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.
[When you release WW3 just become way more likely](https://encrypted-tbn0.gstatic.com/images?q=tbn:ANd9GcS8ZOOR5Y27Gbg3Z318NqinkaDJTyBrIFoyVRHGn_vjAHpPfIbYwQRKE-k&s=10)
Tbf, it was really hard to see that Fed would ignore:
* 5 years of high inflation
* 4.2% CPI
* Accelerating core PCE before energy shock
* Obvious rampant speculation, excess and worsening K shape.