Japan / Taiwan / US · Chips & Networking
Silicon Wafers & Chemicals
Prime wafers and ultra-pure chemicals are concentrated, but capacity is ahead of non-AI demand. A latent rather than active constraint.
Polysilicon→Ingot→Prime wafer→Fab
48
Tightness score ⓘ
#47 of 56
▼ Easing
Lead time
6–12 mo
Theme 1M
−11.8%% in uptrend
0%Metric to watch
Wafer shipment data (SEMI), SUMCO/Shin-Etsu pricing, and Entegris AI-node mix.
What would prove us wrong
Strengthens if 300mm wafer inventories normalise and long-term contract pricing turns up.
Dependencies
Wafers theme performance
Equal-weight · rebased 100 · 1YStocks we track
Who controls this bottleneck
Roles, not recommendations. Delayed prices; local currency.
| Stock | Role | Listing | Last | 1D | 1M | 3M | YTD | Off 52w high | Trend | Next earnings |
|---|---|---|---|---|---|---|---|---|---|---|
| 4063.T Shin-Etsu Chemical |
Silicon wafers and photoresists | TSE Japan |
¥5,783.0 | −0.74% | −1.7% | −18.0% | +20.1% | −25.7% | 2026-10-27 | |
| 3436.T SUMCO |
300mm prime silicon wafers | TSE Japan |
¥2,265.0 | −3.51% | −27.3% | −40.2% | +58.2% | −57.3% | 2026-11-11 | |
| 6488.TWO GlobalWafers |
Silicon wafers incl. US capacity | TPEx Taiwan |
NT$826.0 | 0.00% | −11.3% | −26.2% | +104.2% | −45.3% | — | |
| ENTG Entegris |
Ultra-pure chemicals, filtration and materials | NASDAQ US |
$141.3 | +5.02% | −7.0% | +19.7% | +68.1% | −23.2% | 2026-10-29 |