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Refining & separation · Germany, United States of America

Wacker Chemie

WCH GR Work there, own it, buy from it ↓

Electronic-grade 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 gradeChokepointa 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 · Solar-grade polysilicon has many producers; electronic-grade has very few, and the gap is orders of magnitude of impurity.

Role cited from wacker.com ↗. 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: Hemlock Semiconductor US, Tokuyama JP MY, OCI KR MY, Mitsubishi Materials JP

    Sourced: wacker.com ↗

    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. 2026-09-05
    TightensCapacityUS DE

    Wacker’s 600-worker Charleston polysilicon plant may close after a US trade measure drove off both its customers.

    Electronic-grade polysilicon

    WhoWacker Chemie

    arkansasonline.com ↗secondary source

    The sentence that says so

    “The move follows a White House proclamation last month that seeks to incentivize purchases of American polysilicon, the sources said, declining to be named because the matter was not public.”

About what it holds, not naming Wacker Chemie

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 WCH GR, bought and sold through a broker that reaches that exchange.WCH GR listing record ↗
Buy from it
What it does in the chain: Electronic-grade 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. wacker.com ↗ — its role in the chain: Electronic-grade polysilicon; Electronic-grade polysilicon: refine
  2. arkansasonline.com ↗ — event, 2026-09-05: Wacker’s 600-worker Charleston polysilicon plant may close after a US trade measure drove off both its customers.

Discussion

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