#Shin-Etsu

Tagged Shin-Etsu · show all articles

A wafer-supply warehouse floor with crates from two suppliers filling most of the visible racking, a small cluster of differently-marked crates from other suppliers visible in a distant corner

AI Hardware & Semiconductors

Two Japanese Companies Make More Than Half the World's Silicon Wafers

Before TSMC, Nvidia, or anyone else in this cohort can do anything, they need a silicon wafer to start from. Two companies most readers have never heard of supply the majority of them.

By Brecht Corbeel · August 10, 2026 · 4 min read

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