Every input a chip needs, from design tools through wafer fabrication to
final test, mapped as a global chain, then scored for what it would take
to make it in India.
Last updated·Refreshed monthly·96 inputs·260 firms·18 countries
Nine stages, one shared 0 to 100 percent axis. Click a country to trace
it top-to-bottom. Tap a row for its details and sources below.
0255075100%
Details, chokepoint notes and sources per stage
01
EDA and Design IP
revenue share, calendar year 2024
United States74% · Synopsys ~32%, Cadence ~24%, Siemens EDA ~18% (Mentor line, still headquartered US).
United Kingdom13% · Arm: dominant CPU/GPU IP for mobile.
Europe (aggregated)8%
Rest of world5%
Every leading-edge tape-out worldwide passes through one of Synopsys, Cadence, or Siemens EDA; new tape-outs stop within a quarter of any one of them halting service.
Taiwan92% · TSMC alone accounts for ~85 percentage points of the world total.
South Korea8% · Samsung Foundry.
Taiwan holds 92% of ≤7 nm capacity, but the honest chokepoint is TSMC alone (~85%). A TSMC-specific event removes almost all leading-edge output regardless of geography.
Netherlands82% · ASML. Sole supplier of EUV; ~60% of DUV.
Japan18% · Canon + Nikon (DUV only).
NL 82% understates the chokepoint. Every ASML EUV scanner depends on optics from Carl Zeiss SMT (Germany, sole source) and a CO₂ drive laser from Trumpf (Germany, sole source). A Zeiss stop-work removes 100% of new EUV capacity irrespective of ASML's output.
Netherlands5% · ASM International (front-end deposition).
South Korea3% · Wonik IPS, Semes.
Rest of world3%
Five firms (Applied Materials, Lam, TEL, KLA, ASM International) supply most deposition, etch, CMP and inspection tools globally. US and Japanese controls on advanced-node WFE exports to China are the sharpest lever on Chinese leading-node ambition.
Photoresist is a working-capital-thin, custom-formulated input. There is no strategic reserve; a JSR/TOK stop-work halts new wafer starts globally within weeks.
United States14% · Amkor Technology (headquartered US, operations across Korea, Philippines, China, Portugal, Vietnam).
South Korea5% · Nepes + Hana Micron.
Japan3%
Rest of world3%
Advanced packaging (CoWoS, SoIC, HBM stacks) is dominated by TSMC in-house, not by any OSAT — a separate concentration the top-10 revenue ranking does not capture. On the OSAT side proper, ASE + Amkor + JCET together take roughly 60% of the independent packaging pool.
Eight countries clustered by the shape of their leverage. Tap one to
see what actually breaks if it goes offline. Not exhaustive: Malaysia
and Vietnam hold real weight in packaging and test, Singapore in
wafer fab equipment and Israel in design, and the small print at the
bottom of the panel spells the coverage rule.
Single-Source Globally
No substitute exists anywhere. If this country stops, this input stops.
Primary-Source Majority
Largest confirmed source. Substitutes exist but cannot absorb the load at short notice.
Dominant Provider
Large share, substitutes plentiful. Effects propagate over quarters, not weeks.
Demand-Side Concentration
Largest buyer, not largest supplier. The shock lands on every seller at once.
Labour Concentration
Engineering hours, not tangible goods. Rebalancing takes multiple quarters.
Tap a country to see the fact and what breaks.
Taiwan Primary-Source Majority
TSMC alone makes roughly 65% of the world’s foundry output by revenue and about 90% of everything below 7 nanometres. UMC, VIS and PSMC add another slice of mature-node capacity on top.
What breaks: Roughly 90% of leading-node (≤7 nm) capacity. AI accelerators, high-end GPUs and flagship smartphone SoCs come off TSMC wafers; Samsung Foundry alone cannot absorb the load.
Netherlands Single-Source Globally
ASML is the sole manufacturer of EUV lithography scanners. Every chip below the 5-nanometre node passes through an ASML EUV tool; there is no second supplier anywhere.
What breaks: Every new EUV lithography scanner. There is no second manufacturer worldwide; the sub-5 nm chip pipeline cannot advance a node.
United States Dominant Provider
US firms hold roughly 85% of the EDA tools market (Synopsys, Cadence, Siemens EDA) and around half of global design-IP revenue. Applied Materials, LAM and KLA also anchor the deposition, etch and inspection tool markets.
What breaks: New chip tape-outs anywhere in the world. Every leading-edge design passes through Synopsys, Cadence or Siemens EDA; installed licences run out at the next refresh, and new WFE tool orders freeze on the same timeline.
Japan Primary-Source Majority
Japan supplies roughly 90% of the world’s advanced photoresist (JSR, TOK, Shin-Etsu, Fujifilm) and about 55% of raw silicon wafers (Shin-Etsu, SUMCO). Most CMP slurries and specialty gases route through Japanese firms too.
What breaks: About 90% of advanced photoresist and 55% of raw silicon wafers. Front-end fabs everywhere run out of resist and fresh wafers within weeks; no strategic reserve exists.
South Korea Primary-Source Majority
Samsung and SK hynix together produce roughly 70% of the world’s DRAM and about half of NAND flash. Samsung Foundry also carries the largest slice of leading-edge capacity outside TSMC.
What breaks: About 70% of world DRAM and half of NAND. Phones, PCs and servers hit memory stockouts within weeks; Micron cannot backfill at that volume.
China Demand-Side Concentration
China holds roughly 35% of the world’s mature-node (28 nm and above) fab and back-end assembly capacity, is the largest single buyer of every input above, and dominates gallium, germanium and rare-earth feedstock.
What breaks: Global gallium, germanium and rare-earth feedstock. And the world loses its largest single buyer of chips: a demand shock hitting every seller at once.
Germany Single-Source Globally
Carl Zeiss SMT is the sole supplier of EUV optics to ASML; Trumpf is the sole supplier of the CO₂ laser drive. Losing Germany takes lithography with it, one step upstream of losing the Netherlands. Infineon and GlobalFoundries Dresden add power and RF capacity on top.
What breaks: Every ASML EUV scanner. Zeiss SMT is the sole EUV-optics supplier; Trumpf is the sole CO₂ laser drive. The litho chain stops one step upstream of losing the Netherlands.
India Labour Concentration
India supplies roughly 20% of the world’s chip-design engineering labour to global fabless firms. The first commercial OSATs (Tata Assam, Micron Sanand, CG-Kaynes Sanand, HCL-Foxconn Jewar) are under construction and not yet at volume; there is no operating commercial fab.
What breaks: Nothing in the near term. Roughly 20% of global chip-design engineering hours re-route to other centres over multiple quarters; hardware supply is largely unaffected.
What continues, sources, and coverage per country
Taiwan
Primary-Source Majority
What continues: Back-end packaging (India, Malaysia, Vietnam), EDA tools (United States), memory (South Korea) and design IP (US, UK) all keep shipping.
Directory coverage: 1 of 96
inputs where Taiwan holds a majority of confirmed suppliers; 0 where Taiwan is the only confirmed supplier
worldwide.
The small number is a mapping gap, not a signal. Taiwan sits downstream (as a buyer or a fab) of the
inputs this directory tracks.
What continues: Mature-node fabs (28 nm and above) keep running on DUV lithography (also ASML, plus Canon and Nikon steppers). Advanced logic stops at the next tool refresh.
Directory coverage: 0 of 96
inputs where Netherlands holds a majority of confirmed suppliers; 0 where Netherlands is the only confirmed supplier
worldwide.
The small number is a mapping gap, not a signal. Netherlands sits downstream (as a buyer or a fab) of the
inputs this directory tracks.
What continues: Manufacturing continues on existing tool licences and installed base. New tape-outs, tool upgrades and IP refreshes stop within a quarter.
Directory coverage: 19 of 96
inputs where United States holds a majority of confirmed suppliers; 0 where United States is the only confirmed supplier
worldwide.
What continues: Logic manufacturing, EDA and packaging continue. Memory supply for phones, PCs and servers is what breaks; first stockouts show up in weeks.
Directory coverage: 0 of 96
inputs where South Korea holds a majority of confirmed suppliers; 0 where South Korea is the only confirmed supplier
worldwide.
The small number is a mapping gap, not a signal. South Korea sits downstream (as a buyer or a fab) of the
inputs this directory tracks.
What continues: Advanced-node manufacturing outside China is unaffected. The demand-side shock hits every seller; feedstock substitutions take 12 to 24 months.
Directory coverage: 0 of 96
inputs where China holds a majority of confirmed suppliers; 0 where China is the only confirmed supplier
worldwide.
The small number is a mapping gap, not a signal. China sits downstream (as a buyer or a fab) of the
inputs this directory tracks.
What continues: Global chip supply is largely unaffected in the near term. Design timelines at fabless firms slip on a multi-quarter horizon as work rebalances to other centres.
Directory coverage: 9 of 96
inputs where India holds a majority of confirmed suppliers; 0 where India is the only confirmed supplier
worldwide.
How to read this. The chokepoint type comes from the
cited fact, not from our supplier row counts. A directory that measured
itself would flatter itself; the coverage line above is a debug check,
not a headline.
Blast radius
Take a Capability Offline. Watch What Stops.
Twenty capabilities across four layers. Click any card to remove it.
The cause turns red, anything that stops downstream turns grey, and
anything that keeps running under strain shows yellow. Click a
different card to try a different scenario.
Every Input, Sorted by What It Takes to Build in India
96 inputs, tiered by India-buildability. Open a tier to
browse. Within each tier, cheapest and fastest first. Each card
still carries its vertical along the top.
ABuildable Now29
▸
Under roughly Rs 5 crore of entry capital and 12 to 24 months to a qualified first shipment. A founder can start here.
Contracted verification engineering. The largest single category of semiconductor work done in India by headcount, and the usual first hire for a new design team.
Designing the substrate, the routing and the power delivery around a die, and proving by simulation that the package will not degrade the signals passing through it.
Tested parts are loaded into carrier tape or trays, baked and sealed against moisture, and labelled for shipment. The last operation before the part leaves.
Firms that take a customer specification all the way to working packaged silicon, absorbing tool licences, IP procurement and foundry interface along the way.
Floorplanning, placement, routing and timing closure delivered as a service. The most tool-dependent and most schedule-critical part of the design flow.
The compound is fully cross-linked in a batch oven, moulding flash is stripped from the leads, and the package is laser-marked with part, lot and date code.
Moving regulated chemicals and temperature-sensitive materials into a landlocked state, and holding imported inputs under bond until they are consumed.
Water purified to a resistivity of 18.2 megohm-centimetre with organics and particles at parts-per-trillion. An assembly plant needs far less of it than a fab, but still needs it.
Parts are held at elevated voltage and temperature for hours or weeks to force out infant mortality, and stressed to characterise how the population ages.
Bringing first silicon up on a bench, characterising it against specification, and writing the test programs the assembly line will later run in volume.
Tools that design the substrate and board alongside the die, because at modern speeds the package is part of the circuit rather than a container for it.
Physics-based simulation of how a device will behave before anyone builds one: dopant diffusion, electric fields, breakdown voltage and thermal response.
Building and validating the process design kits that let designers target a fab at all: the models, rule decks and libraries that describe what the process can do.
The robotics that present each part to the test head at temperature and sort it into bins afterwards. Throughput of the test cell is set here, not by the tester.
Several die plus passives are assembled into a single package or module, the format Kaynes Semicon used for India’s first commercially packaged multi-chip parts.
The lab that establishes why a part failed: acoustic imaging for delamination, X-ray for voids, cross-sectioning and electron microscopy for everything else.
Hydrofluoric, sulphuric, nitric and phosphoric acids plus the solvent set, purified to SEMI grades where contamination is measured in parts per trillion.
High-purity metal discs consumed by physical vapour deposition tools: copper, titanium, tantalum, tungsten and aluminium at five nines purity and above.
Vacuum systems that deposit metal films by knocking atoms off a solid target with plasma, how the copper, titanium and tantalum layers get onto the wafer.
Single-wafer and batch systems that strip particles, organics and metal contamination between every other process step. A wafer is cleaned dozens of times.
Glass panels with through-vias replacing organic laminate as the package core: flatter, thermally better matched to silicon, and the subject of India’s Odisha bet.
Wide-bandgap substrates for high-voltage power devices. Harder to grow than silicon, far more valuable per wafer, and where India has actually committed money.
TierB
Imported 100%
EntryNot MSME
Qualify30+ mo
CNot Yet37
▸
Requires a joint venture, a technology licence, or a multinational’s balance sheet. Worth understanding, not worth starting.
The standard cell libraries, memory compilers and input-output cells every digital chip is built from. Invisible, unglamorous, and impossible to design without.
Turning a finished layout into the data a mask writer can use, correcting for the optical distortions of the exposure and fracturing the result into writeable shapes.
The copper baths and organic additive packages that fill damascene trenches and vias without voids. The additives are the product; the copper sulphate is not.
The system that spins resist onto the wafer, bakes it, hands it to the scanner and develops it afterwards. Physically bolted to the scanner and sold as a pair.
Reactors that grow dielectric and metal films from gas-phase precursors: chemical vapour deposition in bulk, atomic layer deposition one monolayer at a time.
Phosphine, arsine, diborane and boron trifluoride: the sources of the impurity atoms that make silicon into a semiconductor. Among the most toxic materials in industry.
The bumped die is placed face-down onto its substrate and the joints are formed, either by mass reflow through an oven or by thermocompression bonding one die at a time.
Solder balls or copper pillars are plated onto the wafer while it is still whole, so the die can later be flipped and soldered face-down onto its substrate.
Proving a design does what the specification says before committing to a mask set. Consumes more engineering hours than design itself on most modern chips.
Gallium nitride grown on silicon, silicon carbide or sapphire, the material behind fast chargers, RF power amplifiers and the next tier of power conversion.
Multiple die are mounted side by side on a silicon or organic interposer carrying dense wiring and through-vias, the packaging behind every AI accelerator.
Particle accelerators that fire dopant ions into the silicon lattice at controlled energy and dose, defining where the device conducts and where it does not.
Licensed, pre-verified processor designs. Almost no chip company designs its own CPU from scratch, which makes this one of the chain’s quietest chokepoints.
A filled epoxy is drawn into the gap under a flip-chip die and cured, so thermal stress is carried by the encapsulant rather than by the solder joints.
Fine gold, copper or silver wire is welded from the die pad to the package lead by heat, pressure and ultrasonic energy, still the majority of all interconnects made.
TierC
Imported 100%
EntryNot MSME
Qualify30+ mo
How this is maintained. Curated and versioned, not scraped. Every
entry carries a review date, and an import-dependency figure cannot be published
without a stated basis; the build rejects it. Supplier listings document the market
as we understand it and are not endorsements. Every vertical and entry page defines
its own terms and confidence labels directly beside the data they describe.
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