Company dossiers
Company-by-company deep reads. Each dossier synthesizes a detailed picture of internal processes from technical disclosures, filings, teardowns, and interviews — every claim cited.
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ASML
tier BEUV lithography systems (sole supplier)
Veldhoven, Netherlands
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Ferroglobe
tier BMetallurgical-grade silicon smelting
Global (Spain / US / France)
🧪 scaffold stub
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NVIDIA
tier BFabless designer of the finished accelerator (product owner)
Santa Clara, CA, USA
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Shin-Etsu Chemical
tier BMonocrystalline 300 mm silicon wafers
Japan
🧪 scaffold stub
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SK Hynix
tier BHBM memory stacks (with Samsung, Micron)
Icheon, South Korea
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Synopsys (the EDA duopoly)
tier BEDA tools + IP — the design rail
Sunnyvale, CA, USA
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The Quartz Corp
tier BHigh-purity quartz (Spruce Pine, NC)
Spruce Pine, North Carolina, USA
🧪 scaffold stub
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TSMC
tier BLeading-edge fab + advanced packaging (CoWoS)
Hsinchu, Taiwan
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Wacker Chemie
tier BSemiconductor-grade polysilicon (Siemens process)
Germany / USA
🧪 scaffold stub