{"slug":"mks-instruments","name":"MKS Instruments","name_en":"MKS Instruments","ticker":"MKSI","updated_at":"2026-07-12T04:18:52.212+00:00","canonical":"https://valuechain.wiki/mks-instruments","same_as":["https://finance.yahoo.com/quote/MKSI","https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1049502"],"citable":"밸류체인 그래프 기준 MKS Instruments의 직접 연결 기업은 5곳(관계 기준 공급 0·매출 5)이고, 사슬을 2차까지 넓히면 19곳에 닿는다. 링크의 근거 출처는 6건이며 그중 1차공시가 2건이다 (valuechain.wiki, 2026-07-12 기준).","citable_en":"Per the valuechain.wiki graph, MKS Instruments is directly linked to 5 companies (0 supply, 5 revenue relationships) and reaches 19 companies within two hops; the links are backed by 6 dated sources, 2 of them primary filings (as of 2026-07-12).","kicker":"나스닥 · 반도체 장비 서브시스템 · RF·진공 세계 1위","kicker_en":"NASDAQ · Equipment subsystems · #1 RF & vacuum","lead":"반도체 장비의 핵심 서브시스템 공급사. RF·마이크로파 전력공급(세계 1위), 진공·가스 유량, 포토닉스(Newport), 소재(Atotech)를 식각·증착 장비에 공급. ASML·어플라이드·램리서치가 MKS 서브시스템에 크게 의존. 2025년 분기 매출 ~$9.7억(AI·NAND 수요).","lead_en":"A supplier of critical subsystems for semiconductor equipment: RF/microwave power (world #1), vacuum and gas flow, photonics (Newport) and materials (Atotech), feeding etch and deposition tools. ASML, Applied Materials and Lam Research rely heavily on MKS subsystems. ~$0.97B quarterly revenue in 2025 (AI/NAND demand).","segments":{"parts":[{"desc":"플라즈마 공정용 RF 전력 세계 1위 — 식각·증착 장비의 핵심 서브시스템.","name":"RF·마이크로파 전력"},{"desc":"진공·가스 유량 제어 부품.","name":"진공·유량"},{"desc":"레이저·광학(뉴포트) — 계측·정밀.","name":"포토닉스(Newport)"},{"desc":"도금·표면처리 소재(아토텍) — 사이클 분산.","name":"소재(Atotech)"}],"total":"분기 매출 ~$9.7억(2025)","concentration":"AMAT·Lam·ASML 등 장비사 고객(일부 경쟁)."},"segments_en":{"parts":[{"desc":"World #1 in RF power for plasma processes — the critical subsystem of etch/deposition tools.","name":"RF/microwave power"},{"desc":"Vacuum and gas-flow control components.","name":"Vacuum/flow"},{"desc":"Lasers and optics (Newport) — metrology and precision.","name":"Photonics (Newport)"},{"desc":"Plating/surface-treatment materials (Atotech) — diversifying the cycle.","name":"Materials (Atotech)"}],"total":"~$0.97B quarterly revenue (2025)","concentration":"Customers AMAT, Lam, ASML (some 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ASML, Applied Materials, Lam Research and Tokyo Electron depend heavily — a 'tools for the toolmakers' bottleneck. Because every WFE tool needs plasma power and vacuum, this node benefits directly when AI/HBM/NAND capex lifts equipment demand, and ~$0.97B quarterly revenue in 2025 reflects that recovery. Risks are concentration in a few large equipment customers (some of them competitors) and the semiconductor-capex cycle, with the Atotech acquisition broadening into materials to diversify the cycle. On the graph, this node is the common upstream component layer of all equipment makers, where the semiconductor investment cycle's ripple converges.","analysis_asof":"2026-07-09"},"edges":[{"direction":"revenue","counterparty":"램리서치","counterparty_slug":"lam-research","confidence":"high","metric":null,"note":"램리서치 장비에 RF 전력·진공 등 서브시스템 공급.","note_en":"Supplies RF power, vacuum and other subsystems to lam-research tools.","sources":[{"stance":"confirms","publisher":"Wikipedia","publisher_en":"Wikipedia","kind":"research","lang":"en","published_at":"2026-01-01","url":"https://en.wikipedia.org/wiki/MKS_Instruments","title":"MKS Instruments(장비 서브시스템)","title_en":"MKS Instruments (equipment subsystems)","excerpt":"램리서치가 MKS 서브시스템에 크게 의존.","excerpt_en":"lam-research relies heavily on MKS subsystems."},{"stance":"confirms","publisher":"Yole Group","publisher_en":"Yole Group","kind":"research","lang":"en","published_at":"2025-01-01","url":"https://www.yolegroup.com/strategy-insights/critical-subsystems-suppliers-are-the-superstars-of-the-semiconductor-supply-chain/","title":"핵심 서브시스템 공급사가 반도체 공급망의 슈퍼스타","title_en":"Critical subsystems suppliers are the superstars of the chain","excerpt":"램리서치가 MKS 서브시스템에 크게 의존.","excerpt_en":"lam-research relies heavily on MKS subsystems."}]},{"direction":"revenue","counterparty":"어플라이드 머티어리얼즈","counterparty_slug":"applied-materials","confidence":"high","metric":null,"note":"어플라이드 머티어리얼즈 장비에 RF 전력·진공 등 서브시스템 공급.","note_en":"Supplies RF power, vacuum and other subsystems to applied-materials tools.","sources":[{"stance":"confirms","publisher":"MKS / SEC","publisher_en":"MKS / SEC","kind":"filing","lang":"en","published_at":"2026-02-01","url":"https://investor.mks.com/static-files/69366eb4-123b-4ad9-9cd5-9d79087f77f6","title":"MKS 2025 연차보고서","title_en":"MKS 2025 annual report","excerpt":"MKS 연차보고서: RF·진공 서브시스템 매출.","excerpt_en":"MKS annual report: RF/vacuum subsystem revenue."},{"stance":"confirms","publisher":"Wikipedia","publisher_en":"Wikipedia","kind":"research","lang":"en","published_at":"2026-01-01","url":"https://en.wikipedia.org/wiki/MKS_Instruments","title":"MKS Instruments(장비 서브시스템)","title_en":"MKS Instruments (equipment subsystems)","excerpt":"어플라이드 머티어리얼즈가 MKS 서브시스템에 크게 의존.","excerpt_en":"applied-materials relies heavily on MKS subsystems."},{"stance":"confirms","publisher":"Yole Group","publisher_en":"Yole Group","kind":"research","lang":"en","published_at":"2025-01-01","url":"https://www.yolegroup.com/strategy-insights/critical-subsystems-suppliers-are-the-superstars-of-the-semiconductor-supply-chain/","title":"핵심 서브시스템 공급사가 반도체 공급망의 슈퍼스타","title_en":"Critical subsystems suppliers are the superstars of the chain","excerpt":"어플라이드 머티어리얼즈가 MKS 서브시스템에 크게 의존.","excerpt_en":"applied-materials relies heavily on MKS subsystems."},{"stance":"confirms","publisher":"디일렉","publisher_en":"TheElec","kind":"news","lang":"ko","published_at":"2023-02-01","url":"https://www.thelec.kr/news/articleView.html?idxno=20047","title":"MKS發 랜섬웨어 여파에 긴장하는 반도체업계","title_en":"Chip industry on edge over MKS ransomware impact","excerpt":"어플라이드·램리서치·세메스 등 장비사가 MKS RF·진공 부품에 의존.","excerpt_en":"AMAT, Lam and SEMES rely on MKS RF/vacuum parts."},{"stance":"confirms","publisher":"전자신문","publisher_en":"ETNews","kind":"news","lang":"ko","published_at":"2019-04-09","url":"https://www.etnews.com/20190409000176","title":"반도체 장비 부품업체 MKS PSA, 국내 플라즈마 부품 생태계","title_en":"MKS PSA, semiconductor equipment plasma parts","excerpt":"어플라이드·램리서치·세메스 등 장비사가 MKS RF·진공 부품에 의존.","excerpt_en":"AMAT, Lam and SEMES rely on MKS RF/vacuum parts."}]},{"direction":"revenue","counterparty":"ASML","counterparty_slug":"asml","confidence":"mid","metric":null,"note":"ASML 장비에 RF 전력·진공 등 서브시스템 공급.","note_en":"Supplies RF power, vacuum and other subsystems to asml tools.","sources":[{"stance":"confirms","publisher":"Wikipedia","publisher_en":"Wikipedia","kind":"research","lang":"en","published_at":"2026-01-01","url":"https://en.wikipedia.org/wiki/MKS_Instruments","title":"MKS Instruments(장비 서브시스템)","title_en":"MKS Instruments (equipment subsystems)","excerpt":"ASML가 MKS 서브시스템에 크게 의존.","excerpt_en":"asml relies heavily on MKS subsystems."},{"stance":"confirms","publisher":"Yole Group","publisher_en":"Yole Group","kind":"research","lang":"en","published_at":"2025-01-01","url":"https://www.yolegroup.com/strategy-insights/critical-subsystems-suppliers-are-the-superstars-of-the-semiconductor-supply-chain/","title":"핵심 서브시스템 공급사가 반도체 공급망의 슈퍼스타","title_en":"Critical subsystems suppliers are the superstars of the chain","excerpt":"ASML가 MKS 서브시스템에 크게 의존.","excerpt_en":"asml relies heavily on MKS subsystems."}]},{"direction":"revenue","counterparty":"도쿄일렉트론","counterparty_slug":"tokyo-electron","confidence":"mid","metric":null,"note":"도쿄일렉트론 장비에 RF 전력·진공 등 서브시스템 공급.","note_en":"Supplies RF power, vacuum and other subsystems to tokyo-electron tools.","sources":[{"stance":"confirms","publisher":"Wikipedia","publisher_en":"Wikipedia","kind":"research","lang":"en","published_at":"2026-01-01","url":"https://en.wikipedia.org/wiki/MKS_Instruments","title":"MKS Instruments(장비 서브시스템)","title_en":"MKS Instruments (equipment subsystems)","excerpt":"도쿄일렉트론가 MKS 서브시스템에 크게 의존.","excerpt_en":"tokyo-electron relies heavily on MKS subsystems."},{"stance":"confirms","publisher":"Yole Group","publisher_en":"Yole Group","kind":"research","lang":"en","published_at":"2025-01-01","url":"https://www.yolegroup.com/strategy-insights/critical-subsystems-suppliers-are-the-superstars-of-the-semiconductor-supply-chain/","title":"핵심 서브시스템 공급사가 반도체 공급망의 슈퍼스타","title_en":"Critical subsystems suppliers are the superstars of the chain","excerpt":"도쿄일렉트론가 MKS 서브시스템에 크게 의존.","excerpt_en":"tokyo-electron relies heavily on MKS subsystems."}]},{"direction":"revenue","counterparty":"이코르 (유량 제어 부품)","counterparty_slug":"ichor-holdings","confidence":"mid","metric":null,"note":"가스 패널 통합업체 이코르에 매스플로우컨트롤러·압력/진공 부품 등 유량 제어 부품 공급.","note_en":"Supplies flow-control components (mass flow controllers, pressure/vacuum parts) to gas-panel integrator Ichor.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회 (SEC EDGAR)","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-20","url":"https://www.sec.gov/Archives/edgar/data/1652535/000165253526000012/ichr-20251226.htm","title":"Ichor Holdings 연차보고서 (Form 10-K, FY2025)","title_en":"Ichor Holdings Annual Report on Form 10-K (fiscal year ended December 26, 2025)","excerpt":"당사 제품에는 매스플로우컨트롤러, 압력 트랜스듀서, 밸브 등 구매 부품이 다수 포함되며 단일·독점 공급처에서 조달한다.","excerpt_en":"Our products contain a number of purchased components, including mass flow controllers, regulators, pressure transducers, substrates, and valves. We obtain components and materials from a large number of sources, including single source and sole source suppliers."}]},{"direction":"cost","counterparty":"부품·소재 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"전력·진공·광학 부품 및 소재(비공개).","note_en":"Power, vacuum and optical components and materials.","sources":[{"stance":"confirms","publisher":"MKS / SEC","publisher_en":"MKS / SEC","kind":"filing","lang":"en","published_at":"2026-02-01","url":"https://investor.mks.com/static-files/69366eb4-123b-4ad9-9cd5-9d79087f77f6","title":"MKS 2025 연차보고서","title_en":"MKS 2025 annual report","excerpt":"서브시스템 제조용 부품·소재 조달.","excerpt_en":"Sources components and materials for subsystems."}]},{"direction":"cost","counterparty":"R&D·엔지니어 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"서브시스템 R&D 인력(비공개).","note_en":"Subsystem R&D staff (undisclosed).","sources":[{"stance":"confirms","publisher":"디일렉","publisher_en":"TheElec","kind":"news","lang":"ko","published_at":"2023-02-01","url":"https://www.thelec.kr/news/articleView.html?idxno=20047","title":"MKS發 랜섬웨어 여파에 긴장하는 반도체업계","title_en":"Chip industry on edge over MKS ransomware impact","excerpt":"RF·진공·포토닉스 서브시스템 R&D.","excerpt_en":"RF/vacuum/photonics subsystem R&D."}]}]}