SUSS MicroTec

semiconductor·🇩🇪 Germany·✓ Company-verified

SUSS MicroTec SE (XETRA: SMHN) is a German precision-equipment maker for semiconductor and advanced-packaging manufacturing — it does not fab chips itself, it builds the tools chipmakers, MEMS/compound-semiconductor fabs and OSAT/advanced-packaging houses use.

Supply-risk report · CRMA Art. 20–25 assessment Policy outlook · threats, impact & strategy

/ 100

High

Binding chokepoint

silicon 77

Controller

🇨🇳 CN 80%

Measures, 24m

54 · 0 total mentions

Scored exposures

4 materials

Its binding exposure, silicon, is controlled by CN at 80% of refined output.

Corporate structure

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DUPLICATE-ENTITY FLAG (found during 2026-09-13 wake-verify pass): this dossier and suess-microtech.md share the same LEI (529900C3KRUTSYDK7N87) and describe the same legal entity, SUSS MicroTec SE (Sternenfels/Garching DE + Zhubei/Hsinchu TW) -- suess-microtech.md carries the umlaut spelling, this one does not, and both were minted as separate GATE 1 dossiers. Corpus dedup/merge is a strategist call, not wake-verifys -- flagged here, not merged.

Free float, subsidiaries & legal entitiesShow

Widely held, no controlling shareholder — largest disclosed holder Gerlin Participaties B.V.7.5%

Material exposure

4scored materials

Every exposure is read as a buyer dependency; the top 3 are its binding chokepoints.

silicon🇨🇳 CN 77

indium🇨🇳 CN 76

copper🇨🇳 CN 68

The other 1 exposuresShow

tin🇨🇳 CN 66

Supply-pressure direction · as consumer

rising2 of 4 exposures computable

As a buyer, policy pressure across its consumed materials is rising.

silicon🇨🇳 CN · bindingrising

copper🇨🇳 CNflat

indium🇨🇳 CNtoo few actions

Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.

1 moreShow

tin🇨🇳 CNtoo few actions

Policy measures, last 24 months

No actions in the register have named or swept this company in the last 24 months.

See all in the register →

If passed, would hit their inputs

28proposals matching this company's materials

DRC — Interministerial Arrêté Banning Export of Unprocessed Copper and Cobalt Concentrates (29 June 2026, replaces 4 August 2023 framework)🇨🇩 highcopper, cobalt

Zambia SI No. 43 of 2026 — Customs and Excise (Suspension) (Copper Concentrates) (No. 2) Regulations, 2026🇿🇲 highcopper, cobalt

African Union / AfDB — continental harmonisation of mining legislation toward a ban on unprocessed critical-mineral ore exports (Abidjan Ministerial Forum outcome) lowcobalt, copper, lithium, manganese, bauxite, graphite, rare-earths

3 more of 25Show

China — MOFCOM/GACC suspension of ordinary industrial & smelter-byproduct sulfuric acid exports (in force from 1 May 2026)🇨🇳 highcopper, phosphate, sulphur

Kazakhstan Subsoil Code 2026 amendments — domestic-content rise to 70% (incl. uranium), geological-data digitisation, e-auctions, strategic-investor priority right🇰🇿 highuranium, copper, rare-earths, chromium

Manara Minerals (Saudi PIF / Ma'aden JV) — 15-20% stake acquisition in First Quantum Minerals' Zambian copper-nickel assets🇸🇦 lowcopper, nickel, cobalt

Supplier alternatives

4of 4 exposures have a viable non-dominant substitute · avg lead 6mo

silicon🇨🇳 CN 80% → 🇩🇪 DE6-12mo

indium🇨🇳 CN 69% → 🇰🇷 KR0-6mo

copper🇨🇳 CN 48% → 🇨🇩 CD6-12mo

1 moreShow

tin🇨🇳 CN 55% → 🇮🇩 ID0-6mo

Traders & procurement channels

2named-material houses of 4 tracked

Wogen plcLondonindium

Strategic Metal InvestDiepholz, Germany / UK affiliateindium

TraxysLuxembourgbroad universe

Full channel directory →

1 moreShow

Tradium GmbHFrankfurtbroad universe

No dated actions on record. Material exposures are company-verified; scores are footprint-adjusted and buyer-relative.

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SUSS MicroTec

semiconductor·🇩🇪 Germany·✓ Company-verified