{
  "schema": "careeron.evidence/1",
  "digest": "ev1_d990fed30e084a74",
  "generatedOn": "2026-11-13",
  "locale": "en",
  "article": {
    "id": "33673b67-b466-4597-928d-0c1aed555697",
    "slug": "the-companies-a-fab-cannot-run-without",
    "title": "The companies a fab cannot run without",
    "publishedOn": "2026-09-29",
    "lastReviewedOn": "2026-09-29",
    "factChecked": true
  },
  "counts": {
    "citations": 8,
    "citationsLinked": 8,
    "citationsAttested": 0,
    "citationsProbed": 8,
    "citationsReachable": 8,
    "figures": 1,
    "corrections": 0
  },
  "citations": [
    {
      "ref": "S1",
      "publisher": "ASML Holding N.V.",
      "title": "Annual Report 2025 based on IFRS (PDF)",
      "url": "https://ourbrand.asml.com/m/6ea363f69344ebd4/original/asml-2025-annual-report-based-on-ifrs.pdf",
      "publishedOn": "2026-02-25",
      "datePrecision": "day",
      "supports": "ASML is currently the world’s only manufacturer of EUV lithography systems. ... our sole supplier of lenses, mirrors, illuminators, collectors and other critical optical components (which we refer to as optics). ... We have an exclusive arrangement with Carl Zeiss SMT.",
      "identity": {
        "legalName": "ASML Holding N.V.",
        "jurisdiction": "NL",
        "register": null,
        "registerId": null,
        "registerUrl": null,
        "attestedOn": null,
        "attested": false
      },
      "reachability": {
        "verdict": "live",
        "probedOn": "2026-11-04",
        "statusCode": 206
      },
      "corrections": []
    },
    {
      "ref": "S2",
      "publisher": "Shin-Etsu Chemical",
      "title": "Annual Report 2025, fiscal year ended 31 March 2025 (PDF)",
      "url": "https://shinetsu.co.jp/wp-content/uploads/2025/07/Annual-Report-2025.pdf",
      "publishedOn": "2025-07-31",
      "datePrecision": "day",
      "supports": "In addition to our world-leading share in silicon wafers, we provide various materials that are essential for semiconductor manufacturing.",
      "identity": null,
      "reachability": {
        "verdict": "live",
        "probedOn": "2026-11-04",
        "statusCode": 206
      },
      "corrections": []
    },
    {
      "ref": "S3",
      "publisher": "Lasertec",
      "title": "Lasertec Releases ACTIS A200HiT Series Actinic EUV Patterned Mask Inspection System",
      "url": "https://lasertec.co.jp/en/news/2025/20251031_3912.html",
      "publishedOn": "2025-10-31",
      "datePrecision": "day",
      "supports": "In 2019, Lasertec launched the world’s first actinic",
      "identity": null,
      "reachability": {
        "verdict": "live",
        "probedOn": "2026-11-04",
        "statusCode": 200
      },
      "corrections": []
    },
    {
      "ref": "S4",
      "publisher": "Soitec",
      "title": "Soitec Reports Fiscal 2026 Full-Year Results (PDF)",
      "url": "https://soitec.com/docs/default-source/financial-documents/2025-2026/en/soitec-fy%2726-pr---en.pdf",
      "publishedOn": "2026-05-27",
      "datePrecision": "day",
      "supports": "a world leader in the design and manufacturing of innovative semiconductor materials",
      "identity": {
        "legalName": null,
        "jurisdiction": null,
        "register": null,
        "registerId": null,
        "registerUrl": null,
        "attestedOn": null,
        "attested": false
      },
      "reachability": {
        "verdict": "live",
        "probedOn": "2026-11-04",
        "statusCode": 206
      },
      "corrections": []
    },
    {
      "ref": "S5",
      "publisher": "STMicroelectronics",
      "title": "Annual Report on Form 20-F for the fiscal year ended December 31, 2025",
      "url": "https://sec.gov/Archives/edgar/data/932787/000093278726000009/stm-20251231.htm",
      "publishedOn": "2026-02-26",
      "datePrecision": "day",
      "supports": "it is difficult to replace any one supplier or provider with another",
      "identity": {
        "legalName": "STMicroelectronics N.V.",
        "jurisdiction": "NL",
        "register": null,
        "registerId": null,
        "registerUrl": null,
        "attestedOn": null,
        "attested": false
      },
      "reachability": {
        "verdict": "live",
        "probedOn": "2026-11-04",
        "statusCode": 200
      },
      "corrections": []
    },
    {
      "ref": "S6",
      "publisher": "Shin-Etsu Chemical",
      "title": "Annual Report 2026, At a Glance chapter, fiscal year ended 31 March 2026 (PDF)",
      "url": "https://shinetsu.co.jp/wp-content/uploads/2026/08/00_Contents_At-a-Glance.pdf",
      "publishedOn": "2026-08-01",
      "datePrecision": "month",
      "supports": "We produce silicon wafers, a key semiconductor material, as well as photoresists, photomask blanks, and encapsulating materials used in the semiconductor manufacturing process.",
      "identity": null,
      "reachability": {
        "verdict": "live",
        "probedOn": "2026-11-04",
        "statusCode": 206
      },
      "corrections": []
    },
    {
      "ref": "S7",
      "publisher": "Carl Zeiss SMT",
      "title": "ZEISS Group Annual Report 2024/25, fiscal year ended 30 September 2025 (PDF)",
      "url": "https://asset-downloads.zeiss.com/catalogs/download/cco2/c026d158-e8ca-4cbe-ac7f-8ef3541ed925/ZEISS_Gruppe_Gescha_ftsbericht_2024-25_EN_826455_0.pdf",
      "publishedOn": "2025-12-17",
      "datePrecision": "day",
      "supports": "The lithography optics from ZEISS are at the heart of wafer scanners.",
      "identity": {
        "legalName": null,
        "jurisdiction": null,
        "register": null,
        "registerId": null,
        "registerUrl": null,
        "attestedOn": null,
        "attested": false
      },
      "reachability": {
        "verdict": "live",
        "probedOn": "2026-11-04",
        "statusCode": 206
      },
      "corrections": []
    },
    {
      "ref": "S8",
      "publisher": "Soitec",
      "title": "Universal Registration Document 2025-2026, filed with the AMF (PDF)",
      "url": "https://soitec.com/docs/default-source/agm-documents/2026/en/soitec---2025-2026-urd---va.pdf",
      "publishedOn": "2026-06-10",
      "datePrecision": "day",
      "supports": "it is both a strategic supplier for 200 mm and 300 mm bulk wafers and a competitor, as well as a minority shareholder.",
      "identity": {
        "legalName": null,
        "jurisdiction": null,
        "register": null,
        "registerId": null,
        "registerUrl": null,
        "attestedOn": null,
        "attested": false
      },
      "reachability": {
        "verdict": "live",
        "probedOn": "2026-11-04",
        "statusCode": 206
      },
      "corrections": []
    }
  ],
  "figures": [
    {
      "figure": "24.9%",
      "normal": "percent:2.49000e+1",
      "sentence": "On 25 February 2026 ASML approved an annual report that says two things about the same machine: that ASML is the world’s only manufacturer of EUV lithography systems, and that the number of those systems it can build is limited by one supplier, Carl Zeiss SMT, in whose holding company it owns a 24.9% equity interest.",
      "provenance": "prose",
      "citationRef": "S1"
    }
  ],
  "boundaries": [
    "This manifest lists the structured evidence held for this article. It is not a claim that every sentence carries a citation.",
    "Reachability is the verdict of our last automated probe of each link. Where no probe proved a verdict, the manifest says so rather than assuming the document is live.",
    "Corrections are limited to changes filed after publication through the editorial desk. Changes made before this record existed are not covered.",
    "No individual is named. Who edited, reviewed or probed a source is recorded internally and is not part of this export.",
    "The digest fingerprints the evidence, not the export date. Two exports of unchanged evidence carry the same digest."
  ]
}