Photoresist
Light-sensitive polymer critical to lithography and the single sharpest semiconductor chokepoint. Four Japanese firms (JSR, Tokyo Ohka, Shin-Etsu, Fujifilm) control ~87-91% of global supply, rising toward ~91% for advanced EUV grades [V1]. India has effectively zero domestic capa
Relationships
- Controlled byTokyo Ohka Kogyo— Part of the ~87-91% Japanese photoresist oligopoly.
- Controlled byJSR Corporation— Part of the ~87-91% Japanese photoresist oligopoly.
- Controlled byShin-Etsu Chemical— Part of the ~87-91% Japanese photoresist oligopoly.
- Controlled byFujifilm— Part of the ~87-91% Japanese photoresist oligopoly.
- part ofSemiconductor Chemicals (opportunity stream)— Photoresist sits in the chemicals stream; the sharpest chokepoint.
- Controlled byFujifilm Electronic Materials— Part of the Japanese photoresist oligopoly (~87-91 percent combined).