Exhibit 5
Chemical × Cascade Matrix
Which chemicals feed which cascades. Ordered by severity. Producer count = globally qualified at required spec.
Chemical AI Fab EV Cooling Nuclear Sev Producers
ABF Resin51
UF₆ (HALEU)54
12N UHP HF46
EUV PAG44
NF₃45
CNT Pellicle42
EUV Photoresist44
PFPE Fluid43
Spherical Silica34
LiPF₆36
Chemicals per cascade7222AI fab: broadest exposure
Sources: Producer concentration from TrendForce, company filings, industry reports (2024–2026). ForcedAlpha Supply Chain Intelligence Graph.
FORCED ALPHA