{"slug":"kc-tech","name":"케이씨텍","name_en":"KC Tech","ticker":"281820.KS","updated_at":"2026-07-12T08:30:37.513+00:00","canonical":"https://valuechain.wiki/kc-tech","same_as":["https://finance.yahoo.com/quote/281820.KS","https://finance.naver.com/item/main.naver?code=281820"],"citable":"밸류체인 그래프 기준 케이씨텍의 직접 연결 기업은 3곳(관계 기준 공급 0·매출 2·투자 1)이고, 사슬을 2차까지 넓히면 9곳에 닿는다. 링크의 근거 출처는 7건이며 그중 1차공시가 3건이다 (valuechain.wiki, 2026-07-12 기준).","citable_en":"Per the valuechain.wiki graph, KC Tech is directly linked to 3 companies (0 supply, 2 revenue, 1 investment relationships) and reaches 9 companies within two hops; the links are backed by 7 dated sources, 3 of them primary filings (as of 2026-07-12).","kicker":"코스닥 · 반도체 소부장 · CMP 슬러리+장비 이중구조","kicker_en":"KOSDAQ · Semi materials/equipment · slurry + tools","lead":"반도체 CMP(화학적기계연마) 슬러리와 CMP·세정 장비를 함께 공급하는 국내 대표 소부장 기업으로, 소재(슬러리)와 장비를 한 회사가 쥔 이중 구조가 강점이다. 삼성전자·SK하이닉스에 공급하며, 슬러리는 팹 가동률에 연동되는 소모성 매출, 장비는 캐펙스 사이클 매출로 서로 다른 리듬을 탄다. HBM·미세화로 CMP 단계가 늘수록 슬러리·장비 수요가 함께 증가한다.","lead_en":"A leading Korean materials-and-equipment supplier of both CMP slurry and CMP/cleaning tools, its edge being one company holding both the consumable (slurry) and the equipment. Serving Samsung and SK Hynix, slurry is consumable revenue tied to fab utilization while tools are capex-cycle revenue, riding different rhythms. As HBM and miniaturization add CMP steps, demand for both slurry and tools rises together.","segments":{"fy":2025,"parts":[{"desc":"슬러리(소모성)와 장비(캐펙스)를 함께 쥔 이중 매출 — 미세화·HBM으로 CMP 단계가 늘수록 동반 성장, 국산화가 점유 확대를 돕는다","name":"CMP 슬러리·CMP/세정 장비"}],"total":"CMP 슬러리·CMP/세정 장비"},"segments_en":{"fy":2025,"parts":[{"desc":"Dual revenue holding both slurry (consumable) and tools (capex) — growing together as miniaturization/HBM add CMP steps, with localization aiding share","name":"CMP slurry and CMP/clean equipment"}],"total":"CMP slurry and CMP/clean equipment"},"returns_yearly":{"2021":-24.2,"2022":-6.1,"2023":57.9,"2024":5.9,"2025":56.7,"2026":108.1},"return_asof":"2026-07-10","value_chain":{"leading":[{"slug":"dell","name":"Dell","name_en":"Dell 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Defense","tier":3,"returns_yearly":{"2021":-29.3,"2022":-46.8,"2023":96.6,"2024":30,"2025":187.8,"2026":-36.5}},{"slug":"pony-ai","name":"Pony.ai","name_en":"Pony.ai","tier":3,"returns_yearly":{"2025":1,"2026":-54.6}},{"slug":"anthropic","name":"Anthropic","name_en":"Anthropic","tier":3,"returns_yearly":null},{"slug":"openai","name":"OpenAI","name_en":"OpenAI","tier":3,"returns_yearly":null},{"slug":"marvell","name":"Marvell","name_en":"Marvell","tier":2,"returns_yearly":{"2021":84.6,"2022":-57.5,"2023":63.7,"2024":83.8,"2025":-22.8,"2026":177.8}},{"slug":"amd","name":"AMD","name_en":"AMD","tier":2,"returns_yearly":{"2021":56.9,"2022":-55,"2023":127.6,"2024":-18.1,"2025":77.3,"2026":160.5}},{"slug":"pure-storage","name":"에버퓨어 (구 퓨어스토리지)","name_en":"Everpure (formerly Pure 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Korea)","tier":1,"returns_yearly":{"2021":-10.1,"2022":-16.9,"2023":2.8,"2024":-28.7,"2025":225.7,"2026":-2.5}}],"analysis":"CMP 슬러리(소모성)와 CMP·세정 장비(캐펙스)를 한 회사가 쥔 국내 소부장으로, 삼성·SK하이닉스 팹 가동률과 증설에 동시에 연동된다. 성장 논지는 미세화·HBM — 공정 단수가 늘수록 CMP 단계가 증가해 슬러리 소모와 장비 수요가 함께 늘고, 국산화 흐름이 점유 확대를 돕는다. 리스크는 메모리 2사 고객 집중과 캐펙스 사이클 변동성이다. 그래프 파급은 삼성·SK의 D램·HBM 투자·가동률이 KC텍 슬러리·장비 수요로 전이되는 경로이며, 티씨케이 지분(~8%)은 흑연 부품 성장의 부가 옵션이다.","analysis_en":"A Korean materials-and-equipment supplier holding both CMP slurry (consumable) and CMP/cleaning tools (capex), tied simultaneously to Samsung/SK Hynix fab utilization and expansion. The thesis is miniaturization and HBM — more process layers add CMP steps, lifting both slurry consumption and tool demand, with localization aiding share gains. Risks are concentration in the two memory customers and capex-cycle volatility. In graph terms, Samsung/SK DRAM/HBM investment and utilization transmit into KC Tech slurry and tool demand, while the ~8% stake in TCK is a side option on graphite-parts growth.","analysis_asof":"2026-07-10"},"edges":[{"direction":"revenue","counterparty":"SK하이닉스","counterparty_slug":"sk-hynix","confidence":"high","metric":{"type":"share","unit":"%","as_of":"2026-03","basis":"단일판매공급계약(DART)","value":18.12,"period":"2026 계약/매출 대비","basis_en":"DART single supply contract"},"note":"SK하이닉스 D램·HBM 공정에 슬러리·장비 공급 — HBM 단수·미세화가 CMP 단계를 늘려 소모·장비 수요를 함께 끌어올린다.","note_en":"Supplies slurry and tools into SK Hynix DRAM/HBM processes — more HBM layers and scaling add CMP steps, lifting both consumable and tool demand.","sources":[{"stance":"confirms","publisher":"DART(금융감독원 전자공시)","publisher_en":"DART (FSS)","kind":"filing","lang":"ko","published_at":"2026-03-13","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260313001174","title":"kc-tech 사업보고서 (DART)","title_en":"Annual business report (DART)","excerpt":"DART 사업보고서: 매출·고객·사업 내용.","excerpt_en":"DART annual report: revenue, customers and business."},{"stance":"confirms","publisher":"금융감독원 전자공시(DART)","publisher_en":"DART (Korea FSS)","kind":"filing","lang":"ko","published_at":"2026-03-10","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260310800515","title":"케이씨텍 단일판매ㆍ공급계약체결 (SK하이닉스)","title_en":"KC Tech single supply contract (SK hynix)","excerpt":"계약상대: SK하이닉스. 장비 공급 계약, 매출액 대비 18.12%.","excerpt_en":"Counterparty: SK hynix; equipment supply contract, 18.12% of revenue."},{"stance":"confirms","publisher":"주식스토커","publisher_en":"StockStalker","kind":"news","lang":"ko","published_at":"2025-06-01","url":"https://stockstalker.co.kr/semiconductor-equipment/","title":"반도체 장비주 정리(케이씨텍 CMP)","title_en":"Korean equipment makers","excerpt":"SK하이닉스에 CMP 슬러리·장비 공급.","excerpt_en":"Supplies CMP slurry and tools to SK hynix."},{"stance":"confirms","publisher":"케이씨텍","publisher_en":"KC Tech","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.kctech.com","title":"케이씨텍 IR","title_en":"KC Tech IR","excerpt":"SK하이닉스에 CMP 슬러리·장비 공급.","excerpt_en":"Supplies CMP slurry and tools to SK hynix."}]},{"direction":"revenue","counterparty":"삼성전자","counterparty_slug":"samsung-electronics","confidence":"high","metric":{"type":"share","unit":"%","as_of":"2026-01","basis":"단일판매공급계약(DART)","value":5.88,"period":"2026 계약/매출 대비","basis_en":"DART single supply contract"},"note":"삼성전자에 CMP 슬러리와 CMP·세정 장비를 함께 공급 — 슬러리는 팹 가동률에, 장비는 증설 사이클에 연동되는 이중 매출축.","note_en":"Supplies Samsung with both CMP slurry and CMP/cleaning tools — a dual-revenue axis, slurry tied to fab utilization and tools to the expansion cycle.","sources":[{"stance":"mentions","publisher":"현대차증권 등","publisher_en":"Hyundai Motor Securities & others","kind":"research","lang":"ko","published_at":"2026-05-01","url":"https://markets.hankyung.com/stock/281820/consensus","title":"kc-tech 증권가 리서치 — CMP 장비·슬러리 반도체 캐파 수혜 — 현대차 목표가 6만·컨센 6.8","title_en":"CMP tools/slurry semi-capex beneficiary; targets ~KRW 60,000-68,000 (Buy)","excerpt":"CMP 장비·슬러리 반도체 캐파 수혜 — 현대차 목표가 6만·컨센 6.8만원(매수)","excerpt_en":"CMP tools/slurry semi-capex beneficiary; targets ~KRW 60,000-68,000 (Buy)"},{"stance":"confirms","publisher":"DART(금융감독원 전자공시)","publisher_en":"DART (FSS)","kind":"filing","lang":"ko","published_at":"2026-03-13","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260313001174","title":"kc-tech 사업보고서 (DART)","title_en":"Annual business report (DART)","excerpt":"FY2025 연결매출 3,834억·영업이익 609억.","excerpt_en":"FY2025 consolidated revenue KRW 383.4bn, operating income 609억."},{"stance":"confirms","publisher":"금융감독원 전자공시(DART)","publisher_en":"DART (Korea FSS)","kind":"filing","lang":"ko","published_at":"2026-01-07","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260107800353","title":"케이씨텍 단일판매ㆍ공급계약체결 (삼성전자)","title_en":"KC Tech single supply contract (Samsung Electronics)","excerpt":"계약상대: 삼성전자. 장비 공급 계약, 매출액 대비 5.88%.","excerpt_en":"Counterparty: Samsung Electronics; equipment supply contract, 5.88% of revenue."},{"stance":"confirms","publisher":"주식스토커","publisher_en":"StockStalker","kind":"news","lang":"ko","published_at":"2025-06-01","url":"https://stockstalker.co.kr/semiconductor-equipment/","title":"반도체 장비주 정리(케이씨텍 CMP)","title_en":"Korean equipment makers","excerpt":"삼성전자에 CMP 슬러리·장비 공급.","excerpt_en":"Supplies CMP slurry and tools to Samsung Electronics."},{"stance":"confirms","publisher":"케이씨텍","publisher_en":"KC Tech","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.kctech.com","title":"케이씨텍 IR","title_en":"KC Tech IR","excerpt":"삼성전자에 CMP 슬러리·장비 공급.","excerpt_en":"Supplies CMP slurry and tools to Samsung Electronics."}]},{"direction":"investment","counterparty":"티씨케이","counterparty_slug":"tck","confidence":"high","metric":null,"note":"케이씨텍이 티씨케이 설립 합작사로 지분 ~8% 보유.","note_en":"KC Tech co-founded TCK and holds ~8%.","sources":[{"stance":"confirms","publisher":"더벨","publisher_en":"The Bell","kind":"news","lang":"ko","published_at":"2021-02-08","url":"https://www.thebell.co.kr/free/content/ArticleView.asp?key=202102081533472000108154","title":"티씨케이, 도카이카본·케이씨텍 합작(지분 51%·8%)","title_en":"TCK, a Tokai Carbon (51%) / KC Tech (8%) joint venture","excerpt":"케이씨텍이 티씨케이 설립 합작사로 지분 ~8% 보유.","excerpt_en":"KC Tech co-founded TCK and holds ~8%."}]},{"direction":"cost","counterparty":"설비·R&D (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"생산 설비·연구개발 투자(비공개).","note_en":"Production equipment and R&D (undisclosed).","sources":[{"stance":"confirms","publisher":"케이씨텍","publisher_en":"KC Tech","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.kctech.com","title":"케이씨텍 IR","title_en":"KC Tech IR","excerpt":"생산 설비·연구개발 투자(비공개).","excerpt_en":"Production equipment and R&D (undisclosed)."}]},{"direction":"cost","counterparty":"원재료·소재 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"CMP 슬러리·장비 제조용 원재료·소재 매입(비공개).","note_en":"Raw materials for CMP slurry and tools (undisclosed).","sources":[{"stance":"confirms","publisher":"케이씨텍","publisher_en":"KC Tech","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.kctech.com","title":"케이씨텍 IR","title_en":"KC Tech IR","excerpt":"CMP 슬러리·장비 제조용 원재료·소재 매입(비공개).","excerpt_en":"Raw materials for CMP slurry and tools (undisclosed)."}]}]}