The AI Infrastructure Stack
Sub-category 15.1

Silicon Wafers (Polished & Epitaxial)

The base substrate. Five suppliers globally; effective oligopoly.

Players

Players: Shin-Etsu Chemical 4063.T, SUMCO 3436.T, GlobalWafers 6488.TW, Siltronic WAF.DE, SK Siltron SK Group, Zhonghuan Semi 002129.SZ

Analysis coming soon — this page is scaffolding for deeper research into silicon wafers (polished & epitaxial).