Skip to content
Substrata
Join

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 77 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
Photoresist formulationCompute · Within two years12/120 netShin-Etsu ChemicalMakes it4063 JPSHECF USSourced
Tokyo Ohka KogyoMakes it4186 JPTKCYY USSourced
300 mm prime silicon wafersMaterials & tools · Within two years11/120 netGlobalWafersConvert6488 TTSourced
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
Grain-oriented electrical steel (GOES)Energy · Binding now11/120 netCleveland-CliffsConvertCLF USSourced
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 tighteningLynas 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
Impala PlatinumMine / extractIMP SJSourced
Johnson MattheyRefineJMAT LNSourced
NornickelMine / extractGMKN RUSourced
Sibanye-StillwaterMine / extractSSW SJSBSW USSourced
UmicoreRefineUMI BBSourced
High-purity tin, EUV droplet gradeMaterials & tools · Beyond two years10/120 net5N PlusConvertVNP CNSourced
AurubisRecycleNDA GRSourced
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
Neon, excimer laser gradeMaterials & tools · Within two years10/120 netAir LiquideRefineAI FPAIQUF USSourced
LindeRefineLIN USSourced
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
FujikuraConvert5803 JPFKURF USSourced
Electronic-grade polysiliconMaterials & tools · Beyond two years10/12-1 looseningMitsubishi 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
WolfspeedConvertWOLF USSourced
Gallium, refinedMaterials & tools · Binding now8/120 net5N PlusConvertVNP CNSourced
ChalcoRefine601600 CHALMMF USSourced
Rio TintoRefineRIO LNRIO USSourced
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
SyensqoRefineSYENS BBSYNSY USSourced
CVD synthetic diamond heat spreaderMaterials & tools · Beyond two years5/120 netCoherentConvertCOHR USSourced
Element SixConvertAAL LNvia Anglo AmericanSourced
Sumitomo ElectricConvert5802 JPSMTOY USSourced