UMC · SUPPLY CHAIN TRACE

Tokyo Electron

Leading maker of etch and deposition equipment

Applied Materials

Largest semiconductor equipment maker by revenue

KLA

Dominant maker of wafer inspection and metrology tools

Lam Research

Leading supplier of etch and deposition equipment

Shin-Etsu Chemical

World's largest silicon wafer supplier

SUMCO

#2 global silicon wafer supplier; duopoly with Shin-Etsu controls ~55% of world supply

Entegris

Critical process materials supplier: CMP slurries, ultra-high-purity chemical delivery, and wafer carriers

SCREEN Holdings

Leading wafer cleaning and surface treatment equipment maker (~20% global market share)

Kokusai Electric

Critical supplier of batch ALD and CVD furnace systems essential for NAND and DRAM production

JSR Corporation

Major EUV and ArF immersion photoresist supplier; taken private by Japan Investment Corporation in 2023

Qualcomm

Leading mobile SoC and edge AI chip designer (Snapdragon X Elite, Cloud AI 100 inferencing)

Broadcom

Custom ASIC and networking chip designer for hyperscalers

Marvell

Custom AI ASIC and networking chip designer for hyperscalers; key supplier of Arm-based data center networking and storage controllers to AWS, Azure, and Google