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Material · Semiconductor Feedstock · JP TW DE KR

300 mm prime silicon wafers

The polished silicon discs most chips are built on, made by a handful of companies.

Searching is free and needs no AI. Summaries use your own AI model.

Severity
How this is computedSum of four judged scores, each 0–3: concentration + substitution + lead time + inelasticity.Method →Code →
How hard it binds, 0 to 12
When it bites
Within 2 years
judged 2026-09-15
Evidence
Verified
5 maker rows

AI & computeAdvanced manufacturingSemiconductorsWork on it: roles and trainingReport an error on GitHub

01Key numbers

dated, each linked to its source

Every series on every bottleneck — filter, compare and download.

02Why it holds things up

This record tracks five producers of prime 300 mm wafers. Product-page sources support the production claims, not an exhaustive global supplier list or capacity shares. Qualification history is a potential supply constraint requiring separate evidence.

Grade that ships · Prime polished 300 mm, p-type or n-type, epi to specification.

Part of the process · Materials & tools, which takes years, per qualification to loosen once somebody decides to.

03Severity

judged 2026-09-15 · a judgement, not a measurement

How this is computedSum of four judged scores, each 0–3: concentration + substitution + lead time + inelasticity.Method →Code → / 12

How few suppliers qualify
Estimate, not a measurementThe corpus tracks five producers of prime 300 mm wafers. Their product pages establish production, not global coverage, market share or customer contracts. Qualification constraints and demand from new fabs remain analyst hypotheses to investigate.By Substrata, open to challenge · 2026-09-15 / 3
How hard to replace
Estimate, not a measurementThe corpus tracks five producers of prime 300 mm wafers. Their product pages establish production, not global coverage, market share or customer contracts. Qualification constraints and demand from new fabs remain analyst hypotheses to investigate.By Substrata, open to challenge · 2026-09-15 / 3
Decision to new capacity
Estimate, not a measurementThe corpus tracks five producers of prime 300 mm wafers. Their product pages establish production, not global coverage, market share or customer contracts. Qualification constraints and demand from new fabs remain analyst hypotheses to investigate.By Substrata, open to challenge · 2026-09-15 / 3
Can the buyer walk away
Estimate, not a measurementThe corpus tracks five producers of prime 300 mm wafers. Their product pages establish production, not global coverage, market share or customer contracts. Qualification constraints and demand from new fabs remain analyst hypotheses to investigate.By Substrata, open to challenge · 2026-09-15 / 3

The corpus tracks five producers of prime 300 mm wafers. Their product pages establish production, not global coverage, market share or customer contracts. Qualification constraints and demand from new fabs remain analyst hypotheses to investigate.

04Who makes it

5 verified of 5 rows
OrganisationStepEvidence
Shin-Etsu HandotaiNo listing foundConvertVerified source ↗
SUMCO3436 JPConvertVerified source ↗
GlobalWafers6488 TTConvertVerified source ↗
SiltronicWAF GRConvertVerified source ↗
SK Siltron034730 KSvia SK Inc.ConvertVerified source ↗

05What it rests on, and what rests on it

each row quotes the page it rests on

Depends on

Depended on by

A recorded dependency is a sentence, not a share, a volume or a contract. Walk it on a portfolio →

06Rules that govern it

No rule has been researched for this one yet.

Policy coverage is being built jurisdiction by jurisdiction.

07What would remove it

No candidate relief has been written up for this one yet.

08Science pipeline

51 papers, preprints and grants collected, unreviewed
  1. Research31 (Computed: Items per stage = papers, preprints and grants collected for the bottleneck whose relevance score is 2 or more, placed on a stage by the rule in lib/science.ts; judgements are counted separately.)+1 (Computed: Items first collected in the last 7 days whose publication or award date is within the last 30 days.) new
  2. Lab20 (Computed: Items per stage = papers, preprints and grants collected for the bottleneck whose relevance score is 2 or more, placed on a stage by the rule in lib/science.ts; judgements are counted separately.)
  3. Pilot0 (Computed: Items per stage = papers, preprints and grants collected for the bottleneck whose relevance score is 2 or more, placed on a stage by the rule in lib/science.ts; judgements are counted separately.)
  4. Early0 (Computed: Items per stage = papers, preprints and grants collected for the bottleneck whose relevance score is 2 or more, placed on a stage by the rule in lib/science.ts; judgements are counted separately.)
  5. Scale0 (Computed: Items per stage = papers, preprints and grants collected for the bottleneck whose relevance score is 2 or more, placed on a stage by the rule in lib/science.ts; judgements are counted separately.)

judged, with a citation claimed, no citationNumber: papers, preprints and grants the feeds collected — unreviewed

The full pipeline, by stage →

09Who could fund relief

  • Japan Bank for International CooperationExport credit

    Japan’s policy-based financial institution: lending, investment and guarantees that sit beside private banks rather than instead of them.

    Export credit will not fund · A project with no domestic content. The money follows the exporter, not the need, which is why it can build a plant on one continent and never on another.

A mandate covering the kind of asset that would relieve this row. Not a claim that anyone has funded one, and not advice.

10What has happened

1 dated
  1. 2026-07-31
    NeutralCapacity

    Silicon wafer shipments reached 3,573 million square inches in the second quarter, up 7.4% on the year.

    eenewseurope.com ↗secondary source

    The sentence that says so

    “According to the SEMI Silicon Manufacturers Group (SMG), worldwide silicon wafer shipments reached 3,573 million square inches (MSI) in the second quarter of 2026.”

All events →

11What this holds up

2 loops
  • Siliconone turn: Months

    Worst judgement on this loop: How this is computedThe highest severity score among the bottlenecks recorded as gates on the loop.Method →Code →, judged 2026-09-15

  • Materials qualificationone turn: Years

    Worst judgement on this loop: How this is computedThe highest severity score among the bottlenecks recorded as gates on the loop.Method →Code →, judged 2026-09-15

A loop is one design, build and measure turn. Severity is a dated judgement on a 0–12 scale, not a measurement, and the judgements are not added together — the figure shown is the worst single one.

Discussion

Comments use threadkit (permission is participation). Sign in with OrangeCat to write. Fact-check is the same assistant as Ask, grounded in the corpus.

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