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Pick a company to see where it actually produces — every country in its footprint, shaded by capacity share — overlaid with the countries whose register actions name it (severity ring + action count), plus violet arcs to the chokepoint countries its material inputs depend on. The map is a lens; the dossier and register are the source of record.
Soitec SE produces across 2 countries — 58% of mapped capacity sits in 🇫🇷 France (HQ 🇫🇷 France).
material exposures: silicon · gallium · tantalum · niobium · lithium · helium
1 register action name Soitec SE, issued from 1 country (top: 🇫🇷 France ×1) — 1 of those also sit in its production footprint (regulator ∩ producer).
Latest: 🇫🇷 EIB provides EUR 150 million loan to Soitec for next-generation SOI wafer R&D · 2025-09-10 · 391d ago
Its 6 scored input materials trace to 3 supplier countries — 2 refine >70% in a single country. Top input chokepoint: 🇨🇳 China (gallium 98%, silicon 80%, lithium 65%, +1) — nearest ex-🇨🇳 gallium producer: 🇷🇺 Russia ~1% — ~12-24mo to ramp (share-of-stage heuristic, not a sourced qualification time).Armed chokepoint: 🇨🇳 China has itself issued 10 register actions restricting the inputs it already dominates — gallium (5), germanium-gallium (3), silicon (2) — max severity 5/5. This share is a demonstrated lever, not just a concentration.Latest: China MOFCOM Preliminary Anti-Dumping Ruling on Japanese Dichlorosilane (DCS) Imports · 2026-09-07 · 29d ago
Substitutes & lead-time to switch: silicon → · gallium → · niobium → · lithium → · helium →
Overlap node: 🇫🇷 France sits in two of the three layers — 58% of mapped capacity · 1 action naming Soitec SE (max sev 2/5). It regulates the company inside its own borders — exposure is operational, not just trade-facing. its FR actions →
Named counterparties: this dossier names 1 firm with a source; 1 is in this corpus with a mapped footprint, and 1 of those produces in a country already on this map (🇸🇬 Singapore · 🇺🇸 United States) — the named end of an exposure the country layers show anonymously.GLOBALFOUNDRIES Inc. (customer) 🇸🇬 SG ◆ ◆ = produces in a country already on this map.3 other dossiers name Soitec SE from the other side (customer).
Reading the map: green shading = the company's production countries by capacity share, with dots at facility cities (dashed = approximate, country-level). Violet arcs = INPUT DEPENDENCIES — they run from the country that dominates world production/refining of a material the company consumes to the company's base; the % is that country's share of world supply at the named stage, NOT an import/export volume. Severity rings = countries whose register actions name the company.