# Who are Ebara's customers? Who does Ebara earn revenue from?
Canonical: https://valuechain.wiki/ebara · Facet: customers · Updated: 2026-07-12T04:01:00.831697+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Ebara's confirmed revenue counterparties include SK하이닉스, 삼성전자, TSMC plus 1 undisclosed/aggregate relationship. Per the valuechain.wiki graph: 4 revenue edges, backed by 5 dated sources, 1 of them primary filings (as of 2026-07-12).

### SK하이닉스 (high)  → /sk-hynix.md
- note: Supplies CMP tools and vacuum pumps to SK hynix — a key equipment source for HBM/DRAM expansion; hynix's capex has led Ebara's precision/electronics revenue, its largest demand customer.
- [confirms] Namuwiki (KO, research, published 2026-01-01) https://namu.wiki/w/에바라 제작소: "sk-hynix fabs use Ebara CMP/vacuum pumps."
- [confirms] Ebara/EDINET (JA, filing, published 2025-06-25) https://www.ebara.com/global-en/ir/library/: "Ebara securities report: CMP/pump revenue."
- [confirms] SemiconductorX (EN, research, published 2025-06-01) https://semiconductorx.com/wfe-cmp.php: "sk-hynix fabs use Ebara CMP/vacuum pumps."

### 메모리·이미지센서 (CMP·펌프) (mid)
- metric: Amount ¥212.6B · FY2025 CMP 장비 매출 · CMP within Precision & Electronics (~35% of group sales)
- note: Supplies CMP and vacuum pumps to memory and image-sensor customers (Kioxia, Sony) — NAND stacking and image-sensor pixel competition underpin demand for polishing and vacuum.
- [confirms] Ebara IR (JA, ir, published 2026-02-13) https://www.ebara.com/content/dam/ebara/grand-masters/entities/ja/pdf/ir/library/earnings/briefings-documents/2025/161_q4_presentation_jp.pdf: "FY2025 group revenue JPY 958.3bn (+10.6%); Precision & Electronics ~35% (JPY 342.2bn), of which CMP tools JPY 212.6bn and components incl. dry vacuum pumps JPY 114.9bn."
- [confirms] Ebara/EDINET (JA, filing, published 2025-06-25) https://www.ebara.com/global-en/ir/library/: "Strong F-REX CMP at Kioxia and Sony CIS."
- [confirms] EBARA Technologies (EN, ir, published 2025-06-01) https://www.ebaratech.com/markets-served/semiconductor-vacuum-pumps/: "Over 80% of the top 20 chip manufacturers are EBARA customers."

### 삼성전자 (mid)  → /samsung-electronics.md
- note: Supplies CMP and vacuum pumps to Samsung's memory and foundry fabs — scaling and stacking raise the number of CMP steps per fab, structurally growing equipment demand.
- [confirms] Namuwiki (KO, research, published 2026-01-01) https://namu.wiki/w/에바라 제작소: "samsung-electronics fabs use Ebara CMP/vacuum pumps."
- [confirms] SemiconductorX (EN, research, published 2025-06-01) https://semiconductorx.com/wfe-cmp.php: "samsung-electronics fabs use Ebara CMP/vacuum pumps."

### TSMC (mid)  → /tsmc.md
- note: Supplies CMP and vacuum pumps to TSMC's advanced logic fabs — revenue linked to leading-edge foundry expansion, an anchor customer for holding the No.2 CMP position behind Applied.
- [confirms] Namuwiki (KO, research, published 2026-01-01) https://namu.wiki/w/에바라 제작소: "tsmc fabs use Ebara CMP/vacuum pumps."
- [confirms] SemiconductorX (EN, research, published 2025-06-01) https://semiconductorx.com/wfe-cmp.php: "tsmc fabs use Ebara CMP/vacuum pumps."

Reverse side: https://valuechain.wiki/ebara/suppliers.md · Ripple: https://valuechain.wiki/ebara/ripple.md

---
Full node: https://valuechain.wiki/ebara.md · JSON: https://valuechain.wiki/ebara.json