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
- ASE Technology — leader in Outsourced Assembly & Test, Taiwan
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
| Supplier | Segment | Position | Country | Criticality |
|---|---|---|---|---|
| TSMC | Pure-Play Foundry | leader | Taiwan | 81/100 |
| ASE Technology | Outsourced Assembly & Test | leader | Taiwan | 81/100 |
| SMIC | Pure-Play Foundry | major | China | 68/100 |
| King Yuan Electronics (KYEC) | Outsourced Assembly & Test | major | Taiwan | 68/100 |
| Kioxia Holdings | NAND | major | Japan | 68/100 |
| SanDisk | NAND | major | United States | 68/100 |
| PDF Solutions | Design Services | niche | United States | 50/100 |
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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