Scrutica
Seismic exposure modeling for the semiconductor supply chain, assessing Japan's concentration of silicon wafer production, NAND/DRAM fabrication, and specialized SME against historical and projected fault ruptures.
Japan's near-monopoly on critical semiconductor materials and equipment concentrates natural disaster exposure at a single geography. This models how major seismic events reshape global compute access.
Japan supplies the silicon wafers, semiconductor equipment, and one of the three merchant HBM production lines that AI GPUs cannot ship without — with Micron contributing roughly 19% of global HBM (Q3 2025) from Hiroshima alongside the country's dominant SUMCO / Shin-Etsu wafer supply. A M9 event in the active zone sits within JMA Intensity 6+ of 4 memory fabs; the 2011 Tohoku precedent — a 6-month wafer outage — propagated through every advanced-process supply chain on the planet.