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Who holds each bottleneck, and where it trades.

How this is computedOne row per (bottleneck, holder) after the screen’s filters; the bottleneck count is the distinct bottlenecks among those rows.Method →Code → bottlenecks · How this is computedOne row per (bottleneck, holder) after the screen’s filters; the bottleneck count is the distinct bottlenecks among those rows.Method →Code → holder rows · How this is computedOrganisations recorded on a bottleneck (maker, capacity holder or part supplier) whose shares, or a parent’s, trade on an exchange found in the SEC ticker file or OpenFIGI.Method →Code → with a listing (their own or a parent’s) · listings checked 2026-09-24

Public information only. No position, share of supply or revenue exposure is implied: the corpus records who holds a bottleneck, not how much of a company’s value rests on it.

Download these 113 rows as CSV · How listings are found · X-ray your own holdings · What if a holder fails

BottleneckBindingPressure · 90dHolderRoleListingEvidence
EUV lithography scannersCompute · Binding now12/120 netASMLMakes itonly recorded makerASML NAASML USSourced
Carl Zeiss SMTSupplies a critical partPrivateSourced
TrumpfSupplies a critical partPrivateSourced
EUV projection opticsCompute · Binding now12/120 netCarl Zeiss SMTMakes itonly recorded makerPrivateSourced
Photoresist formulationCompute · Within two years12/120 netJSRMakes itNo listing foundSourced
Shin-Etsu ChemicalMakes it4063 JPSHECF USSourced
Tokyo Ohka KogyoMakes it4186 JPTKCYY USSourced
300 mm prime silicon wafersMaterials & tools · Within two years11/120 netGlobalWafersConvert6488 TTSourced
Shin-Etsu HandotaiConvertNo listing foundSourced
SiltronicConvertWAF GRSourced
SK SiltronConvert034730 KSvia SK Inc.Sourced
SUMCOConvert3436 JPSourced
Advanced packaging capacityCompute · Binding now11/120 netTSMC Advanced PackagingRuns the capacityonly recorded maker2330 TTTSM USvia TSMCSourced
Crucible-grade high-purity quartz sandMaterials & tools · Binding now11/120 netFerrotecConvert6890 JPSourced
Jiangsu Pacific QuartzRefine603688 CHSourced
Momentive TechnologiesConvertNo listing foundSourced
Russian QuartzMine / extractNo listing foundSourced
Shin-Etsu QuartzConvertNo listing foundUnverified lead
SibelcoMine / extractNo listing foundSourced
The Quartz CorpMine / extractNo listing foundSourced
Grain-oriented electrical steel (GOES)Energy · Binding now11/120 netBaosteelConvertNo listing foundSourced
Cleveland-CliffsConvertCLF USSourced
JFE SteelConvertNo listing foundSourced
Nippon SteelConvert5401 JPSourced
POSCOConvert005490 KSPKX USSourced
StalproduktConvertSTP PWSourced
ThyssenKrupp Electrical SteelConvertTKA GRvia thyssenkruppSourced
High-voltage cable and switchgearEnergy · Binding now11/120 netNKTMakes itNKT DCSourced
PrysmianMakes itPRY IMSourced
Large power transformer slotsEnergy · Binding now11/120 netHitachi EnergyMakes it6501 JPHTHIY USvia HitachiSourced
Mitsubishi ElectricMakes it6503 JPSourced
Leading-edge foundry capacityCompute · Binding now11/12-1 looseningIntel FoundryRuns the capacityINTC USvia IntelSourced
Samsung FoundryRuns the capacity005930 KSvia Samsung ElectronicsSourced
TSMCRuns the capacity2330 TTTSM USSourced
Didymium (Nd-Pr) metal, magnet feedActuation · Binding now10/12+1 tighteningChina Northern Rare EarthRefine600111 CHSourced
Lynas Rare EarthsRefineLYC AUUnverified lead
MP MaterialsMine / extractMP USUnverified lead
Neo Performance MaterialsConvertNEO CNUnverified lead
Shenghe ResourcesRefine600392 CHSourced
SolvayRefineSOLB FPUnverified lead
Dysprosium metalActuation · Binding now10/12+1 tighteningChina Rare Earth GroupRefineNo listing foundUnverified lead
Less Common MetalsConvertNo listing foundUnverified lead
Lynas Rare EarthsRefineLYC AUUnverified lead
Neo Performance MaterialsConvertNEO CNUnverified lead
Shenghe ResourcesRefine600392 CHUnverified lead
Ruthenium, sputtering and ALD gradeMaterials & tools · Within two years10/12+1 tighteningFuruya MetalConvert7826 JPSourced
HeraeusRefinePrivateSourced
Impala PlatinumMine / extractIMP SJSourced
Johnson MattheyRefineJMAT LNSourced
NornickelMine / extractGMKN RUSourced
Sibanye-StillwaterMine / extractSSW SJSBSW USSourced
Tanaka KikinzokuConvertNo listing foundSourced
UmicoreRefineUMI BBSourced
High-purity tin, EUV droplet gradeMaterials & tools · Beyond two years10/120 net5N PlusConvertVNP CNSourced
AurubisRecycleNDA GRSourced
Indium CorporationConvertNo listing foundSourced
Malaysia Smelting CorporationRefineNo listing foundSourced
MinsurRefineMINSURI1 PESourced
PT TimahRefineTINS IJSourced
Yunnan TinRefine000960 CHSourced
Liquid helium (He-4)Energy · Within two years10/120 netAir LiquideRefineAI FPAIQUF USSourced
Air ProductsRefineAPD USUnverified lead
ExxonMobilMine / extractXOM USSourced
GazpromMine / extractGAZP RUSourced
LindeRefineLIN USSourced
QatarEnergyMine / extractNo listing foundSourced
Neon, excimer laser gradeMaterials & tools · Within two years10/120 netAir LiquideRefineAI FPAIQUF USSourced
Baosteel GasesRefineNo listing foundUnverified lead
Cryoin EngineeringRefineNo listing foundSourced
IceblickRefineNo listing foundSourced
LindeRefineLIN USSourced
MesserRefinePrivateSourced
Precision reduction drivesActuation · Within two years10/120 netHarmonic Drive SystemsMakes it6324 JPSourced
NabtescoMakes it6268 JPSourced
REBCO superconducting tape, 12 mmEnergy · Within two years10/120 netAMSCConvertAMSC USSourced
Faraday Factory JapanConvertNo listing foundSourced
FujikuraConvert5803 JPFKURF USSourced
MetOxConvertNo listing foundUnverified lead
Shanghai SuperconductorConvertNo listing foundSourced
SuperPowerConvertNo listing foundSourced
THEVAConvertNo listing foundSourced
Electronic-grade polysiliconMaterials & tools · Beyond two years10/12-1 looseningHemlock SemiconductorRefineNo listing foundSourced
Mitsubishi MaterialsRefine5711 JPMIMTF USSourced
OCIRefine456040 KSSourced
TokuyamaRefine4043 JPSourced
Wacker ChemieRefineWCH GRSourced
Heavy-duty gas turbine order booksEnergy · Binding now10/12-1 looseningGE VernovaMakes itGEV USSourced
Siemens EnergyMakes itENR GRSMERY USSourced
High-bandwidth memory stacking yieldCompute · Binding now10/12-1 looseningMicronMakes itMU USSourced
Samsung MemoryMakes it005930 KSvia Samsung ElectronicsSourced
SK hynixMakes it000660 KSSKHY USSourced
Silicon carbide substrate, 200 mm semi-insulatingMaterials & tools · Beyond two years8/12+1 tighteningCoherentConvertCOHR USSourced
ResonacConvert4004 JPSourced
SICCConvert688234 CHSICCY USSourced
SK Siltron CSSConvert034730 KSvia SK Inc.Sourced
TankeBlueConvertNo listing foundSourced
WolfspeedConvertWOLF USSourced
Gallium, refinedMaterials & tools · Binding now8/120 net5N PlusConvertVNP CNSourced
ChalcoRefine601600 CHALMMF USSourced
East Hope GroupRefineNo listing foundSourced
NyrstarRefineNo listing foundUnverified lead
Rio TintoRefineRIO LNRIO USSourced
Zhuhai FangyuanRefineNo listing foundSourced
Robot-grade encoders and force sensorsActuation · Beyond two years8/120 netRenishawMakes itonly recorded makerRSW LNSourced
Two-phase dielectric immersion coolantEnergy · Within two years6/120 netAGCRefine5201 JPSourced
ChemoursRefineCC USSourced
Engineered FluidsConvertNo listing foundSourced
SyensqoRefineSYENS BBSYNSY USSourced
CVD synthetic diamond heat spreaderMaterials & tools · Beyond two years5/120 netApplied DiamondConvertNo listing foundSourced
CoherentConvertCOHR USSourced
Diamond MaterialsConvertNo listing foundSourced
Element SixConvertAAL LNvia Anglo AmericanSourced
Sumitomo ElectricConvert5802 JPSMTOY USSourced