Silicon Motion supply chain risk

As of 2026-09-05, Silicon Motion depends on 7 tracked suppliers headquartered in 4 countries (3 of them in Taiwan). 2 of those suppliers hold a monopoly or leader position in their own segment, led by TSMC and ASE Technology. Silicon Motion itself carries a supply-chain criticality score of 81/100, with 235 tracked companies downstream of it.

Data as of 2026-09-05 · suppliers are the curated key_supplier edges in the wafergraph dataset (researched or segment-inferred — see /methodology) · criticality is the graph-derived chokepoint score, 0–100

Dominant and single-source suppliers

  • TSMC — leader in Pure-Play Foundry, Taiwan criticality 81/100
  • ASE Technology — leader in Outsourced Assembly & Test, Taiwan criticality 81/100

A monopoly or leader supplier is the hardest to replace. These are the edges to watch first.

Suppliers by country

  • Taiwan — 3 suppliers (43%)
  • United States — 2 suppliers (29%)
  • China — 1 supplier (14%)
  • Japan — 1 supplier (14%)

All 7 tracked suppliers

Downstream exposure

  • Criticality score: 81/100
  • Companies downstream of Silicon Motion: 235
  • Tracked market cap downstream (priced companies only): $34.68T across 149 priced companies

Cite as: wafergraph, “Silicon Motion supply chain risk — 7 suppliers, single-source exposure & criticality”, https://wafergraph.com/supply-chain-risk/silicon_motion (data as of 2026-09-05).

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