Carl Zeiss SMT → SMIC

Yes, wafergraph tracks Carl Zeiss SMT as a supplier of SMIC, as of 2026-10-09. SMIC sources from 168 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.

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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

Carl Zeiss SMT (monopoly in Equipment (Front End)) is a tracked supplier of SMIC (major in Foundry). Sole maker of the precision optics inside every ASML lithography system. China's largest foundry, pushing advanced nodes despite export controls. The edge is one of 168 tracked suppliers of SMIC 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.

SMIC (customer)

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

Other tracked suppliers of SMIC

Other tracked customers of Carl Zeiss SMT

Frequently asked questions2
How many suppliers does SMIC have?
The dataset records 168 tracked suppliers for SMIC.
How many customers does Carl Zeiss SMT have?
The dataset records 8 tracked customers for Carl Zeiss SMT.

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

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