VSMC celebrates the grand opening of its first 300mm fab in Singapore

The trace

How it reaches your house.

Starting from GlobalWafers Co., Ltd., we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.

1. First impact

   300mm Silicon Wafers →Stands to benefit

   Shin-Etsu ChemicalSHECY

   VSMC's new 300mm fab raises demand for 300mm wafers, and Shin-Etsu is the largest qualified supplier on this edge, so incremental orders benefit it.

   87% confidence

   300mm Silicon Wafers →Stands to benefit

   Sumco Corporation3436.T

   The Singapore fab adds wafer demand, and Sumco Corporation has a very large 300mm wafer share, so it benefits from the added pull.

   85% confidence

   SUMCO →Stands to benefit

   300mm Silicon Wafers

2. Hop 2

   Shin-Etsu Chemical →Prices rise

   300mm Silicon Wafers4063

   A new 300mm fab in Singapore raises demand for 300mm silicon wafers; Shin-Etsu’s large share and long replacement lead time suggest tighter wafer pricing.

   78% confidence

   Siltronic AG →Stands to benefit

   300mm Silicon Wafers

   VSMC’s new Singapore fab should increase demand for 300mm wafers, and Siltronic’s 13% market share with long replacement lead time makes the wafer market a modest beneficiary.

   68% confidence