# Who does ROHM pay? Who are its key suppliers?
Canonical: https://valuechain.wiki/rohm · Facet: suppliers · Updated: 2026-07-12T06:24:03.506+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: ROHM's confirmed suppliers/cost counterparties include 어플라이드 머티어리얼즈, 도쿄일렉트론 plus 1 undisclosed/aggregate relationship. Per the valuechain.wiki graph: 3 cost edges, backed by 3 dated sources, 1 of them primary filings (as of 2026-07-12).

### SiCrystal·SiC 캐파 투자 (수직계열화) (high)
- note: 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.
- [confirms] ROHM (EN, filing, published 2026-05-13) https://fscdn.rohm.com/en/financial/financial-report/2603_financialresults_en.pdf: "FY2026 SiC-business fixed-asset impairment on BEV slowdown/Chinese competition → net loss JPY 158.4bn."

### 어플라이드 머티어리얼즈 (mid)  → /applied-materials.md
- note: Purchases front-end tools from Applied Materials — a key upstream for SiC capacity tools.
- [confirms] ROHM / media (EN, news, published 2026-03-27) https://www.rohm.com/ir: "Buys front-end equipment from Applied Materials."
- [confirms] EDINET / company IR (JA, filing, published 2025-06-25) https://disclosure2dl.edinet-fsa.go.jp/searchdocument/pdf/S100W2W6.pdf: "Annual securities report: revenue, customers, business."
- [confirms] ROHM (KO, reference, published 2025-01-01) https://www.rohm.co.kr/company: "Buys front-end equipment from Applied Materials."

### 도쿄일렉트론 (mid)  → /tokyo-electron.md
- note: Purchases SiC/power front-end tools from Tokyo Electron — upstream dependence for SiC capacity additions.
- [confirms] ROHM / media (EN, news, published 2026-03-27) https://www.rohm.com/ir: "Buys front-end equipment from Tokyo Electron (TEL)."
- [confirms] ROHM (KO, reference, published 2025-01-01) https://www.rohm.co.kr/company: "Buys front-end equipment from Tokyo Electron (TEL)."

### 부품·소재·R&D (비공개) (low)
- note: Parts, materials and R&D (undisclosed).
- [confirms] ROHM / media (EN, news, published 2026-03-27) https://www.rohm.com/ir: "Parts, materials and R&D (undisclosed)."

Reverse side: https://valuechain.wiki/rohm/customers.md · Ripple: https://valuechain.wiki/rohm/ripple.md

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Full node: https://valuechain.wiki/rohm.md · JSON: https://valuechain.wiki/rohm.json