Supply chain & geography · 2026-W19
Where Microcontrollers are made.
Country-level concentration, chokepoint risk, and SEC 10-K receipts — the physical substrate AI's memory of this category sits on top of.
385 facilities across 30 countries, concentrated in the US (20%). Taiwan Strait exposure: ELEVATED.Taiwan Strait · Elevated
US24%
United States
JP16%
Japan
CN17%
China
GB4%
United Kingdom
DE7%
Germany
Chokepoint exposure
Taiwan Strait30% of sites exposedElevated
South China Sea34% of sites exposedModerate
Bab el-Mandeb1% of sites exposedLow
Receipts · the brands' own SEC 10-K filings
“We subcontract a portion of our wafer fabrication and assembly and testing of our products, and we depend on third parties (including contractors and other service providers) to support key portions of our operations (including manufacturing operations and advanced logic manufacturing process technology development) and to construct our facilities. We do not have long-term contracts with all of these suppliers, and the number of alternate suppliers is limited.”
+ 2 more filings →← collapse filings
“Further, certain key materials used in semiconductor manufacturing are primarily sourced from limited geographies. Governments have adopted or proposed measures, including export controls on certain minerals, materials and equipment, that could adversely affect equipment and material availability, cost or movement.”
“We rely on outside wafer foundries for a significant portion of our wafer fabrication needs. Specifically, during fiscal 2025 and fiscal 2024, approximately 64% of our net sales came from products that were produced at outside wafer foundries.”
Source: tapes_geographic_risk_per_kim_slug · sha 3051b336a47da63c · joined across chokepoint_exposure_v2_dedup (c745e6daf6371322), corp_locations (4d8b3cbfc6d995bb), and sec_10k_supplier_dependence (462c3d1f592cf45d). Country shares weighted by AI mentions (n_claims). SEC quotes: tier_1_defensible only.
Different lens on this category
How AI describes Microcontrollers — CategoryRank Doorways & alignment →Substrate: 2026-W19. Country-level chokepoint risk and SEC 10-K receipts are pre-joined on the substrate side; this page just renders. Replayability + audit pointers on /methodology.