Loading…
Loading…
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.
STMicroelectronics N.V. produces across 7 countries — 30% of mapped capacity sits in 🇮🇹 Italy (HQ 🇫🇷 France).
material exposures: silicon · tin · tantalum · tungsten · cobalt · gallium · germanium · copper · silver
6 register actions name STMicroelectronics N.V., issued from 4 countries (top: 🇪🇺 European Union ×2)
Latest: 🇪🇺 EU Chips Act 2.0 — Commission proposal to replace Regulation (EU) 2023/1781 with €120bn mobilisation target and demand-side measures · 2026-06-03 · 127d ago
Its 9 scored input materials trace to 2 supplier countries — 1 refines >70% in a single country. Top input chokepoint: 🇨🇳 China (gallium 98%, tungsten 90%, silicon 80%, +5) — 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 17 register actions restricting the inputs it already dominates — gallium (5), cobalt (4), tungsten (4), germanium-gallium (3), +1 more — 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 · 31d ago
Substitutes & lead-time to switch: silicon → · tin → · tungsten → · cobalt → · gallium → · germanium → · copper → · silver →
Overlap node: 🇨🇳 China sits in two of the three layers — 5% of mapped capacity · dominant world supplier of 8 scored inputs (gallium 98%). It hosts capacity AND controls an input feeding it — a two-sided lever.
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 (🇨🇳 China) — the named end of an exposure the country layers show anonymously.Apple Inc. (customer) 🇨🇳 CN ◆ ◆ = produces in a country already on this map.
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.