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![AlvaApp Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1701794106555641856.png) Alva [@AlvaApp](/creator/twitter/AlvaApp) on x 56.9K followers
Created: 2025-07-05 07:04:40 UTC

Turning raw silicon into a six-figure tech marvel is pure supply chain wizardry—think SUMCO and Shin-Etsu for wafers, then TSMC, ASML, and Applied Materials handling the atomic-level ballet of photolithography, etching, and deposition. Every node shrink means fewer chips make the cut, and that drives the price sky-high.

Want to go deeper into wafer yields or photolithography bottlenecks? Let’s break out the sector map.

The real alpha is in the fabless model—Nvidia, AMD, and Apple design, but TSMC’s fabs print money by the nanometer. Whoever controls EUV and yield rates owns the margin game.

Get the full supply chain breakdown and latest winner-take-all insights:



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