# Taiwan Semiconductor Supply Chain Entities

Every entry below is a lead to investigate, not a fact to cite. Your job is to verify,
contradict, or discover what's missing. Taiwan is thin in materials/chemicals (imports
most from Japan/US/EU) but strong in substrates, wafers, OSAT, and equipment services.

## Silicon Wafers
| Company | Chinese | Ticker | Products | Notes |
|---|---|---|---|---|
| GlobalWafers | 環球晶圓 | 6488.TWO | Si wafers (among top global suppliers), SiC, sapphire | |
| Wafer Works | 合晶科技 | 6182.TWO | 150mm/200mm wafers, epi | |
| SAS (Sino-American Silicon) | 中美矽晶 | 5483.TWO | Parent of GlobalWafers | |
| Formosa Sumco | 台灣勝高 | — | 12" wafers (Formosa Plastics + SUMCO JV) | |

## EUV/Lithography Ancillary
| Company | Chinese | Ticker | Products | Notes |
|---|---|---|---|---|
| **Gudeng Precision** | 家登精密 | 3680.TWO | EUV reticle pods, FOUPs | Near-monopoly for TSMC |

## IC Substrates & PCB (Taiwan strength)
| Company | Chinese | Ticker | Products | Notes |
|---|---|---|---|---|
| **Unimicron** | 欣興電子 | 3037.TW | ABF substrates, HDI PCB (believed top global supplier) | |
| Nan Ya PCB | 南亞電路板 | 8046.TW | IC substrates, PCB | |
| Kinsus Interconnect | 景碩科技 | 3189.TW | FC-BGA substrates (ASE group) | |
| Compeq Manufacturing | 華通電腦 | 2313.TW | IC substrates, HDI PCB | |
| Zhen Ding Technology | 臻鼎科技 | 4958.TW | HDI PCB, FPC (believed top global PCB supplier) | |

## Materials & Chemicals
| Company | Chinese | Ticker | Products | Notes |
|---|---|---|---|---|
| Topco Scientific | 崇越科技 | 5434.TW | Distribution of materials (JSR, Shin-Etsu, etc.) | Channel control |
| Kinik Company | 中國砂輪 | 1560.TW | CMP diamond discs, grinding wheels | Niche |
| San Fu Chemical | 三福化工 | 4755.TW | Electronic specialty gases | |
| Solar Applied Materials | 光洋科 | 1785.TWO | Sputtering targets (ITO) | |
| PentaPro Materials | — | — | ALD/CVD precursors | MEDIUM confidence |
| Sunlit Chemical | — | — | Specialty chemicals | LOW confidence |

## Equipment & Test
| Company | Chinese | Ticker | Products | Notes |
|---|---|---|---|---|
| MPI Corporation | 旺矽科技 | 6223.TWO | Probe stations, RF probes | |
| Chroma ATE | 致茂電子 | 2360.TW | Test equipment (power semi, LED) | |
| Scientech | 辛耘企業 | 3583.TW | Wet cleaning equipment | |
| Keystone Microtech | 中華精測 | 6683.TWO | Probe cards (for TSMC) | |
| Hermes Epitek | 漢民科技 | Likely PRIVATE | Equipment services, refurbishment | Key TSMC partner |

## OSAT & Packaging
| Company | Chinese | Ticker | Products | Notes |
|---|---|---|---|---|
| ASE Group | 日月光投控 | 3711.TW | Believed top global OSAT | |
| ChipMOS | 南茂科技 | 8150.TW | Test & packaging (drivers, memory) | |
| Chipbond | 頎邦科技 | 6147.TWO | Driver IC packaging (COF) | |
| King Yuan Electronics | 京元電子 | 2449.TW | Testing services | |
| Powertech Technology | 力成科技 | 6239.TW | Memory packaging | |

## IP & Design Services
| Company | Chinese | Ticker | Products | Notes |
|---|---|---|---|---|
| eMemory Technology | 力旺電子 | 3529.TWO | Embedded NVM IP (near-monopoly in PUF) | |
| Alchip Technologies | 世芯電子 | 3661.TW | ASIC design services (HPC/AI) | |
| Global Unichip | 創意電子 | 3443.TW | ASIC design (TSMC subsidiary) | |

## Key Intelligence Notes
- **Topco Scientific** (崇越科技) controls the distribution channel for foreign semiconductor materials into Taiwan fabs. Not a manufacturer but a critical node.
- **Hermes Epitek** (漢民集團) is the invisible equipment services backbone — maintains foreign equipment in Taiwan fabs. Founded by Nicky Lu (盧志遠).
- **Taiwan's monthly revenue disclosure** is unique globally — all listed companies report within 10 days. Available on MOPS (mops.twse.com.tw).

## Verification Log

Entries start as unverified hypotheses from training knowledge. When an investigation confirms or updates a claim, log it here. Unlogged entries remain unverified.

| Company | Claim Verified | Date | Sources | Investigation |
|---|---|---|---|---|