{"slug":"dongjin-semichem","name":"동진쎄미켐","name_en":"Dongjin Semichem","ticker":"005290.KQ","updated_at":"2026-07-12T04:06:32.688794+00:00","canonical":"https://valuechain.wiki/dongjin-semichem","same_as":["https://finance.yahoo.com/quote/005290.KQ","https://finance.naver.com/item/main.naver?code=005290"],"citable":"밸류체인 그래프 기준 동진쎄미켐의 직접 연결 기업은 2곳(관계 기준 공급 0·매출 2)이고, 사슬을 2차까지 넓히면 9곳에 닿는다. 링크의 근거 출처는 4건이며 그중 1차공시가 1건이다 (valuechain.wiki, 2026-07-12 기준).","citable_en":"Per the valuechain.wiki graph, Dongjin Semichem is directly linked to 2 companies (0 supply, 2 revenue relationships) and reaches 9 companies within two hops; the links are backed by 4 dated sources, 1 of them primary filings (as of 2026-07-12).","kicker":"코스닥 · 반도체 소재 · 국내 유일 EUV 포토레지스트","kicker_en":"KOSDAQ · Semi materials · Korea's only EUV photoresist","lead":"반도체 소재 기업으로 국내 유일의 EUV 포토레지스트 제조사. FY2025 매출 약 1조 1,941억원(전자재료 9,608억). 삼성전자(3nm·DRAM)와 SK하이닉스(HBM용 CMP 슬러리)에 포토레지스트·식각액·CMP 슬러리를 공급한다.","lead_en":"A semiconductor-materials maker and Korea’s only domestic EUV photoresist producer. FY2025 revenue about ₩1.19T (electronic materials ₩961B). Supplies photoresist, etchant and CMP slurry to Samsung (3nm/DRAM) and SK hynix (HBM CMP slurry).","segments":{"fy":2025,"parts":[{"desc":"EUV PR·CMP 슬러리·식각액·박리액 (매출 9,608억)","name":"전자재료(반도체)"},{"desc":"발포제 등","name":"정밀화학"}],"total":"FY2025 매출 약 ₩1.19조 (전자재료 9,608억)","source":"https://dart.fss.or.kr/dsae001/selectPopup.do?selectKey=00118804","private":false,"concentration":"국내 유일 EUV PR. 고객 삼성전자·SK하이닉스·LG디스플레이."},"segments_en":{"parts":[{"desc":"EUV PR, CMP slurry, etchant, stripper (₩961B)","name":"Electronic materials"},{"desc":"Blowing agents, etc.","name":"Fine chemicals"}],"total":"FY2025 revenue about ₩1.19T (electronic materials ₩961B)","concentration":"Korea’s only EUV PR maker. 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Electronics","tier":1,"returns_yearly":{"2021":-9,"2022":-14.2,"2023":20.9,"2024":-26.4,"2025":212.9,"2026":77.9}}],"benefiting":[],"analysis":"투자 논점은 국내 유일의 EUV 포토레지스트 제조라는 소재 국산화 지위와 삼성 편중의 양면성이다. EUV PR은 일본(JSR·TOK 등)이 사실상 장악한 고난도 소재로, 동진쎄미켐이 삼성전자와 공동개발해 3nm·D램 라인에 양산 공급하며 국산 대체의 유일 축이 됐다 — 매출의 ~59%(2025 3Q)가 삼성이라 삼성 선단 공정 램프에 실적이 직결된다. 여기에 SK하이닉스 HBM용 CMP 슬러리를 신규 공급하며 기존 독점 구조를 깨 고객·품목을 넓히는 중이고, 포토레지스트·식각액·CMP 슬러리를 함께 대는 소재 다각화가 사이클 방어막이다. 위험은 삼성 의존도(59%)가 높아 삼성 capex·가동률 변동에 크게 흔들리고, EUV PR 원료·단량체가 해외 조달에 노출된다는 점이다.","analysis_en":"The thesis is a materials-localization position as Korea's only EUV photoresist maker, and the two-sidedness of Samsung concentration. EUV PR is a difficult material effectively dominated by Japan (JSR, TOK), and Dongjin, co-developing with Samsung, mass-supplies its 3nm and DRAM lines as the sole domestic-substitution axis — with ~59% of revenue from Samsung (Q3 2025), results are directly tied to Samsung's leading-edge ramp. It is also newly supplying CMP slurry for SK hynix HBM, breaking a prior single-supplier structure and widening customers and products, while supplying photoresist, etchant and CMP slurry together provides a cycle buffer. Risks are high Samsung dependence (59%), which swings with Samsung capex/utilization, and EUV-PR feedstock/monomers exposed to foreign sourcing.","analysis_asof":"2026-07-10"},"edges":[{"direction":"revenue","counterparty":"삼성전자","counterparty_slug":"samsung-electronics","confidence":"high","metric":{"type":"revenue_share","unit":"%","basis":"동진쎄미켐 매출 중 삼성전자 비중","value":59,"period":"2025 3Q","basis_en":"Samsung’s share of Dongjin Semichem revenue"},"note":"삼성전자에 포토레지스트(EUV 포함)·반도체 소재 공급. 매출의 ~59%(2025 3Q)가 삼성, EUV PR 국산화 주역.","note_en":"Supplies photoresist (incl. EUV) and chemicals to Samsung — ~59% of revenue (Q3 2025); pioneered domestic EUV PR.","sources":[{"stance":"confirms","publisher":"금융감독원 전자공시(DART)","publisher_en":"DART (Korea FSS)","kind":"filing","lang":"ko","published_at":"2026-03-20","url":"https://dart.fss.or.kr/dsae001/selectPopup.do?selectKey=00118804","title":"동진쎄미켐 사업보고서 (DART, 2025)","title_en":"Dongjin Semichem annual report (DART, 2025)","excerpt":"FY2025 매출 약 1.19조원(전자재료 9,608억).","excerpt_en":"FY2025 revenue about ₩1.19T (electronic materials ₩961B)."},{"stance":"confirms","publisher":"한국경제TV","publisher_en":"Korea Economic TV","kind":"news","lang":"ko","published_at":"2025-12-02","url":"https://www.wowtv.co.kr/NewsCenter/News/Read?articleId=A202512020405","title":"동진쎄미켐, 삼성전자 매출 비중 59% (포토레지스트 양산 대안)","title_en":"Dongjin Semichem: Samsung is 59% of revenue (photoresist)","excerpt":"삼성 비중 2019년 20%대→2025 3Q 59%.","excerpt_en":"Samsung share rose from ~20% (2019) to 59% (Q3 2025)."},{"stance":"confirms","publisher":"전자신문(영문)","publisher_en":"ETNews","kind":"news","lang":"en","published_at":"2021-12-20","url":"https://english.etnews.com/20211220200001","title":"동진쎄미켐, EUV 포토레지스트 국산화","title_en":"Dongjin Semichem localizes EUV photoresist","excerpt":"삼성과 공동개발한 EUV PR이 신뢰성 테스트를 통과, 국산화.","excerpt_en":"EUV PR co-developed with Samsung passed reliability tests, localizing supply."},{"stance":"confirms","publisher":"디일렉","publisher_en":"TheElec","kind":"news","lang":"ko","published_at":null,"url":"https://www.thelec.kr/news/articleView.html?idxno=21931","title":"동진쎄미켐, 'EUV 네거티브 PR' 양산…삼성전자 공급","title_en":"Dongjin Semichem mass-produces EUV negative PR, supplies Samsung","excerpt":"동진쎄미켐이 EUV 네거티브 PR을 양산해 삼성전자에 공급.","excerpt_en":"Dongjin mass-produces EUV negative PR and supplies Samsung."}]},{"direction":"revenue","counterparty":"SK하이닉스","counterparty_slug":"sk-hynix","confidence":"mid","metric":null,"note":"SK하이닉스 HBM용 CMP 슬러리를 신규 공급 — 기존 단일 공급 구조를 깨고 고객·품목을 넓히는 진입점.","note_en":"Newly supplies CMP slurry for SK hynix HBM — an entry point breaking a prior single-supplier structure and widening customers/products.","sources":[{"stance":"confirms","publisher":"금융감독원 전자공시(DART)","publisher_en":"DART (Korea FSS)","kind":"filing","lang":"ko","published_at":"2026-03-20","url":"https://dart.fss.or.kr/dsae001/selectPopup.do?selectKey=00118804","title":"동진쎄미켐 사업보고서 (DART, 2025)","title_en":"Dongjin Semichem annual report (DART, 2025)","excerpt":"SK하이닉스 HBM용 CMP 슬러리 신규 공급.","excerpt_en":"New CMP slurry supply for SK hynix HBM."},{"stance":"mentions","publisher":"전자신문(영문)","publisher_en":"ETNews","kind":"news","lang":"en","published_at":"2021-12-20","url":"https://english.etnews.com/20211220200001","title":"동진쎄미켐, EUV 포토레지스트 국산화","title_en":"Dongjin Semichem localizes EUV photoresist","excerpt":"주요 고객에 SK하이닉스 포함.","excerpt_en":"Major customers include SK hynix."}]},{"direction":"revenue","counterparty":"디스플레이·기타 (LG디스플레이 등)","counterparty_slug":null,"confidence":"mid","metric":null,"note":"LG디스플레이 등에 디스플레이 소재·정밀화학 공급 — 반도체 사이클을 보완하는 매출원.","note_en":"Supplies display materials and fine chemicals to LG Display and others — a revenue source complementing the semiconductor cycle.","sources":[{"stance":"mentions","publisher":"금융감독원 전자공시(DART)","publisher_en":"DART (Korea FSS)","kind":"filing","lang":"ko","published_at":"2026-03-20","url":"https://dart.fss.or.kr/dsae001/selectPopup.do?selectKey=00118804","title":"동진쎄미켐 사업보고서 (DART, 2025)","title_en":"Dongjin Semichem annual report (DART, 2025)","excerpt":"전자재료 외 정밀화학·디스플레이 소재.","excerpt_en":"Fine chemicals and display materials beyond electronic materials."}]},{"direction":"cost","counterparty":"화학 원료·단량체 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"포토레지스트·식각액용 화학 원료·단량체 매입(공급사 비공개).","note_en":"Buys chemical feedstocks and monomers for PR/etchant (suppliers undisclosed).","sources":[{"stance":"mentions","publisher":"금융감독원 전자공시(DART)","publisher_en":"DART (Korea FSS)","kind":"filing","lang":"ko","published_at":"2026-03-20","url":"https://dart.fss.or.kr/dsae001/selectPopup.do?selectKey=00118804","title":"동진쎄미켐 사업보고서 (DART, 2025)","title_en":"Dongjin Semichem annual report (DART, 2025)","excerpt":"사업보고서: 원재료 매입.","excerpt_en":"Annual report: raw-material purchases."}]},{"direction":"cost","counterparty":"정제·포장 설비 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"정제·포장 설비·자재 매입(비공개).","note_en":"Buys purification and packaging equipment/materials (undisclosed).","sources":[{"stance":"mentions","publisher":"금융감독원 전자공시(DART)","publisher_en":"DART (Korea FSS)","kind":"filing","lang":"ko","published_at":"2026-03-20","url":"https://dart.fss.or.kr/dsae001/selectPopup.do?selectKey=00118804","title":"동진쎄미켐 사업보고서 (DART, 2025)","title_en":"Dongjin Semichem annual report (DART, 2025)","excerpt":"사업보고서: 설비·자재.","excerpt_en":"Annual report: equipment and materials."}]}]}