Carl Zeiss SMT → Intel
Yes, wafergraph tracks Carl Zeiss SMT as a supplier of Intel, as of 2026-10-09. Intel sources from 200 tracked suppliers in this dataset; Carl Zeiss SMT is positioned as a monopoly in Equipment (Front End), so this edge is harder to replace than a challenger or niche supplier.
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
Carl Zeiss SMT (monopoly in Equipment (Front End)) is a tracked supplier of Intel (major in IDM). Sole maker of the precision optics inside every ASML lithography system. x86 CPU IDM building an external foundry business on 18A and beyond. The edge is one of 200 tracked suppliers of Intel and one of 8 tracked customers of Carl Zeiss SMT.
Source: derived from both company records and the counted edges.
Concentration / risk note
Carl Zeiss SMT is positioned as a monopoly 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
Carl Zeiss SMT (supplier)
Sole maker of the precision optics inside every ASML lithography system.
Intel (customer)
x86 CPU IDM building an external foundry business on 18A and beyond.
Other tracked suppliers of Intel
Other tracked customers of Carl Zeiss SMT
Frequently asked questions2
- How many suppliers does Intel have?
- The dataset records 200 tracked suppliers for Intel.
- How many customers does Carl Zeiss SMT have?
- The dataset records 8 tracked customers for Carl Zeiss SMT.
Cite as: wafergraph, “Carl Zeiss SMT → Intel — supplier relationship in the semiconductor supply chain”, https://wafergraph.com/relationship/zeiss_smt/intel/ (data as of 2026-10-09).
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