{"slug":"psk-inc","name":"피에스케이","name_en":"PSK Inc","ticker":"319660.KQ","updated_at":"2026-07-12T04:05:59.823745+00:00","canonical":"https://valuechain.wiki/psk-inc","same_as":["https://finance.yahoo.com/quote/319660.KQ","https://finance.naver.com/item/main.naver?code=319660"],"citable":"밸류체인 그래프 기준 피에스케이의 직접 연결 기업은 3곳(관계 기준 공급 0·매출 3)이고, 사슬을 2차까지 넓히면 15곳에 닿는다. 링크의 근거 출처는 4건이며 그중 1차공시가 2건이다 (valuechain.wiki, 2026-07-12 기준).","citable_en":"Per the valuechain.wiki graph, PSK Inc is directly linked to 3 companies (0 supply, 3 revenue relationships) and reaches 15 companies within two hops; the links are backed by 4 dated sources, 2 of them primary filings (as of 2026-07-12).","kicker":"드라이 스트립 장비 (세계 1위)","kicker_en":"Dry strip equipment (global No.1)","lead":"플라즈마 건식 스트립(포토레지스트 제거) 세계 1위 장비사. FY2025 매출 4,572억원. 삼성전자·SK하이닉스·인텔에 공급하며, HBM·DDR5 등 차세대 메모리 공정 확대로 수요가 늘고 있다. 메탈 에처 신제품으로 영역을 넓히는 중.","lead_en":"The global No.1 in plasma dry strip (photoresist removal). FY2025 revenue ₩457B. Supplies Samsung, SK hynix and Intel; demand grows with HBM and DDR5. Expanding into metal etch with a new product.","segments":{"fy":2025,"parts":[{"desc":"포토레지스트를 플라즈마로 제거하는 드라이 스트립 세계 1위(SUPRA) — 메모리·로직 전공정의 필수 스텝으로, HBM·DDR5 등 적층·미세화가 스텝 수를 늘려 장비 수요를 구조적으로 키운다.","name":"드라이 스트립"},{"desc":"드라이 클린과 신제품 메탈 에처로 인접 공정에 진입하는 확장 축 — 스트립 1위 고객 기반을 지렛대로 장비당 매출과 TAM을 넓히려는 시도다.","name":"드라이 클린·메탈 에처"}],"total":"FY2025 매출 ₩4,572억","source":"https://dart.fss.or.kr/dsae001/selectPopup.do?selectKey=01365825","concentration":"드라이 스트립 세계 1위. 고객 삼성·SK하이닉스·인텔."},"segments_en":{"parts":[{"desc":"The global No.1 in plasma dry strip (SUPRA), which removes photoresist — an essential front-end step whose demand grows structurally as HBM/DDR5 stacking and scaling add process steps.","name":"Dry strip"},{"desc":"Dry clean and a new metal-etch product extend into adjacent steps — leveraging its No.1 strip customer base to widen revenue-per-tool and TAM.","name":"Dry clean & metal etch"}],"total":"FY2025 revenue ₩457B","concentration":"Global No.1 in dry strip. 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Strip is a mandatory front-end step, so its results track the capacity and scaling investment of customers (Samsung, SK hynix, Intel) directly, and as HBM/DDR5 stacking adds process steps, tool demand grows structurally. The next growth lever is entering adjacent steps via dry clean and a new metal-etch product to widen revenue-per-tool and TAM, with reducing single-process dependence the key. In graph terms PSK is a revenue node to a few large customers (Samsung, SK hynix, Intel) with high concentration, so their capex cycle sets the amplitude of its earnings.","analysis_asof":"2026-07-10"},"edges":[{"direction":"revenue","counterparty":"삼성전자","counterparty_slug":"samsung-electronics","confidence":"high","metric":{"type":"revenue","unit":"KRW","basis":"연간 총매출","value":457200000000,"period":"FY2025","basis_en":"annual total revenue"},"note":"삼성전자에 드라이 스트립(PR 제거)·드라이클린 장비를 공급하는 최대 고객 관계 — 삼성의 메모리·파운드리 캐파 사이클이 PSK 실적 진폭을 좌우하는 핵심 수요처다.","note_en":"The largest customer relationship — supplies dry-strip (PR removal) and dry-clean tools to Samsung, whose memory/foundry capacity cycle sets the amplitude of PSK's earnings.","sources":[{"stance":"mentions","publisher":"금융감독원 전자공시(DART)","publisher_en":"DART (Korea FSS)","kind":"filing","lang":"ko","published_at":"2026-03-23","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260323000017","title":"피에스케이 사업보고서 (2025.12)","title_en":"PSK Annual Report (FY2025)","excerpt":"주요 국내 매출처는 S사, H사 등이고, 해외 매출처는 M사를 포함하여 약 10개사 이상. 주요 고객 매출(당기): A사 1,489.9억·B사 775.3억·C사 576.2억·D사 573.3억원(고객명 익명 공시).","excerpt_en":"Main domestic customers are 'S' and 'H'; overseas customers number 10+ including 'M'. Major-customer revenue (FY2025): KRW 149.0bn / 77.5bn / 57.6bn / 57.3bn (customers anonymized in the filing)."},{"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=01365825","title":"피에스케이 사업보고서 (DART, 2025)","title_en":"PSK annual report (DART, 2025)","excerpt":"FY2025 매출 4,572억원.","excerpt_en":"FY2025 revenue ₩457B."},{"stance":"confirms","publisher":"디일렉","publisher_en":"TheElec","kind":"news","lang":"ko","published_at":null,"url":"https://www.thelec.kr/news/articleView.html?idxno=37929","title":"PSK, 메탈 에처 출시…삼성·SK·인텔 고객","title_en":"PSK launches metal etcher; customers Samsung, SK, Intel","excerpt":"PSK가 삼성·SK·인텔에 드라이 스트립 장비 공급.","excerpt_en":"PSK supplies dry-strip tools to Samsung, SK and Intel."},{"stance":"confirms","publisher":"Komachine","publisher_en":"Komachine","kind":"reference","lang":"en","published_at":null,"url":"https://www.komachine.com/en/companies/psk","title":"피에스케이 — 드라이 스트립 세계 1위","title_en":"PSK Inc — global No.1 in dry strip","excerpt":"PSK가 드라이 스트립 세계 1위, 삼성·SK·인텔 고객.","excerpt_en":"PSK is global No.1 in dry strip; customers Samsung, SK, Intel."}]},{"direction":"revenue","counterparty":"SK하이닉스","counterparty_slug":"sk-hynix","confidence":"high","metric":null,"note":"SK하이닉스에 드라이 스트립 장비를 공급 — HBM·DDR5 증설이 스텝 수를 늘려 스트립 장비 수요를 끌어올리는 핵심 축이다.","note_en":"Supplies dry-strip tools to SK hynix — HBM/DDR5 expansion adds process steps that lift strip-tool demand, a core growth axis.","sources":[{"stance":"mentions","publisher":"금융감독원 전자공시(DART)","publisher_en":"DART (Korea FSS)","kind":"filing","lang":"ko","published_at":"2026-03-23","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260323000017","title":"피에스케이 사업보고서 (2025.12)","title_en":"PSK Annual Report (FY2025)","excerpt":"주요 국내 매출처는 S사, H사 등이고, 해외 매출처는 M사를 포함하여 약 10개사 이상. 주요 고객 매출(당기): A사 1,489.9억·B사 775.3억·C사 576.2억·D사 573.3억원(고객명 익명 공시).","excerpt_en":"Main domestic customers are 'S' and 'H'; overseas customers number 10+ including 'M'. Major-customer revenue (FY2025): KRW 149.0bn / 77.5bn / 57.6bn / 57.3bn (customers anonymized in the filing)."},{"stance":"confirms","publisher":"Komachine","publisher_en":"Komachine","kind":"reference","lang":"en","published_at":null,"url":"https://www.komachine.com/en/companies/psk","title":"피에스케이 — 드라이 스트립 세계 1위","title_en":"PSK Inc — global No.1 in dry strip","excerpt":"PSK가 드라이 스트립 세계 1위, 삼성·SK·인텔 고객.","excerpt_en":"PSK is global No.1 in dry strip; customers Samsung, SK, Intel."},{"stance":"confirms","publisher":"디일렉","publisher_en":"TheElec","kind":"news","lang":"ko","published_at":null,"url":"https://www.thelec.kr/news/articleView.html?idxno=37929","title":"PSK, 메탈 에처 출시…삼성·SK·인텔 고객","title_en":"PSK launches metal etcher; customers Samsung, SK, Intel","excerpt":"PSK가 삼성·SK·인텔에 드라이 스트립 장비 공급.","excerpt_en":"PSK supplies dry-strip tools to Samsung, SK and Intel."}]},{"direction":"revenue","counterparty":"Intel","counterparty_slug":"intel","confidence":"mid","metric":null,"note":"인텔에 드라이 스트립 장비를 공급 — 인텔의 파운드리·로직 캐파 투자에 연동되는 매출로, 단일 공정 필수 장비라 인텔 설비투자 재개가 곧 수요로 직결된다.","note_en":"Supplies dry-strip tools to Intel — revenue tied to Intel's foundry/logic capacity investment; as a mandatory single-step tool, a restart in Intel capex flows straight into demand.","sources":[{"stance":"confirms","publisher":"디일렉","publisher_en":"TheElec","kind":"news","lang":"ko","published_at":null,"url":"https://www.thelec.kr/news/articleView.html?idxno=37929","title":"PSK, 메탈 에처 출시…삼성·SK·인텔 고객","title_en":"PSK launches metal etcher; customers Samsung, SK, Intel","excerpt":"PSK 고객에 인텔 포함.","excerpt_en":"PSK customers include Intel."}]},{"direction":"cost","counterparty":"부품·모듈 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"장비용 부품·모듈을 외주 조달한다(공급처 비공개) — 장비 조립사 구조라 부품·모듈 공급 안정성이 납기·원가의 축이다.","note_en":"Outsources parts and modules for its tools (suppliers undisclosed) — as a tool integrator, component supply stability drives lead times and cost.","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=01365825","title":"피에스케이 사업보고서 (DART, 2025)","title_en":"PSK annual report (DART, 2025)","excerpt":"사업보고서: 부품 조달.","excerpt_en":"Annual report: parts procurement."}]},{"direction":"cost","counterparty":"정밀 가공·계측 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"정밀 가공·계측 모듈을 매입한다(비공개) — 플라즈마 공정 정밀도를 좌우하는 핵심 조달로, 고사양화일수록 이들 모듈 의존이 커진다.","note_en":"Buys precision-machining and metrology modules (undisclosed) — key inputs that determine plasma-process precision, with dependence rising as specs tighten.","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=01365825","title":"피에스케이 사업보고서 (DART, 2025)","title_en":"PSK annual report (DART, 2025)","excerpt":"사업보고서: 설비.","excerpt_en":"Annual report: equipment."}]}]}