Companies exposed to Silicon wafer supply
The AI stocks the model maps to Silicon wafer supply — part of the chips layer, ranked by how strongly each name is exposed.
16 companies · ranked by exposure
The polished silicon discs every chip is printed on.
Full explainer: what Silicon wafer supply is & who makes it →Zero wafers means zero chips; concentration and slow capacity addition make this a structural ceiling. When Silicon wafer supply tightens, the companies below are the ones in its path — which is why the model tracks their exposure to it.
The companies, ranked by exposure to Silicon wafer supply
- 1
Shin-Etsu Chemical Co., Ltd.4063.TProducer88 - 26488.TWOGlobalWafers6488.TWOProducer85
- 33436.TSUMCO Corporation3436.TProducer84
- 4
SiltronicWAF.DEProducer80 - 5SSSK Siltron Co., Ltd.Producer75
- 6688126.SSNational Silicon Industry Group Co., Ltd.688126.SSProducer70
- 7002129.SZTCL Zhonghuan Renewable Energy Technology002129.SZProducer70
- 8QCThe Quartz CorpSupplier70
- 95384.TFujimi Incorporated5384.TSupplier65
- 10300316.SZZhejiang Jingsheng Mechanical & Electrical300316.SZSupplier40
- 11
Hangzhou Lion Electronics (Li-ang Micro)605358.SSProducer35 - 12
SCR-Sibelco NVSupplier35 - 13
Tokuyama Corporation4043.TSupplier35 - 14603688.SSJiangsu Pacific Quartz603688.SSSupplier30
- 15
Wacker Chemie AGWCH.DESupplier30 - 16
Hubei Feilihua Quartz Glass300395.SZSupplier25
Frequently asked
What are the top Silicon wafer supply stocks?
By modeled exposure to Silicon wafer supply: Shin-Etsu Chemical Co., Ltd., GlobalWafers, SUMCO Corporation, Siltronic, SK Siltron Co., Ltd., National Silicon Industry Group Co., Ltd.. The full ranked list of 16 names is below.
Which companies make Silicon wafer supply?
The names the model tags as producers or suppliers of Silicon wafer supply: Shin-Etsu Chemical Co., Ltd., GlobalWafers, SUMCO Corporation, Siltronic, SK Siltron Co., Ltd., National Silicon Industry Group Co., Ltd..
What is Silicon wafer supply?
The polished silicon discs every chip is printed on.
What happens if Silicon wafer supply runs short?
Earthquake or plant outage in Japan tightens global wafer supply within a quarter; new fabs sit under-supplied.
Exposure scores are illustrative, order-of-magnitude reads from our model of the AI value chain — not investment advice.