{"slug":"foosung","name":"후성","name_en":"Foosung","ticker":"093370.KS","updated_at":"2026-07-12T08:30:45.417137+00:00","canonical":"https://valuechain.wiki/foosung","same_as":["https://finance.yahoo.com/quote/093370.KS","https://finance.naver.com/item/main.naver?code=093370"],"citable":"밸류체인 그래프 기준 후성의 직접 연결 기업은 2곳(관계 기준 공급 0·매출 2)이고, 사슬을 2차까지 넓히면 9곳에 닿는다. 링크의 근거 출처는 7건이며 그중 1차공시가 2건이다 (valuechain.wiki, 2026-07-12 기준).","citable_en":"Per the valuechain.wiki graph, Foosung is directly linked to 2 companies (0 supply, 2 revenue relationships) and reaches 9 companies within two hops; the links are backed by 7 dated sources, 2 of them primary filings (as of 2026-07-12).","kicker":"코스닥 · 반도체 특수가스 · 국내 유일 C4F6·WF6","kicker_en":"KOSDAQ · Semi specialty gases · Korea's only C4F6/WF6","lead":"국내 유일의 반도체 특수가스(에칭용 C4F6·텅스텐 배선용 WF6) 제조사. FY2025 매출 4,716억원. 삼성전자·SK하이닉스에 공급하며, 3D 낸드 고단화로 WF6 수요가 급증한다. 이차전지 전해질(LiPF6)로 사업 다각화.","lead_en":"Korea’s only maker of semiconductor specialty gases (C4F6 for etch, WF6 for tungsten interconnect). FY2025 revenue ₩472B. Supplies Samsung and SK hynix; WF6 demand surges with high-stack 3D NAND. Diversifying into battery electrolyte (LiPF6).","segments":{"fy":2025,"parts":[{"desc":"C4F6(에칭)·WF6(텅스텐 배선)","name":"반도체 특수가스"},{"desc":"전해질(LiPF6)","name":"이차전지 소재"},{"desc":"기타","name":"냉매·무기불소"}],"total":"FY2025 매출 ₩4,716억","source":"https://dart.fss.or.kr/dsae001/selectPopup.do?selectKey=00595191","concentration":"국내 유일 C4F6·WF6 제조. 고객 삼성전자·SK하이닉스."},"segments_en":{"fy":2025,"parts":[{"desc":"C4F6 (etch), WF6 (tungsten interconnect)","name":"Semiconductor gases"},{"desc":"Electrolyte (LiPF6)","name":"Battery materials"},{"desc":"Other","name":"Refrigerants & fluorides"}],"total":"FY2025 revenue ₩472B","concentration":"Korea’s only C4F6/WF6 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 반도체 식각·배선용 특수가스(C4F6·WF6)를 국내에서 유일하게 만드는 소재 병목 지위다. C4F6는 고종횡비 식각에, WF6는 텅스텐 배선에 쓰이는 필수 가스로, 삼성전자·SK하이닉스가 고객이고 3D 낸드 고단화가 진행될수록 배선 단수와 식각 스텝이 늘어 WF6·C4F6 소모량이 함께 커진다 — 가스는 공정마다 반복 소모되므로 팹 가동률에 연동되는 반복 매출이다. 여기에 이차전지 전해질(LiPF6)로 다각화해 미국 업체와 연 1천톤 공급 계약을 맺으며, 중국의 물량 통제로 비중국산 LiPF6 수요가 커지는 국면의 수출 옵션을 더했다. 위험은 매출이 삼성·SK 두 고객과 메모리 사이클에 집중돼 있고, 형석 등 무기불소 원료 조달·가격에 원가가 좌우된다는 점이다.","analysis_en":"The thesis is a materials-bottleneck position as Korea's only maker of etch/interconnect specialty gases (C4F6, WF6). C4F6 is essential for high-aspect-ratio etch and WF6 for tungsten interconnect; with Samsung and SK hynix as customers, high-stack 3D NAND adds wiring layers and etch steps, growing WF6/C4F6 consumption — and because gases are consumed anew each process, it is recurring revenue tied to fab utilization. It has diversified into battery electrolyte (LiPF6), signing an annual ~1,000-ton supply deal with a US firm, adding an export option as China's volume control lifts demand for non-Chinese LiPF6. Risks are revenue concentration in two customers (Samsung, SK) and the memory cycle, and costs driven by fluorspar and inorganic-fluorine feedstock sourcing/prices.","analysis_asof":"2026-07-10"},"edges":[{"direction":"revenue","counterparty":"삼성전자","counterparty_slug":"samsung-electronics","confidence":"high","metric":{"type":"revenue","unit":"KRW","basis":"연결 총매출","value":471600000000,"period":"FY2025","basis_en":"consolidated total revenue"},"note":"삼성전자에 에칭용 C4F6·텅스텐 배선용 WF6 등 특수가스 공급(국내 유일 제조).","note_en":"Supplies specialty gases — C4F6 (etch) and WF6 (tungsten interconnect) — to Samsung (Korea’s only maker).","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=00595191","title":"후성 사업보고서 (DART, 2025)","title_en":"Foosung annual report (DART, 2025)","excerpt":"FY2025 매출 4,716억원.","excerpt_en":"FY2025 revenue ₩472B."},{"stance":"confirms","publisher":"허프포스트코리아","publisher_en":"HuffPost Korea","kind":"news","lang":"ko","published_at":null,"url":"https://www.huffingtonpost.kr/article/239927","title":"후성, 국내 유일 C4F6·WF6 제조…삼성·SK 고객","title_en":"Foosung, Korea’s only C4F6/WF6 maker, supplies Samsung and SK","excerpt":"후성이 국내 유일 C4F6·WF6 제조, 삼성·SK 고객.","excerpt_en":"Foosung is Korea’s only C4F6/WF6 maker, supplying Samsung and SK."},{"stance":"confirms","publisher":"Abachy","publisher_en":"Abachy","kind":"reference","lang":"en","published_at":null,"url":"https://abachy.com/catalog/materials/gases/foosung-co-ltd","title":"후성 — 반도체 특수가스(C4F6·WF6)","title_en":"Foosung — semiconductor specialty gases (C4F6, WF6)","excerpt":"후성이 반도체용 C4F6·WF6 특수가스를 공급.","excerpt_en":"Foosung supplies semiconductor C4F6 and WF6 specialty gases."}]},{"direction":"revenue","counterparty":"SK하이닉스","counterparty_slug":"sk-hynix","confidence":"high","metric":null,"note":"SK하이닉스에 C4F6·WF6 특수가스 공급. 3D 낸드 고단화로 WF6 수요 급증.","note_en":"Supplies C4F6/WF6 specialty gases to SK hynix; WF6 demand surges with high-stack 3D NAND.","sources":[{"stance":"mentions","publisher":"유진투자증권 등","publisher_en":"Eugene Investment & others","kind":"research","lang":"ko","published_at":"2026-05-01","url":"https://alphadistill.com/report/1521","title":"foosung 증권가 리서치 — 반도체 특수가스·전해질·냉매 수혜 — 유진 목표가 2만·알파 1.75만원","title_en":"Semi specialty-gas/electrolyte/refrigerant beneficiary; targets KRW 17,500-20,000 (Buy); 2026 revenue seen KRW 579.5bn","excerpt":"반도체 특수가스·전해질·냉매 수혜 — 유진 목표가 2만·알파 1.75만원(매수), 2026 매출 5,795억 전망","excerpt_en":"Semi specialty-gas/electrolyte/refrigerant beneficiary; targets KRW 17,500-20,000 (Buy); 2026 revenue seen KRW 579.5bn"},{"stance":"confirms","publisher":"금융감독원 전자공시(DART)","publisher_en":"DART (FSS)","kind":"filing","lang":"ko","published_at":"2026-03-18","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260318001491","title":"foosung 사업보고서 (2025.12)","title_en":"foosung FY2025 Annual Report (DART)","excerpt":"FY2025 연결매출 2,723억·영업이익 140억.","excerpt_en":"FY2025 consolidated revenue KRW 272.3bn, operating income 140억."},{"stance":"confirms","publisher":"허프포스트코리아","publisher_en":"HuffPost Korea","kind":"news","lang":"ko","published_at":null,"url":"https://www.huffingtonpost.kr/article/239927","title":"후성, 국내 유일 C4F6·WF6 제조…삼성·SK 고객","title_en":"Foosung, Korea’s only C4F6/WF6 maker, supplies Samsung and SK","excerpt":"후성이 삼성·SK하이닉스에 특수가스 공급.","excerpt_en":"Foosung supplies specialty gases to Samsung and SK hynix."},{"stance":"confirms","publisher":"투데이에너지","publisher_en":"Today Energy","kind":"news","lang":"ko","published_at":null,"url":"http://www.todayenergy.kr/news/articleView.html?idxno=38459","title":"후성, C4F6 반도체 성능평가 인증","title_en":"Foosung earns semiconductor evaluation certification for C4F6","excerpt":"후성 C4F6가 반도체 성능평가 인증 획득.","excerpt_en":"Foosung’s C4F6 earned semiconductor evaluation certification."}]},{"direction":"investor","counterparty":"창업주 일가 (김용민·김근수)","counterparty_slug":null,"confidence":"high","metric":{"qualifier":"founder_family_control"},"note":"창업주 일가가 지배하는 오너 경영 — 김용민(20.85%)·김근수(11.69%) 등 창업 오너일가가 합산 최대주주다. 반도체 특수가스·2차전지 전해질·불소 냉매를 아우르는 불소화학 포트폴리오를 장기 관점에서 확장하는 오너십.","note_en":"Founder-family-controlled ownership — the founding Kim family (Yong-min 20.85%, Geun-soo 11.69%) together forms the largest shareholding. Ownership expanding a fluorochemical portfolio spanning semiconductor specialty gases, battery electrolytes and fluorine refrigerants over the long term.","sources":[{"stance":"confirms","publisher":"금융감독원 전자공시(DART)","publisher_en":"DART (FSS)","kind":"filing","lang":"ko","published_at":"2026-03-18","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260318001491","title":"foosung 사업보고서 (2025.12)","title_en":"foosung FY2025 Annual Report (DART)","excerpt":"최대주주 창업 오너일가(김용민 20.85%·김근수 11.69%).","excerpt_en":"Largest holders the founder Kim family (Yong-min 20.85%, Geun-soo 11.69%)."}]},{"direction":"revenue","counterparty":"이차전지·기타","counterparty_slug":null,"confidence":"mid","metric":null,"note":"이차전지 전해질(LiPF6)·냉매 등 공급 — 반도체 가스 사이클을 보완하는 다각화 축, 비중국산 LiPF6 수요 확대의 수혜.","note_en":"Supplies battery electrolyte (LiPF6), refrigerants and others — a diversification axis complementing the semi-gas cycle, benefiting from rising non-Chinese LiPF6 demand.","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=00595191","title":"후성 사업보고서 (DART, 2025)","title_en":"Foosung annual report (DART, 2025)","excerpt":"이차전지 소재로 다각화.","excerpt_en":"Diversifying into battery materials."}]},{"direction":"revenue","counterparty":"미국 배터리 소재 업체 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"volume","unit":"톤/년","as_of":"2025-11","basis":"매체 보도","value":1000,"period":"연간","basis_en":"media report"},"note":"LiPF6(육불화인산리튬) 연간 1천톤 규모 공급 계약. 중국의 물량 통제로 비중국산 LiPF6 수요가 커지는 국면의 수출 계약.","note_en":"Annual supply contract for about 1,000 tonnes of LiPF6. An export deal amid rising demand for non-Chinese LiPF6 as China tightens volumes.","sources":[{"stance":"mentions","publisher":"한국신용신문","publisher_en":"Korea Credit News","kind":"news","lang":"ko","published_at":"2025-11-17","url":"https://www.creditnews.kr/news/articleView.html?idxno=1847","title":"LiPF6 가격 2배↑…중국이 물량 조이자 후성이 뜬다","title_en":"LiPF6 prices double as China tightens supply, boosting Foosung","excerpt":"후성은 미국 업체와 연간 1천톤 규모의 LiPF6 공급 계약을 맺은 상태다.","excerpt_en":"Foosung has an annual supply contract with a US company for about 1,000 tonnes of LiPF6."}]},{"direction":"cost","counterparty":"형석·무기불소 원료 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"형석 등 무기불소 원료 매입(공급사 비공개).","note_en":"Buys fluorspar and inorganic-fluorine feedstock (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=00595191","title":"후성 사업보고서 (DART, 2025)","title_en":"Foosung annual report (DART, 2025)","excerpt":"사업보고서: 원재료 매입.","excerpt_en":"Annual report: raw-material purchases."}]},{"direction":"cost","counterparty":"정제·충전 설비 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"가스 정제·충전 설비·용기 매입(비공개).","note_en":"Buys gas purification/filling equipment and cylinders (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=00595191","title":"후성 사업보고서 (DART, 2025)","title_en":"Foosung annual report (DART, 2025)","excerpt":"사업보고서: 설비·용기.","excerpt_en":"Annual report: equipment and cylinders."}]}]}