AGC Inc. → Carl Zeiss SMT

As of 2026-09-05, AGC Inc. is a tracked supplier of Carl Zeiss SMT. AGC Inc. is a major in Materials (headquartered in Japan); Carl Zeiss SMT is a monopoly in Equipment (Front End) (headquartered in Germany). AGC Inc. has 8 tracked customers; Carl Zeiss SMT has 1 tracked supplier.

Data as of 2026-09-05 · relationship type: tracked supplier → customer · both names resolve in companies.json · no dollar amount is shown unless it already sits on a company record, and none is invented here

Why this edge matters

AGC Inc. (major in Materials) is a tracked supplier of Carl Zeiss SMT (monopoly in Equipment (Front End)). Glass and chemicals maker; leading EUV photomask blanks and fluorinated gases. Sole maker of the precision optics inside every ASML lithography system. The edge is one of 1 tracked supplier of Carl Zeiss SMT and one of 8 tracked customers of AGC Inc..

Source: derived from both company records and the counted edges.

Concentration / risk note

Carl Zeiss SMT has only 1 tracked supplier in this dataset. Concentration on the supplier side is high.

Basis: few suppliers. Omitted on edges where the graph does not back a concentration claim.

The two companies

AGC Inc. (supplier)

Glass and chemicals maker; leading EUV photomask blanks and fluorinated gases.

Carl Zeiss SMT (customer)

Sole maker of the precision optics inside every ASML lithography system.

Other tracked customers of AGC Inc.

Cite as: wafergraph, “AGC Inc. → Carl Zeiss SMT — supplier relationship in the semiconductor supply chain”, https://wafergraph.com/relationship/agc/zeiss_smt/ (data as of 2026-09-05).

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