Shin-Etsu Chemical (Japan) — The world's largest producer, often ~25-30% market share. Supplies major foundries including TSMC, Intel, and Samsung.165ffe
SUMCO Corporation (Japan) — Close second, strong in high-purity wafers for advanced nodes.
GlobalWafers (Taiwan) — Significant player with global operations (including U.S. facilities).
Siltronic AG (Germany) — Key European supplier.
SK Siltron (South Korea) — Major supplier, especially to Samsung and others.
Israel and Trump would have gotten far more support if Iran and Lebanon were the instigators, dropping mines in the strait that gives your country so much of it's passive income is like China or India burning all of its factories. How does self-inflicting damage help in anyway other than prevent those waging war on you from using your assets?
I don't mean to get political, there is simply no strategic advantage for anyone in all of this. The market value goes down when people attack a key shipping route, who would've fkn thought. What a mind blower.
Somehow the people who thrive from business passing through the strait, have a great playbook involving denying themselves business AND resources gained from said business. Check out big brains billy over here.
Alternative take:
Sony has the an exclusive marketing deal with Rockstar along with exclusive content. Sony is also a low-key semi play as its growing semi business dominates the camera sensor market for physical AI