Conversion · United States of America
AMSC
AMSC US Work there, own it, buy from it ↓
Convert — holds How this is computedCount of bottlenecks on which this organisation is recorded as a producer, a holder of the capacity, or a supplier of a critical part.Method →Code → of the How this is computedCount of rows in the bottleneck corpus: every material plus every non-material chokepoint.Method →Code → bottlenecks tracked here.
Role cited from ir.amsc.com ↗. Report an error
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01Chokepoints it holds
- REBCO superconducting tape, 12 mmEstimate by Substrata, 2026-09-15: concentration 3 + substitution 2 + lead time 3 + inelasticity 2 = 10 of 12. A handful of tape makers; every fusion magnet programme is a customer. LTS substitutes at lower field.Estimate, not a measurementconcentration 3 + substitution 2 + lead time 3 + inelasticity 2 = 10 of 12. A handful of tape makers; every fusion magnet programme is a customer. LTS substitutes at lower field.By Substrata · 2026-09-15Supporting source →/123+2+3+2
Convert · Within two years
Other makers: Fujikura JP, Faraday Factory Japan JP, SuperPower US, MetOx US, THEVA DE, Shanghai Superconductor CN
Score = concentration + substitution + lead time + inelasticity, each 0–3, an analyst judgement dated 2026-09-15; open a score for its rationale and assessment. Makers are those the corpus records, not the whole market. No market-share figure is sourced, so none is shown.
02Unread leads
Superconductors for the energy frontier cerncourier.com ↗
AC Loss Properties of a Two-dimensional Array of REBCO Superconducting Tapes and Pancake Coils proquest.com ↗
CME Group retries Rebco contract energyrisk.com ↗
Pages the sweep found on these chokepoints. Nobody here has read them yet; they are not events and not evidence.
03What could loosen its grip
- High-temperature superconducting magnetsreadiness
Magnets wound from ceramic tape that carries current without resistance, strong enough to hold a fusion plasma in a machine small enough to build quickly.
Science · for REBCO superconducting tape, 12 mm
Estimate by Substrata, 2026-09-15: Prototype at meaningful scale. Full-scale magnets have passed acceptance testing and are in serial production, validated by the US Department of Energy. No power plant has run on them. The constraint has moved from physics to tape supply.Estimate, not a measurementPrototype at meaningful scale. Full-scale magnets have passed acceptance testing and are in serial production, validated by the US Department of Energy. No power plant has run on them. The constraint has moved from physics to tape supply.By Substrata · 2026-09-15Supporting source →/9
Readiness is the 1–9 technology-readiness scale, a dated judgement; open a figure for the reasoning and its source.
04SEC filings
- SEC 8-K21 SepDirector or officer change ↗
- SEC 10-Q5 AugQuarterly report ↗
- SEC 8-K5 AugResults of operations; Shareholder vote ↗
The company’s own filings, from SEC EDGAR, fetched hourly. Substrata has not judged their effect on any bottleneck.
05Others at the same step of the chain
- Shin-Etsu Handotai300 mm prime silicon wafersChokepoint
- SUMCO300 mm prime silicon wafersChokepoint
- GlobalWafersSilicon wafersConcentrated
- SiltronicSilicon wafersConcentrated
- SK SiltronSilicon and SiC wafersConcentrated
- Momentive TechnologiesFused quartz cruciblesChokepoint
- Shin-Etsu QuartzFused quartz componentsChokepoint
- FerrotecQuartz and fab consumablesConcentrated
- Element SixCVD synthetic diamondConcentrated
- CoherentSiC substrates, diamond, photonicsConcentrated
- WolfspeedSilicon carbide substratesConcentrated
- ResonacSiC epitaxy and fab materialsConcentrated
- FujikuraREBCO superconducting tapeConcentrated
- Faraday Factory JapanREBCO superconducting tapeConcentrated
- Neo Performance MaterialsRare-earth magnets and materialsConcentrated
- Less Common MetalsRare-earth alloys and stripChokepoint
- Nippon SteelGrain-oriented electrical steelConcentrated
- POSCOGrain-oriented electrical steelConcentrated
- Indium CorporationHigh-purity metals and soldersConcentrated
06Ways to take part
Not investment advice. This says how the public can reach a company — a job, its shares, its products — not whether anyone should. It takes no account of anyone’s circumstances, and a company holding a chokepoint is not a reason to own it. What this is not
- Work there
- It publishes its roles on its own careers page.Official careers page ↗
- Own part of it
- Its shares trade publicly as AMSC US, bought and sold through a broker that reaches that exchange.AMSC US listing record ↗Its SEC filings
- Buy from it
- At this depth of the chain most sales are to other businesses, under contract. No page of its own is recorded here yet.
07Hiring
Its roles are published on its own site, which Substrata links rather than reads. Official careers page ↗
08What this holds up
- Energyone turn: Months to years
makes REBCO superconducting tape, 12 mm, which gates it.
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 · this join is sourced
- Materials qualificationone turn: Years
makes REBCO superconducting tape, 12 mm, which gates it.
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 · this join is sourced
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.
09Sources
- ir.amsc.com ↗ — REBCO superconducting tape, 12 mm: convert
Discussion
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