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Refining & separation · South Korea, Malaysia

OCI

456040 KS Work there, own it, buy from it ↓

Polysilicon — 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 2026-09-15Directory gradeConcentrateda judgement, not a sourced factEvents1 (Computed: Accepted events that name this organisation, plus (counted separately) accepted events on a bottleneck it holds that do not name it.)name it · 2 more on what it holds

Why graded so · Credible at scale, with electronic-grade a narrower qualification than volume implies.

Role cited from oci.co.kr ↗. The grade is this project’s judgement. 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, Mitsubishi Materials JP

    Sourced: oci.co.kr ↗

    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

1 name it · 2 about what it holds
  1. 2026-07-28
    LoosensCapacityKR MY US

    OCI Holdings plans to double polysilicon production capacity by 2029 to meet US demand.

    Electronic-grade polysilicon

    WhoOCI

    pv-magazine.com ↗official source

    The sentence that says so

    “OCI Holdings plans to double polysilicon production capacity by 2029.”

About what it holds, not naming OCI

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 456040 KS, bought and sold through a broker that reaches that exchange.456040 KS listing record ↗
Buy from it
What it does in the chain: Polysilicon. At this depth of the chain most sales are to other businesses, under contract. Its own page describes what it offers.Its own page ↗

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

2 cited
  1. oci.co.kr ↗ — its role in the chain: Polysilicon; Electronic-grade polysilicon: refine
  2. pv-magazine.com ↗ — event, 2026-07-28: OCI Holdings plans to double polysilicon production capacity by 2029 to meet US demand.

Discussion

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