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Refining & separation · Japan

Mitsubishi Materials

5711 JPMIMTF US Work there, own it, buy from it ↓

Refine — 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.

Bottlenecks held1 (Computed: Count of bottlenecks on which this organisation is recorded as a producer, a holder of the capacity, or a supplier of a critical part.) of 33each with another maker recordedHardest binding10 (Estimate by Substrata, 2026-09-15: concentration 2 + substitution 3 + lead time 2 + inelasticity 3 = 10 of 12)/12Electronic-grade polysilicon · judged 2026-09-15Events0 (Computed: Accepted events that name this organisation, plus (counted separately) accepted events on a bottleneck it holds that do not name it.)name it · 3 more on what it holds

Role cited from mmtc.co.jp ↗. Report an error

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01Chokepoints it holds

1 of 1 sourced
  • Electronic-grade polysilicon

    Refine · Beyond two years

    Other makers: Wacker Chemie DE US, Hemlock Semiconductor US, Tokuyama JP MY, OCI KR MY

    Sourced: mmtc.co.jp ↗

    Estimate, not a measurementconcentration 2 + substitution 3 + lead time 2 + inelasticity 3 = 10 of 12. Five producers at eleven nines; capacity is being added (Tokuyama Vietnam, OCI). Not binding, and the loosening events say so.By Substrata · 2026-09-15Supporting source →/122+3+2+3

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.

02What has happened

3 about what it holds

About what it holds, not naming Mitsubishi Materials

All events →

03Unread leads

6 found by the sweep, unread

Pages the sweep found on these chokepoints. Nobody here has read them yet; they are not events and not evidence.

04Others at the same step of the chain

directory rows · grades are judgements

05Ways to take part

how to reach it, not whether to

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 5711 JP and MIMTF US, bought and sold through a broker that reaches that exchange.5711 JP listing record ↗MIMTF US listing record ↗
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.

06Hiring

official careers page

Its roles are published on its own site, which Substrata links rather than reads. Official careers page ↗

07What this holds up

2 loops
  • Siliconone turn: Months

    makes Electronic-grade polysilicon, 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 Electronic-grade polysilicon, 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.

08Sources

1 cited
  1. mmtc.co.jp ↗ — Electronic-grade polysilicon: refine

Discussion

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