ENTITY · wacker
Wacker ChemieWCH
Germany·silicon wafers·major·$5.7B mkt cap
Major polysilicon and silicone maker supplying semiconductor-grade silicon.
CLEAR · 0–39
35/100 illustrative
Underwriting Thesis
CLEAR — Wacker Chemie: sole-source / single-point-of-failure dominance compounded by criticality to DoD-exposed downstream programs in silicon wafers. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration18
Sole-Source Dependence72
Sanctions Exposure0
Downstream Criticality60
Sanctions Exposure
Entity not present on tracked screening lists (CSL).
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Segments
silicon wafersphotoresists chemicals
Shortest paths → DoD-exposed firms
- GlobalFoundries · 1 hop · $1.05BWacker Chemie → GlobalFoundries
- Marvell Technology · 2 hops · $184.3MWacker Chemie → TSMC → Marvell Technology
- Valens Semiconductor · 2 hops · $28.3MWacker Chemie → TSMC → Valens Semiconductor
- Scale AI · 3 hops · $105.6MWacker Chemie → TSMC → NVIDIA → Scale AI
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 0
No mapped upstream suppliers.
Key Customers · downstream · 11
- SUMCOJapanALLIED
- GlobalWafersTaiwanCHOKEPOINT
- SiltronicGermanyALLIED
- SK SiltronSouth KoreaALLIED
- TSMCTaiwanCHOKEPOINT
- Samsung ElectronicsSouth KoreaALLIED
- IntelUnited StatesDOMESTIC
- SK hynixSouth KoreaALLIED
- Micron TechnologyUnited StatesDOMESTIC
- SMICChinaHostileADVERSARY
- GlobalFoundriesUnited StatesDOMESTIC