Micron Technology supply chain risk

As of 2026-10-09, Micron Technology depends on 170 tracked suppliers headquartered in 18 countries (52 of them in Japan). 43 of those suppliers hold a monopoly or leader position in their own segment, led by ASML, Ajinomoto and Carl Zeiss SMT. Micron Technology itself carries a supply-chain criticality score of 68/100, with 235 tracked companies downstream of it.

Data as of 2026-10-09 · suppliers are the curated key_supplier edges in the wafergraph dataset (researched or segment-inferred — see /methodology) · criticality is the graph-derived chokepoint score, 0–100

Dominant and single-source suppliers

  • ASML — monopoly in Lithography, Netherlands criticality 100/100
  • Ajinomoto — monopoly in Substrates, Japan criticality 99/100
  • Carl Zeiss SMT — monopoly in Lithography, Germany criticality 100/100
  • TRUMPF — monopoly in Lithography, Germany criticality 100/100
  • Applied Materials — leader in Deposition, United States criticality 83/100
  • Lam Research — leader in Etch, United States criticality 83/100
  • KLA — leader in Metrology & Inspection, United States criticality 83/100
  • Linde — leader in Specialty Gases, United Kingdom criticality 83/100
  • Advantest — leader in Test Equipment, Japan criticality 82/100
  • Air Liquide — leader in Specialty Gases, France criticality 83/100
  • Atlas Copco — leader in Subsystems & Components, Sweden criticality 85/100
  • Shin-Etsu Chemical — leader in Silicon Wafers, Japan criticality 83/100
  • Unimicron — leader in Substrates, Taiwan criticality 81/100
  • Teradyne — leader in Test Equipment, United States criticality 81/100
  • HOYA — leader in Photomasks & Mask Blanks, Japan criticality 81/100
  • ASM International — leader in Deposition, Netherlands criticality 83/100
  • DISCO — leader in Assembly & Packaging Equipment, Japan criticality 81/100
  • Entegris — leader in Photoresists & Chemicals, United States criticality 81/100
  • Technoprobe — leader in Probe Cards, Italy criticality 81/100
  • VAT Group — leader in Subsystems & Components, Switzerland criticality 85/100
  • SCREEN Holdings — leader in Cleaning, Japan criticality 83/100
  • Hanmi Semiconductor — leader in Bonders, South Korea criticality 81/100
  • BE Semiconductor Industries — leader in Bonders, Netherlands criticality 81/100
  • Daifuku — leader in Subsystems & Components, Japan criticality 81/100
  • FormFactor — leader in Probe Cards, United States criticality 81/100
  • Silicon Motion — leader in Storage Controllers, Taiwan criticality 81/100
  • ASMPT — leader in Assembly & Packaging Equipment, Singapore criticality 82/100
  • Tokyo Ohka Kogyo — leader in Photoresists & Chemicals, Japan criticality 83/100
  • Kulicke & Soffa — leader in Bonders, Singapore criticality 82/100
  • AIXTRON — leader in Deposition, Germany criticality 93/100
  • HPSP — leader in Deposition, South Korea criticality 81/100
  • Adeia Inc. — leader in Semiconductor IP Licensing, United States criticality 83/100
  • Photronics — leader in Photomasks & Mask Blanks, United States criticality 83/100
  • Fujimi Incorporated — leader in CMP Slurries, Japan criticality 81/100
  • TOWA — leader in Assembly & Packaging Equipment, Japan criticality 82/100
  • Mitsui High-tec — leader in Packaging Materials (Leadframes, Bonding Wire), Japan criticality 82/100
  • Stella Chemifa — leader in Photoresists & Chemicals, Japan criticality 81/100
  • EV Group — leader in Bonders, Austria criticality 81/100
  • Ibiden — leader in Substrates, Japan criticality 81/100
  • IQE — leader in Silicon Wafers, United Kingdom criticality 81/100
  • JSR — leader in Photoresists & Chemicals, Japan criticality 83/100
  • SK Specialty — leader in Specialty Gases, South Korea criticality 81/100
  • Tokyo Electron — leader in Deposition, Japan criticality 83/100

A monopoly or leader supplier is the hardest to replace. These are the edges to watch first.

Suppliers by country

  • Japan — 52 suppliers (31%)
  • United States — 34 suppliers (20%)
  • South Korea — 29 suppliers (17%)
  • Taiwan — 14 suppliers (8%)
  • China — 11 suppliers (6%)
  • Germany — 8 suppliers (5%)
  • Switzerland — 4 suppliers (2%)
  • Netherlands — 3 suppliers (2%)
  • United Kingdom — 3 suppliers (2%)
  • Singapore — 2 suppliers (1%)
  • Austria — 2 suppliers (1%)
  • Israel — 2 suppliers (1%)
  • France — 1 supplier (1%)
  • Sweden — 1 supplier (1%)
  • Italy — 1 supplier (1%)
  • Hong Kong — 1 supplier (1%)
  • Belgium — 1 supplier (1%)
  • Hungary — 1 supplier (1%)

All 170 tracked suppliers

Downstream exposure

  • Criticality score: 68/100
  • Companies downstream of Micron Technology: 235
  • Tracked market cap downstream (priced companies only): $35.95T across 147 priced companies
Frequently asked questions3
How many suppliers does Micron Technology have?
wafergraph tracks 170 key suppliers for Micron Technology, across 18 countries.
Which of Micron Technology's suppliers are single-source risks?
ASML, Ajinomoto, Applied Materials, Lam Research and KLA hold monopoly or leader positions in their segments, which makes them the hardest suppliers for Micron Technology to replace.
What is Micron Technology's supply-chain criticality score?
Micron Technology scores 68/100 on wafergraph's chokepoint criticality index, with 235 tracked companies downstream.

Cite as: wafergraph, “Micron Technology supply chain risk — 170 suppliers, single-source exposure & criticality”, https://wafergraph.com/supply-chain-risk/micron (data as of 2026-10-09).

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