationFeeds ↓

SUMCO Corporation in the AI stack. SUMCO Corporation with its immediate upstream dependencies (top) and downstream dependents (bottom) in the AI value chain. Hover a node in 3D, or read the full relationships below.

Graph data (text) — 2 entities, 1 relationships
  • Silicon WafersmanufacturesSUMCO Corporation