SUMCO

3436.TTSEVerified

¥1,546-0.64%

Materials & Substrates

Japan

Japanese manufacturer of silicon wafers supplied to semiconductor producers worldwide.

Tokyo, Japan

Founded 1999

Website

30-Day Price History

Suppliers

(0)

No supplier relationships mapped yet.

Customers

(5)

TSMC

Silicon wafers

NVIDIA

Upstream Wafer Supplier

AMD

Upstream Silicon Wafer Supplier

Related Bottlenecks

300mm Silicon Wafers

The 300mm wafer market has largely stabilized following 2023-2024 inventory adjustments. Supply remains concentrated among five major players, led by Shin-Etsu and SUMCO. While structural capacity for high-end epitaxial wafers used in AI and advanced logic remains tight, general availability has improved. Long-term agreements (LTAs) ensure stability, though the industry remains sensitive to long lead times (2-3 years) for future greenfield capacity expansions. Severity: 2/5.

Source

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