Daifuku → SMIC

Yes, wafergraph tracks Daifuku as a supplier of SMIC, as of 2026-10-09. SMIC sources from 168 tracked suppliers in this dataset; Daifuku is positioned as a leader in Equipment (Front End), so this edge is harder to replace than a challenger or niche supplier.

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Data as of 2026-10-09 · relationship type: tracked supplier → customer · both names resolve in companies.json · no dollar amount is shown unless it already sits on a company record, and none is invented here

Why this edge matters

Daifuku (leader in Equipment (Front End)) is a tracked supplier of SMIC (major in Foundry). Dominant supplier of automated material handling (OHT) inside fabs. China's largest foundry, pushing advanced nodes despite export controls. The edge is one of 168 tracked suppliers of SMIC and one of 7 tracked customers of Daifuku.

Source: derived from both company records and the counted edges.

Concentration / risk note

Daifuku is positioned as a leader in Equipment (Front End), so this edge is harder to replace than a challenger or niche supplier.

Basis: supplier position. Omitted on edges where the graph does not back a concentration claim.

The two companies

Daifuku (supplier)

Dominant supplier of automated material handling (OHT) inside fabs.

SMIC (customer)

China's largest foundry, pushing advanced nodes despite export controls.

Other tracked suppliers of SMIC

Other tracked customers of Daifuku

Frequently asked questions2
How many suppliers does SMIC have?
The dataset records 168 tracked suppliers for SMIC.
How many customers does Daifuku have?
The dataset records 7 tracked customers for Daifuku.

Cite as: wafergraph, “Daifuku → SMIC — supplier relationship in the semiconductor supply chain”, https://wafergraph.com/relationship/daifuku/smic/ (data as of 2026-10-09).

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