SK hynix supply chain risk

Dominant and single-source suppliers

• ASML — monopoly in Lithography, Netherlands criticality 100/100
• Ajinomoto — monopoly in Substrates, Japan criticality 99/100
• Carl Zeiss SMT — monopoly in Lithography, Germany criticality 100/100
• TRUMPF — monopoly in Lithography, Germany criticality 100/100
• Lam Research — leader in Etch, United States criticality 83/100
• Applied Materials — leader in Deposition, United States criticality 83/100
• KLA — leader in Metrology & Inspection, United States criticality 83/100
• Linde — leader in Specialty Gases, United Kingdom criticality 83/100
• Tokyo Electron — leader in Deposition, Japan criticality 83/100
• Advantest — leader in Test Equipment, Japan criticality 82/100
• Air Liquide — leader in Specialty Gases, France criticality 83/100
• Atlas Copco — leader in Subsystems & Components, Sweden criticality 85/100
• Shin-Etsu Chemical — leader in Silicon Wafers, Japan criticality 83/100
• Teradyne — leader in Test Equipment, United States criticality 81/100
• HOYA — leader in Photomasks & Mask Blanks, Japan criticality 81/100
• ASM International — leader in Deposition, Netherlands criticality 83/100
• Unimicron — leader in Substrates, Taiwan criticality 81/100
• DISCO — leader in Assembly & Packaging Equipment, Japan criticality 81/100
• Ibiden — leader in Substrates, Japan criticality 81/100
• VAT Group — leader in Subsystems & Components, Switzerland criticality 85/100
• Entegris — leader in Photoresists & Chemicals, United States criticality 81/100
• Technoprobe — leader in Probe Cards, Italy criticality 81/100
• BE Semiconductor Industries — leader in Bonders, Netherlands criticality 81/100
• Hanmi Semiconductor — leader in Bonders, South Korea criticality 81/100
• SCREEN Holdings — leader in Cleaning, Japan criticality 83/100
• Daifuku — leader in Subsystems & Components, Japan criticality 81/100
• Ningbo Jiangfeng Electronic Material (Konfoong) — leader in Sputtering Targets, China criticality 83/100
• ASMPT — leader in Assembly & Packaging Equipment, Singapore criticality 82/100
• FormFactor — leader in Probe Cards, United States criticality 81/100
• Tokyo Ohka Kogyo — leader in Photoresists & Chemicals, Japan criticality 83/100
• AIXTRON — leader in Deposition, Germany criticality 93/100
• Kulicke & Soffa — leader in Bonders, Singapore criticality 82/100
• HPSP — leader in Deposition, South Korea criticality 81/100
• Adeia Inc. — leader in Semiconductor IP Licensing, United States criticality 83/100
• Photronics — leader in Photomasks & Mask Blanks, United States criticality 83/100
• Fujimi Incorporated — leader in CMP Slurries, Japan criticality 81/100
• Mitsui High-tec — leader in Packaging Materials (Leadframes, Bonding Wire), Japan criticality 82/100
• TOWA — leader in Assembly & Packaging Equipment, Japan criticality 82/100
• Stella Chemifa — leader in Photoresists & Chemicals, Japan criticality 81/100
• EV Group — leader in Bonders, Austria criticality 81/100
• IQE — leader in Silicon Wafers, United Kingdom criticality 81/100
• JSR — leader in Photoresists & Chemicals, Japan criticality 83/100
• SK Specialty — leader in Specialty Gases, South Korea criticality 81/100

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

Suppliers by country

• Japan — 51 suppliers (30%)
• United States — 34 suppliers (20%)
• South Korea — 30 suppliers (18%)
• Taiwan — 12 suppliers (7%)
• China — 12 suppliers (7%)
• Germany — 9 suppliers (5%)
• Switzerland — 4 suppliers (2%)
• Netherlands — 3 suppliers (2%)
• United Kingdom — 3 suppliers (2%)
• Singapore — 2 suppliers (1%)
• Austria — 2 suppliers (1%)
• Israel — 2 suppliers (1%)
• France — 1 supplier (1%)
• Sweden — 1 supplier (1%)
• Italy — 1 supplier (1%)
• Hong Kong — 1 supplier (1%)
• Belgium — 1 supplier (1%)
• Hungary — 1 supplier (1%)

All 170 tracked suppliers

Downstream exposure

• Criticality score: 81/100
• Companies downstream of SK hynix: 235
• Tracked market cap downstream (priced companies only): $34.69T across 150 priced companies