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What they make, where they produce, the materials that matter — then what is coming, what it would do to the business, and the moves available. Sector: semiconductor. Company profile →
DB HiTek (KRX: 000990) is a pure-play specialty semiconductor foundry headquartered in Bucheon, South Korea, running two 200mm (8-inch) wafer fabs — its original Bucheon campus and the Sangwoo campus in Eumseong-gun — with combined capacity of roughly 154,000 wafers/month. Unlike memory makers such as Samsung or SK Hynix, DB HiTek does not fabricate its own chip designs at volume for itself; it foundries analog and mixed-signal processes (BCDMOS, analog CMOS, power MOSFET/IGBT, CMOS image sensors) for around 400 customers, mainly serving display-driver ICs and power-management ICs for TVs, smartphones, PCs, industrial gear and automotive electronics. As Samsung and TSMC wind down legacy 8-inch capacity, trade press (TrendForce, Nov 2025) reports DB HiTek gaining share in mature-node analog foundry work.
Verbatim from the dossier's “What they do” section — sources on the company profile.
This is where DB HiTek Co., Ltd. produces — approximate output shares from its dossier — not where it sells. Sales geography is not yet in our corpus for any company, so we cannot compute exposure to measures that bite on where products ship: an extraterritorial re-export rule follows the shipment and its material content, not the factory. Where such a measure touches its materials, the policy sections below flag it — but its sales-side incidence is not computable yet, and we say so rather than substitute the production map for it.
Of everything in its products, we track the critical inputs — the materials whose supply is concentrated in few countries, policy-exposed, or hard to substitute — because those are the ones a single measure can move. Each carries its role in the product, quoted from the dossier's own exposure note.
Tungsten — structural component. Named directly in DB HiTek's own conflict-minerals policy as one of the four regulated 3TG minerals its suppliers must source from RMAP-certified smelters; used industry-wide as CVD tungsten via/contact plugs in analog and BCD back-end-of-line processing.
Gallium — trace additive today, rising. DB HiTek is developing a 650V E-mode GaN (gallium nitride) power-semiconductor line, running multi-project-wafer trials since December 2025 with mass production targeted for 2027; this is a new, low-volume line layered on top of the legacy silicon BCD business, not yet a bulk input.
Silicon — bulk input. The 200mm wafer substrate underlying every die DB HiTek produces; foundational but not itself a supply-concentration chokepoint at the wafer-fab tier.
Tin — structural component. The third of DB HiTek's named 3TG minerals; used in solder bumping and wire-bonding at the packaging tier.
Tantalum — structural component. Also named in DB HiTek's 3TG conflict-minerals policy; used as sputtering-target material and in tantalum capacitors common to analog/power-management chip packages.
Scope. The non-critical remainder of the bill of materials — structural steel, polymers, glass and the like — is not tracked here because it is not supply-constrained: this section covers the constrained inputs, which is where policy risk concentrates, not a full bill of materials.
The top 5 are ranked mechanically — what the instrument does (its transmission class: an export ban is not a reporting duty), × how close to law (stage-derived likelihood band, never a probability) × how much of your tracked bill of materials it touches. Each unfolds as a chain: trigger → what it hits → the response the instrument actually calls for. A measure touching a material you produce can be an opportunity, not a threat.
CD · stage passed-vote → high likelihood · touches tungstentantalum · flagged 14 Jun 2026, 113d pending
Royalty near-triples on Manono lithium project (Zijin Mining/La Cominière, DRC's first industrial lithium mine commissioning June 2026) and all DRC tantalum, niobium, tungsten, uranium, REE operators; reprices extraction economics across the entire DRC critical-mineral portfolio
source ↗Tungsten — structural component. Named directly in DB HiTek's own conflict-minerals policy as one of the four regulated 3TG minerals its suppliers must source from RMAP-certified smelters; used industry-wide as CVD tungsten via/contact plugs in analog and BCD back-end-of-line processing.
Tantalum — structural component. Also named in DB HiTek's 3TG conflict-minerals policy; used as sputtering-target material and in tantalum capacitors common to analog/power-management chip packages.
The filed text doesn't state this instrument's mechanism clearly enough to classify, so we don't guess a response — the measure text above is the read.
MW · stage passed-vote → high likelihood · touches tantalum · flagged 13 Aug 2026, 53d pending
President Peter Mutharika signed an executive order (dated 23 Oct 2025, effective 21 Oct 2025, announced at Sanjika Palace during a cabinet swearing-in) prohibiting the export of raw/unprocessed minerals extracted in Malawi — uranium, rare earth elements, niobium, graphite, tantalum, bauxite, coal, limestone, gemstones, heavy mineral sands, vermiculite, phosphate, rutile, gold, diamonds, copper and others — with an exemption for minerals processed/refined/value-added domestically per Malawian mining law. Announced alongside a suspension of new mining-licence issuance and a review of mining laws (2026/27 State of the Nation Address), plus a planned sovereign wealth fund. Stated rationale: local beneficiation, targeting up to USD 500m/yr once the Kasiya rutile/graphite deposit (Lilongwe) and Kangankunde rare-earth project (Balaka, Mkango Resources — Africa's prospective first new REE mine since 2017, targeting late-2026 production) are fully developed. Violators face fines/penalties under Malawian law. MW is currently the THINNEST country in the register (1 prior action) despite this breadth of minerals covered. Export-ban/beneficiation-mandate, same instrument class as Zimbabwe's SI 213/2022 raw-mineral bans and Guinea's 2026 gold-export ban already in the register.
source ↗Tantalum — structural component. Also named in DB HiTek's 3TG conflict-minerals policy; used as sputtering-target material and in tantalum capacitors common to analog/power-management chip packages.
The prohibition covers the raw/unprocessed form; material processed in Malawi stays exportable under the order's own exemption — so a Malawi processing route remains open alongside the alternatives below.
tantalum — Malawi holds no measurable share of world mining production in our table (2025 data), so this measure removes little measurable supply for you today; its weight is as precedent, not as a supply loss.
Supply outside 🇲🇼 MW: 🇨🇩 CD 52% · 🇷🇼 RW 16% · 🇳🇬 NG 16% · 🇧🇷 BR 7.6% — shares renormalised after removing MW.
EU · stage awaiting-signature → high likelihood · touches tungstengalliumsilicon · flagged 15 Jun 2026, 112d pending
Establishes the first legally binding "safe level" benchmark for EU strategic stocks of each of the 17 strategic raw materials listed in the CRMA Annex I; benchmarks used as reference by Member States, financial institutions, and industrial consumers to assess strategic supply risk; mandated every 2 years, so this is the first edition setting the baseline; informs CRMA Art. 23 monitoring obligations and is the evidential basis for Art. 24 corporate-reporting thresholds
source ↗Tungsten — structural component. Named directly in DB HiTek's own conflict-minerals policy as one of the four regulated 3TG minerals its suppliers must source from RMAP-certified smelters; used industry-wide as CVD tungsten via/contact plugs in analog and BCD back-end-of-line processing.
Gallium — trace additive today, rising. DB HiTek is developing a 650V E-mode GaN (gallium nitride) power-semiconductor line, running multi-project-wafer trials since December 2025 with mass production targeted for 2027; this is a new, low-volume line layered on top of the legacy silicon BCD business, not yet a bulk input.
Silicon — bulk input. The 200mm wafer substrate underlying every die DB HiTek produces; foundational but not itself a supply-concentration chokepoint at the wafer-fab tier.
This is a reporting / disclosure obligation — it does not prohibit importing from anywhere, so there is no supplier to switch and we list none. What you must do is what the measure's own text above describes: map the supply chain it covers, run the audit, and file. Its text states no filing deadline — we don't invent one.
Mapping your supply chain is exactly the work this obligation requires — your MacroLens exposure report is that map's starting point.
Further materials are covered in section 6 below.
TZ · stage awaiting-signature → high likelihood · touches silicon · flagged 28 Jun 2026, 99d pending
The same Finance Bill 2026/27 already tabled (Parliament-passed 23 June 2026, effective 1 July 2026) inserts a NEW export levy of "10% of the FOB value of the cargo OR TZS 200 per kilogram, whichever is higher" on exports of quartz minerals (HS 25. 06) and feldspar (HS 2529. 10. 00) via amendment to the Export Tax Act, Cap. 196 — a distinct beneficiation-forcing EXPORT-TAX instrument that pushes raw quartz/feldspar exporters toward in-country value-addition. 196), and neither existing entry mentions it; (2) material-relevant — quartz HS 25. 06 covers high-purity/silica quartz feeding the silicon→semiconductor/solar value chain, so a Tanzanian export tax re-prices a raw-silica supply node; the same "rocks to riches" beneficiation logic Tanzania applies elsewhere; (3) part of the wider African raw-mineral-export-tax wave (cf. Zimbabwe 10% lithium-concentrate levy, Namibia unprocessed-mineral ban, Guinea bauxite reference price).
source ↗Silicon — bulk input. The 200mm wafer substrate underlying every die DB HiTek produces; foundational but not itself a supply-concentration chokepoint at the wafer-fab tier.
This changes the form of what TZ exports, not whether you can buy: raw/unprocessed exports are restricted while domestically processed material stays available — that is the measure's own mechanism. Your TZ-origin raw feed becomes processed-only; the route is a value-added purchase or a TZ processing partner, not a supplier switch.
Secondary — only if you need to avoid TZ entirely: silicon supply outside TZ is 🇨🇳 CN 86%, 🇧🇷 BR 3.9%, 🇳🇴 NO 2.8% (shares renormalised after removing TZ).
NG · stage awaiting-signature → high likelihood · touches tin · flagged 14 Jun 2026, 113d pending
Prohibits raw mineral exports unless 30% value-addition achieved domestically; affects Chinese mining companies (dominant in Nigerian critical minerals sector), Western offtake agreements, and all foreign-invested mining JVs; builds on existing eMC+ digital cadastre and mandatory value-addition plans introduced Nov 2024; could force processing-plant investment or suspension of raw mineral shipments from Africa's most populous economy; RMRDC = Raw Materials Research and Development Council (the sponsoring agency)
source ↗Tin — structural component. The third of DB HiTek's named 3TG minerals; used in solder bumping and wire-bonding at the packaging tier.
This changes the form of what Nigeria exports, not whether you can buy: raw/unprocessed exports are restricted while domestically processed material stays available — that is the measure's own mechanism. Your Nigeria-origin raw feed becomes processed-only; the route is a value-added purchase or a Nigeria processing partner, not a supplier switch.
Secondary — only if you need to avoid Nigeria entirely: tin supply outside NG is 🇨🇳 CN 26%, 🇮🇩 ID 23%, 🇵🇪 PE 12% (shares renormalised after removing NG).
Mandates 15% free-carried interest for Uganda National Mining Company (UNMC) in all new mining licences; introduces mandatory mineral buying centres; tightens local-content and value-addition obligat…
RESourceEU (COM(2025) 945, 3 Dec 2025) commits the Commission to establish a **European Critical Raw Materials Centre** in early 2026 with four functions: (a) generate **systemic market intelligence…
Mongolia's cabinet approved and submitted to the State Great Khural a draft amending ~40% of the 2006 Minerals Law: (i) cuts the maximum exploration-licence duration from 12 to 6 years while raising…
New general mining law (distinct from PL-157 lithium/evaporites bill already in index): 20-year tax stability regime for mining projects; eliminates the 12.
Indonesia = ~20% of global refined tin exports (Bangka Belitung); a ban on refined-tin exports would force downstream solder/semiconductor-packaging manufacturing domestically; disrupts global electr…
Requires US allies — primarily the Netherlands (ASML) and Japan (Tokyo Electron, Shin-Etsu) — to align their national export controls on advanced semiconductor manufacturing equipment with US BIS res…
Taiwan ITA (International Trade Administration, MOEA) launched a 60-day public consultation on planned revisions to the SHTC (Sensitive High-Tech Commodity) controlled-goods export list to add AI chi…
Second wave of CRMA Art.
The Energy and Mineral Resources Ministry (ESDM) and Ministry of Finance announced May 11, 2026 that the implementation of higher tiered royalty rates under Government Regulation (PP) 19/2025 — cover…
Reuters (exclusive, multiple sources) reported 31 Dec 2025 that Chinese authorities have been requiring domestic chipmakers to source at least 50% of equipment spend from Chinese toolmakers when appl…
If enacted, first Taiwan restriction covering all Chinese customers (not just blacklisted entities); would require Taiwanese OEMs (Foxconn, Pegatron, ASUS, Quanta, Wiwynn), server makers, and compone…
2 of 50 filed an explicit in-force stage; the rest (flagged below) default from an absent stage: field, not a filed assertion. Each links to the register entry with its primary source.
⚠ Extraterritorial measure — switching supplier origin may not exit its scope.
China MOFCOM Announcement No. 1 [2026] — country-specific dual-use export controls on Japan claims reach over foreign-made goods (“extraterritorial”) — the rule follows the material, not the seller, so an alternative outside the issuer can still be captured if its products contain or are made with in-scope inputs. Verify each alternative's feedstock origin before treating it as an exit.
⚠ Extraterritorial measure — switching supplier origin may not exit its scope.
China State Council enacts unified Regulations on Export Control of Dual-Use Items claims reach over foreign-made goods (“extraterritorial”) — the rule follows the material, not the seller, so an alternative outside the issuer can still be captured if its products contain or are made with in-scope inputs. Verify each alternative's feedstock origin before treating it as an exit.
For a material it buys, a restriction tightens supply and raises input cost — a headwind. Scores are footprint-adjusted and buyer-relative (0–100, higher = more exposed).
Its customers sit in semiconductors. A measure supporting those sectors supports demand for this company's products; one restricting them puts that demand at risk. The sign shown is the mechanical read — click through to judge whether a measure protects or constrains the customer.
For each bought material: the ex-controller producers a procurement team can actually reach, from the alternatives map (derived 2026-10-05), viability-gated — each name carries its deployment status (with the verbatim dossier phrase it rests on), a capture check against the measure being escaped, and any contracted-capacity evidence. Deployable-now names sort first; a developer with zero tonnes is shown demoted, never dressed up as a switch you can make today. Tradability is inherited from the listing layer, never guessed.
⚠ Extraterritorial measure — switching supplier origin may not exit its scope.
China MOFCOM Announcement No. 1 [2026] — country-specific dual-use export controls on Japan claims reach over foreign-made goods (“extraterritorial”) — the rule follows the material, not the seller, so an alternative outside the issuer can still be captured if its products contain or are made with in-scope inputs. Verify each alternative's feedstock origin before treating it as an exit.
+1 more tradable names, ranked below these by the same gate.
⚠ Extraterritorial measure — switching supplier origin may not exit its scope.
China State Council enacts unified Regulations on Export Control of Dual-Use Items claims reach over foreign-made goods (“extraterritorial”) — the rule follows the material, not the seller, so an alternative outside the issuer can still be captured if its products contain or are made with in-scope inputs. Verify each alternative's feedstock origin before treating it as an exit.
+5 more tradable names, ranked below these by the same gate.
No deployment evidence in our corpus for the names below. Treat them as a research bench, not a switch you can make today.
+10 more tradable names, ranked below these by the same gate.
lib/policy-transmission.ts): an export prohibition in the measure's name/text → supply restriction; a raw/unprocessed-export limit or local-processing mandate → beneficiation (form change, not unavailability); reporting/disclosure/due-diligence language → compliance obligation; tariff/trade-remedy language → import cost; subsidy/fast-track/relaxation language → support; investment-screening/M&A language → investment control. When the text carries no signal we fall back to the action-type default and label the chip inferred; when neither exists the card says so and derives no response — we never assert a class the evidence doesn't support.lib/iptm-material-country-production.ts; mining stage preferred, refining as fallback — the stage and source year are in each figure's hover text). Ex-issuer supply removes the ISSUING country and renormalises the remaining listed shares (so they sum to 100% of what's left) — alternatives to the country making the rule, never a default ex-China list. Where the issuer holds no measurable share, the card says so plainly instead of implying supply loss.lib/alternative-viability.ts): each named alternative carries a deployment status — operating / ramping / restarting / development / unknown — derived from word-boundary signal phrases in its own dossier (“operating since 1896”, “restarting the … mine”, “FID taken”), and the verbatim matched phrase is shown as the basis so the claim is auditable; a dossier with no signal stays unknown, never guessed. Any evidenced production date is quoted verbatim (“first production targeted H2 2029” → “no tonnes before 2029”) — we never synthesize one. A measure whose own text claims extraterritorial / re-export / de-minimis / foreign-direct-product / percentage-of-value scope triggers the origin-switching warning above the list: such a rule follows the material, not the seller, so a foreign-made alternative can still be captured. Same-issuer register actions targeting an alternative's country and material mark it may be captured, with the entries linked. “Capacity partly committed” lines quote the dossier verbatim — we hold no structured free-capacity numbers and never imply a utilisation figure.How MacroLens tracks this for you. The policy register files new measures daily and this page recomputes from it — the same chokepoints are monitored live on the watchlist and in the full register.