{"slug":"rohm","name":"롬","name_en":"ROHM","ticker":"6963.T","updated_at":"2026-07-12T06:24:03.506+00:00","canonical":"https://valuechain.wiki/rohm","same_as":["https://finance.yahoo.com/quote/6963.T"],"citable":"밸류체인 그래프 기준 롬의 직접 연결 기업은 2곳(관계 기준 공급 2·매출 0)이고, 사슬을 2차까지 넓히면 9곳에 닿는다. 링크의 근거 출처는 5건이며 그중 1차공시가 2건이다 (valuechain.wiki, 2026-07-12 기준).","citable_en":"Per the valuechain.wiki graph, ROHM is directly linked to 2 companies (2 supply, 0 revenue relationships) and reaches 9 companies within two hops; the links are backed by 5 dated sources, 2 of them primary filings (as of 2026-07-12).","kicker":"닛케이225 · 전력·SiC 반도체 · EV 인버터 SiC MOSFET","kicker_en":"Nikkei 225 · Power & SiC semiconductors · EV-inverter SiC MOSFETs","lead":"전력·아날로그 반도체와 SiC(탄화규소) 전력소자를 만드는 일본 종합 반도체사로, 독일 SiCrystal 인수로 SiC 웨이퍼부터 소자까지 수직계열화한 것이 차별점이다. 성장축은 EV 인버터용 SiC MOSFET으로, 전기차 전동화가 확산될수록 고전압·고효율 SiC 수요가 커지는 구조다. 다만 전방 EV 수요 둔화와 SiC 증설 경쟁이 사이클 변수라, 웨이퍼 내재화가 원가 경쟁력의 방어선이다.","lead_en":"A Japanese diversified chipmaker of power/analog chips and SiC power devices, differentiated by vertical integration from SiC wafers to devices via its SiCrystal acquisition. Its growth axis is SiC MOSFETs for EV inverters — as EV electrification spreads, demand for high-voltage, high-efficiency SiC grows. But softening downstream EV demand and SiC capacity competition are cycle variables, so wafer in-sourcing is its line of cost-competitive defense.","segments":{"fy":2026,"parts":[{"desc":"전력·아날로그 반도체와 SiC 전력소자. SiCrystal 인수로 SiC 웨이퍼~소자 수직계열화, EV 인버터용 SiC MOSFET이 성장축. TEL·AMAT에서 전공정 장비 조달.","name":"전력·SiC 반도체"}],"total":"전력·SiC 반도체 (FY2026 매출 2,053억엔·+9.7%, SiC 감손으로 순손실 1,584억엔)","source":"https://www.rohm.com/ir"},"segments_en":{"fy":2026,"parts":[{"desc":"Power/analog chips and SiC power devices; SiC wafer-to-device vertical integration via SiCrystal, with EV-inverter SiC MOSFETs the growth axis; sources front-end tools from TEL and Applied Materials.","name":"Power and SiC semiconductors"}],"total":"Power & SiC semiconductors (FY2026 sales JPY 205.3bn, +9.7%; net loss JPY 158.4bn on SiC impairment)"},"returns_yearly":{"2021":-9,"2022":10.9,"2023":1.7,"2024":-40.8,"2025":86.1,"2026":109.5},"return_asof":"2026-07-10","value_chain":{"leading":[],"benefiting":[{"slug":"applied-materials","name":"어플라이드 머티어리얼즈","name_en":"Applied Materials","tier":1,"returns_yearly":{"2021":83.6,"2022":-37.5,"2023":68,"2024":1.1,"2025":59.6,"2026":135}},{"slug":"tokyo-electron","name":"도쿄일렉트론","name_en":"Tokyo Electron (TEL)","tier":1,"returns_yearly":{"2021":40.4,"2022":-14.5,"2023":89.8,"2024":-4.4,"2025":61.6,"2026":78.2}},{"slug":"ichor-holdings","name":"이코르","name_en":"Ichor Holdings","tier":2,"returns_yearly":{"2021":52.7,"2022":-41.7,"2023":25.4,"2024":-4.2,"2025":-42.8,"2026":444.2}},{"slug":"mks-instruments","name":"MKS Instruments","name_en":"MKS Instruments","tier":2,"returns_yearly":{"2021":16.4,"2022":-51,"2023":22.6,"2024":2.2,"2025":54.4,"2026":131}},{"slug":"advanced-energy","name":"어드밴스드에너지","name_en":"Advanced Energy Industries","tier":2,"returns_yearly":{"2021":-5.7,"2022":-5.4,"2023":27.5,"2024":6.6,"2025":81.6,"2026":47.2}},{"slug":"smc","name":"SMC Corporation","name_en":"SMC Corporation","tier":2,"returns_yearly":{"2021":0.9,"2022":4.5,"2023":28.6,"2024":-28,"2025":4.2,"2026":26.6}},{"slug":"wonik-qnc","name":"원익QnC","name_en":"Wonik QnC","tier":2,"returns_yearly":{"2021":26.2,"2022":2,"2023":11.9,"2024":-33.7,"2025":53.4,"2026":9.3}},{"slug":"tck","name":"티씨케이","name_en":"TCK (Tokai Carbon Korea)","tier":2,"returns_yearly":{"2021":-10.1,"2022":-16.9,"2023":2.8,"2024":-28.7,"2025":225.7,"2026":-2.5}},{"slug":"hana-materials","name":"하나머티리얼즈","name_en":"Hana Materials","tier":2,"returns_yearly":{"2021":106,"2022":-30.5,"2023":26.1,"2024":-47.4,"2025":173.9,"2026":-15.7}},{"slug":"kc-tech","name":"케이씨텍","name_en":"KC Tech","tier":3,"returns_yearly":{"2021":-24.2,"2022":-6.1,"2023":57.9,"2024":5.9,"2025":56.7,"2026":108.1}},{"slug":"hana-micron","name":"하나마이크론","name_en":"Hana Micron","tier":3,"returns_yearly":{"2021":109,"2022":-41,"2023":143.5,"2024":-52.4,"2025":269.3,"2026":5.3}}],"analysis":"전력·아날로그 반도체와 SiC 전력소자를 만드는 일본 종합 반도체사로, 독일 SiCrystal 인수로 SiC 웨이퍼부터 소자까지 수직계열화한 것이 원가·공급 안정의 방어선이다. 성장축은 EV 인버터용 SiC MOSFET으로, 전기차 전동화 확산이 고전압·고효율 SiC 수요를 끌어올리는 구조다. FY2026 매출은 +9.7%(2,053억엔)였으나 BEV 둔화·중국 경쟁으로 SiC 고정자산을 감손해 순손실 1,584억엔을 냈다 — SiC 수직통합(SiCrystal) 베팅의 사이클 역풍이다. 이 국면에서 롬은 도시바 D&S·미쓰비시 파워반도체와의 사업통합 논의를 개시했고(2026.3), 별개로 덴소가 약 1.3조엔 TOB를 제안했다는 매체 보도가 있으나 미확정이다. 관건은 SiC 수요 회복 시점과 파워반도체 업계 재편의 향방이다.","analysis_en":"A Japanese diversified chipmaker of power/analog and SiC power devices, where vertical integration from SiC wafers to devices (via SiCrystal) is its line of cost and supply defense. Its growth axis is SiC MOSFETs for EV inverters, with EV electrification lifting demand for high-voltage, high-efficiency SiC. FY2026 sales rose 9.7% (JPY 205.3bn), but BEV slowdown and Chinese competition forced a SiC fixed-asset impairment and a net loss of JPY 158.4bn — a cyclical headwind to the SiC vertical-integration (SiCrystal) bet. Amid this, ROHM began integration talks with Toshiba D&S and Mitsubishi Electric power devices (Mar 2026); separately, media reported Denso proposed a ~JPY 1.3tn TOB, which remains unconfirmed. What matters is the timing of a SiC-demand recovery and the direction of power-semiconductor consolidation.","analysis_asof":"2026-07-12"},"edges":[{"direction":"investment","counterparty":"SiCrystal·SiC 캐파 투자 (수직계열화)","counterparty_slug":null,"confidence":"high","metric":{"integration":"wafer_to_device","fy2026_impairment_net_loss_jpy_bn":158.4},"note":"롬은 독일 SiCrystal 인수로 SiC 웨이퍼부터 소자까지 수직계열화하고 EV 인버터용 SiC MOSFET 캐파에 대규모 자본을 선투입했다 — 원가·공급 통제의 해자를 노린 베팅이다. 다만 FY2026 BEV 성장 둔화·중국 경쟁으로 이 SiC 고정자산에 감손(순손실 1,584억엔)을 계상 — 성장 베팅이 사이클 역풍을 맞은 대목이다.","note_en":"ROHM built SiC vertical integration from wafer to device via its SiCrystal acquisition and front-loaded large capital into SiC MOSFET capacity for EV inverters — a bet for a cost/supply-control moat. But in FY2026 a BEV-growth slowdown and Chinese competition forced an impairment on these SiC fixed assets (net loss JPY 158.4bn) — the point where the growth bet met a cyclical headwind.","sources":[{"stance":"confirms","publisher":"ROHM","publisher_en":"ROHM","kind":"filing","lang":"en","published_at":"2026-05-13","url":"https://fscdn.rohm.com/en/financial/financial-report/2603_financialresults_en.pdf","title":"ROHM FY2026(2026.3 종료) 결산보고 — 매출 ¥2,053억·SiC 감손 순손실 ¥1,584억","title_en":"ROHM FY2026 (ended Mar 2026) financial report — sales JPY 205.3bn, net loss JPY 158.4bn on SiC impairment","excerpt":"FY2026 BEV 둔화·중국 경쟁으로 SiC 사업 고정자산 감손 → 순손실 1,584억엔.","excerpt_en":"FY2026 SiC-business fixed-asset impairment on BEV slowdown/Chinese competition → net loss JPY 158.4bn."}]},{"direction":"cost","counterparty":"어플라이드 머티어리얼즈","counterparty_slug":"applied-materials","confidence":"mid","metric":{"fy":2026,"relationship":"front_end_equipment"},"note":"어플라이드 머티어리얼즈에서 전공정 장비 매입 — SiC 증설 장비의 핵심 상류.","note_en":"Purchases front-end tools from Applied Materials — a key upstream for SiC capacity tools.","sources":[{"stance":"confirms","publisher":"ROHM / 매체","publisher_en":"ROHM / media","kind":"news","lang":"en","published_at":"2026-03-27","url":"https://www.rohm.com/ir","title":"롬, 도시바·미쓰비시 파워반도체 사업통합 논의 개시(2026.3.27); 덴소 ¥1.3조 TOB 제안설(2026.3.6 매체보도, 미확정)","title_en":"ROHM begins integration talks with Toshiba D&S and Mitsubishi Electric power devices (Mar 27, 2026); reported Denso JPY 1.3tn TOB proposal (Mar 6, 2026, unconfirmed)","excerpt":"어플라이드 머티어리얼즈에서 전공정 장비 매입.","excerpt_en":"Buys front-end equipment from Applied Materials."},{"stance":"confirms","publisher":"EDINET/회사 IR","publisher_en":"EDINET / company IR","kind":"filing","lang":"ja","published_at":"2025-06-25","url":"https://disclosure2dl.edinet-fsa.go.jp/searchdocument/pdf/S100W2W6.pdf","title":"rohm 有価証券報告書 (EDINET)","title_en":"Annual Securities Report (EDINET)","excerpt":"有価証券報告書: 매출·고객·사업.","excerpt_en":"Annual securities report: revenue, customers, business."},{"stance":"confirms","publisher":"롬","publisher_en":"ROHM","kind":"reference","lang":"ko","published_at":"2025-01-01","url":"https://www.rohm.co.kr/company","title":"롬 회사 정보","title_en":"ROHM company info","excerpt":"어플라이드 머티어리얼즈에서 전공정 장비 매입.","excerpt_en":"Buys front-end equipment from Applied Materials."}]},{"direction":"cost","counterparty":"도쿄일렉트론","counterparty_slug":"tokyo-electron","confidence":"mid","metric":{"fy":2026,"relationship":"front_end_equipment"},"note":"도쿄일렉트론에서 SiC·전력 전공정 장비 매입 — SiC 캐파 증설의 상류 의존.","note_en":"Purchases SiC/power front-end tools from Tokyo Electron — upstream dependence for SiC capacity additions.","sources":[{"stance":"confirms","publisher":"ROHM / 매체","publisher_en":"ROHM / media","kind":"news","lang":"en","published_at":"2026-03-27","url":"https://www.rohm.com/ir","title":"롬, 도시바·미쓰비시 파워반도체 사업통합 논의 개시(2026.3.27); 덴소 ¥1.3조 TOB 제안설(2026.3.6 매체보도, 미확정)","title_en":"ROHM begins integration talks with Toshiba D&S and Mitsubishi Electric power devices (Mar 27, 2026); reported Denso JPY 1.3tn TOB proposal (Mar 6, 2026, unconfirmed)","excerpt":"도쿄일렉트론에서 전공정 장비 매입.","excerpt_en":"Buys front-end equipment from Tokyo Electron (TEL)."},{"stance":"confirms","publisher":"롬","publisher_en":"ROHM","kind":"reference","lang":"ko","published_at":"2025-01-01","url":"https://www.rohm.co.kr/company","title":"롬 회사 정보","title_en":"ROHM company info","excerpt":"도쿄일렉트론에서 전공정 장비 매입.","excerpt_en":"Buys front-end equipment from Tokyo Electron (TEL)."}]},{"direction":"revenue","counterparty":"자동차·산업 OEM (비공개)","counterparty_slug":null,"confidence":"mid","metric":{"fy":2026,"sic_impairment":true,"net_loss_jpy_bn":158.4,"net_sales_jpy_bn":205.3,"net_sales_yoy_pct":9.7},"note":"EV 인버터용 SiC MOSFET 등 전력·SiC 소자를 자동차·산업 OEM에 공급 — 전동화 수요의 직접 수혜.","note_en":"Supplies power/SiC devices such as EV-inverter SiC MOSFETs to automotive and industrial OEMs — a direct beneficiary of electrification demand.","sources":[{"stance":"mentions","publisher":"MarketScreener","publisher_en":"MarketScreener","kind":"research","lang":"en","published_at":"2026-06-01","url":"https://www.marketscreener.com/quote/stock/ROHM-CO-LTD-6492184/consensus/","title":"롬(6963) 투자의견·목표주가 컨센서스","title_en":"ROHM (6963) analyst consensus and price target","excerpt":"애널리스트 컨센서스 — SiC 감손·EV 둔화로 FY2026 순손실; 업계 통합(도시바·미쓰비시)·덴소 TOB 제안설이 밸류에이션 변수.","excerpt_en":"Analyst consensus — a SiC impairment and EV slowdown drove an FY2026 net loss; industry consolidation (Toshiba, Mitsubishi) and a reported Denso TOB proposal are valuation variables."},{"stance":"confirms","publisher":"ROHM","publisher_en":"ROHM","kind":"filing","lang":"en","published_at":"2026-05-13","url":"https://fscdn.rohm.com/en/financial/financial-report/2603_financialresults_en.pdf","title":"ROHM FY2026(2026.3 종료) 결산보고 — 매출 ¥2,053억·SiC 감손 순손실 ¥1,584억","title_en":"ROHM FY2026 (ended Mar 2026) financial report — sales JPY 205.3bn, net loss JPY 158.4bn on SiC impairment","excerpt":"롬 FY2026(2026.3) 연결 매출 2,053억엔(+9.7%)이나 BEV 성장 둔화·중국 경쟁으로 SiC 사업 고정자산 감손을 계상, 순손실 1,584억엔. SiC는 xEV 인버터(유럽·중국)향 판매는 견조. 2026.3 도시바 D&S·미쓰비시 파워반도체와 사업통합 논의 개시.","excerpt_en":"ROHM FY2026 (ended Mar 2026) consolidated sales JPY 205.3bn (+9.7%), but a SiC-business fixed-asset impairment on BEV-growth slowdown and Chinese competition produced a net loss of JPY 158.4bn. SiC sales for xEV inverters (Europe/China) held firm. In March 2026 it began integration discussions with Toshiba D&S and Mitsubishi Electric's power-device business."},{"stance":"confirms","publisher":"ROHM / 매체","publisher_en":"ROHM / media","kind":"news","lang":"en","published_at":"2026-03-27","url":"https://www.rohm.com/ir","title":"롬, 도시바·미쓰비시 파워반도체 사업통합 논의 개시(2026.3.27); 덴소 ¥1.3조 TOB 제안설(2026.3.6 매체보도, 미확정)","title_en":"ROHM begins integration talks with Toshiba D&S and Mitsubishi Electric power devices (Mar 27, 2026); reported Denso JPY 1.3tn TOB proposal (Mar 6, 2026, unconfirmed)","excerpt":"전력·SiC 소자을(를) 자동차·산업 OEM에 공급.","excerpt_en":"Supplies power and SiC devices to automotive and industrial OEM."}]},{"direction":"cost","counterparty":"부품·소재·R&D (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"제조용 부품·소재·R&D(비공개).","note_en":"Parts, materials and R&D (undisclosed).","sources":[{"stance":"confirms","publisher":"ROHM / 매체","publisher_en":"ROHM / media","kind":"news","lang":"en","published_at":"2026-03-27","url":"https://www.rohm.com/ir","title":"롬, 도시바·미쓰비시 파워반도체 사업통합 논의 개시(2026.3.27); 덴소 ¥1.3조 TOB 제안설(2026.3.6 매체보도, 미확정)","title_en":"ROHM begins integration talks with Toshiba D&S and Mitsubishi Electric power devices (Mar 27, 2026); reported Denso JPY 1.3tn TOB proposal (Mar 6, 2026, unconfirmed)","excerpt":"제조용 부품·소재·R&D(비공개).","excerpt_en":"Parts, materials and R&D (undisclosed)."}]},{"direction":"revenue","counterparty":"전자제품 OEM (비공개)","counterparty_slug":null,"confidence":"low","metric":{"fy":2026,"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value","sic_impairment":true,"net_loss_jpy_bn":158.4,"net_sales_jpy_bn":205.3,"net_sales_yoy_pct":9.7},"note":"전자제품 OEM에 공급(비공개).","note_en":"Supplies electronics OEMs (undisclosed).","sources":[{"stance":"confirms","publisher":"ROHM","publisher_en":"ROHM","kind":"filing","lang":"en","published_at":"2026-05-13","url":"https://fscdn.rohm.com/en/financial/financial-report/2603_financialresults_en.pdf","title":"ROHM FY2026(2026.3 종료) 결산보고 — 매출 ¥2,053억·SiC 감손 순손실 ¥1,584억","title_en":"ROHM FY2026 (ended Mar 2026) financial report — sales JPY 205.3bn, net loss JPY 158.4bn on SiC impairment","excerpt":"롬 FY2026(2026.3) 연결 매출 2,053억엔(+9.7%)이나 BEV 성장 둔화·중국 경쟁으로 SiC 사업 고정자산 감손을 계상, 순손실 1,584억엔. SiC는 xEV 인버터(유럽·중국)향 판매는 견조. 2026.3 도시바 D&S·미쓰비시 파워반도체와 사업통합 논의 개시.","excerpt_en":"ROHM FY2026 (ended Mar 2026) consolidated sales JPY 205.3bn (+9.7%), but a SiC-business fixed-asset impairment on BEV-growth slowdown and Chinese competition produced a net loss of JPY 158.4bn. SiC sales for xEV inverters (Europe/China) held firm. In March 2026 it began integration discussions with Toshiba D&S and Mitsubishi Electric's power-device business."},{"stance":"confirms","publisher":"ROHM / 매체","publisher_en":"ROHM / media","kind":"news","lang":"en","published_at":"2026-03-27","url":"https://www.rohm.com/ir","title":"롬, 도시바·미쓰비시 파워반도체 사업통합 논의 개시(2026.3.27); 덴소 ¥1.3조 TOB 제안설(2026.3.6 매체보도, 미확정)","title_en":"ROHM begins integration talks with Toshiba D&S and Mitsubishi Electric power devices (Mar 27, 2026); reported Denso JPY 1.3tn TOB proposal (Mar 6, 2026, unconfirmed)","excerpt":"전자제품 OEM에 공급(비공개).","excerpt_en":"Supplies electronics OEMs (undisclosed)."}]}]}