{"slug":"sk-siltron","name":"SK실트론","name_en":"SK Siltron","ticker":null,"updated_at":"2026-07-12T04:11:10.076227+00:00","canonical":"https://valuechain.wiki/sk-siltron","citable":"밸류체인 그래프 기준 SK실트론의 직접 연결 기업은 3곳(관계 기준 공급 0·매출 3)이고, 사슬을 2차까지 넓히면 10곳에 닿는다. 링크의 근거 출처는 7건이며 그중 1차공시가 0건이다 (valuechain.wiki, 2026-07-12 기준).","citable_en":"Per the valuechain.wiki graph, SK Siltron is directly linked to 3 companies (0 supply, 3 revenue relationships) and reaches 10 companies within two hops; the links are backed by 7 dated sources, 0 of them primary filings (as of 2026-07-12).","kicker":"실리콘 웨이퍼 (300mm) · SiC 웨이퍼","kicker_en":"Silicon wafers (300mm) and SiC wafers","lead":"SK그룹 계열 비상장 웨이퍼 제조사. 300mm 실리콘 웨이퍼 세계 3위(신에쓰·SUMCO 다음)이며, SiC(실리콘카바이드) 웨이퍼는 울프스피드·코히어런트·ST·로옴과 함께 top-5(~15%). SK하이닉스와 HBM4 전용 초평탄 웨이퍼를 공동개발하고 삼성전자에도 공급한다. 美 미시간 8인치 SiC 증설(CHIPS 대출 $544M, 2026년 말 월 3만장).","lead_en":"An unlisted SK Group wafer maker. World No.3 in 300mm silicon wafers (after Shin-Etsu and SUMCO), and a top-5 SiC wafer supplier (~15%) alongside Wolfspeed, Coherent, ST and ROHM. Co-develops HBM4 ultra-flat wafers with SK hynix and also supplies Samsung. Expanding 8-inch SiC in Michigan (US CHIPS loan $544M, 30k/month by late 2026).","segments":{"fy":2025,"parts":[{"desc":"메모리·로직의 출발 소재. SK하이닉스(HBM4 공동개발)·삼성 공급이 수요 기반인 웨이퍼 과점의 본체.","name":"반도체 실리콘 웨이퍼 (300mm/200mm)","share":"세계 3위"},{"desc":"전력반도체·전기차용 6/8인치 SiC — 미시간 증설로 전장·전력 성장을 노리는 옵션 레그.","name":"SiC 웨이퍼","share":"top-5 ~15%"}],"total":"비상장(SK그룹). 300mm 세계 3위 · SiC ~15%","private":true,"concentration":"SK하이닉스(그룹·HBM4 공동개발)·삼성전자 공급. SiC는 전력반도체·전기차."},"segments_en":{"parts":[{"desc":"The starting material for memory and logic — the core of the wafer oligopoly, with SK hynix (HBM4 co-development) and Samsung supply as the demand base.","name":"Semiconductor silicon wafers (300mm/200mm)","share":"world No.3"},{"desc":"6/8-inch SiC for power electronics and EVs — an option leg targeting automotive/power growth via the Michigan expansion.","name":"SiC wafers","share":"top-5 ~15%"}],"total":"Unlisted (SK Group). World No.3 in 300mm; ~15% of SiC","private":true,"concentration":"Supplies SK hynix (group, HBM4 co-development) and Samsung. SiC serves power electronics and EVs."},"returns_yearly":null,"return_asof":null,"value_chain":{"leading":[{"slug":"dell","name":"Dell","name_en":"Dell Technologies","tier":3,"returns_yearly":{"2021":51.2,"2022":-26.6,"2023":95.9,"2024":53,"2025":11.2,"2026":248.1}},{"slug":"lenovo","name":"Lenovo","name_en":"Lenovo","tier":3,"returns_yearly":{"2021":-4.6,"2022":-20.9,"2023":36.2,"2024":18.2,"2025":-0.6,"2026":175.7}},{"slug":"nebius","name":"Nebius","name_en":"Nebius Group","tier":3,"returns_yearly":{"2025":202.2,"2026":162.4}},{"slug":"hpe","name":"HPE","name_en":"Hewlett Packard Enterprise","tier":3,"returns_yearly":{"2021":37.4,"2022":4.5,"2023":9.7,"2024":29.1,"2025":15.5,"2026":104}},{"slug":"terawulf","name":"TeraWulf","name_en":"TeraWulf","tier":3,"returns_yearly":{"2021":77.1,"2022":-95.5,"2023":258.2,"2024":135.8,"2025":103,"2026":91.2}},{"slug":"datadog","name":"Datadog","name_en":"Datadog","tier":3,"returns_yearly":{"2021":80.9,"2022":-58.7,"2023":65.1,"2024":17.7,"2025":-4.8,"2026":89.4}},{"slug":"lg-electronics","name":"LG전자","name_en":"LG Electronics","tier":3,"returns_yearly":{"2021":-16.2,"2022":-20.9,"2023":-5.8,"2024":-9.5,"2025":19.2,"2026":85.5}},{"slug":"eoptolink","name":"Eoptolink","name_en":"Eoptolink","tier":3,"returns_yearly":{"2021":-10.1,"2022":-27.7,"2023":136.6,"2024":197,"2025":368.8,"2026":74.9}},{"slug":"aurora","name":"Aurora Innovation","name_en":"Aurora Innovation","tier":3,"returns_yearly":{"2022":-89.3,"2023":261.2,"2024":44.2,"2025":-39,"2026":66.1}},{"slug":"kyocera","name":"교세라","name_en":"Kyocera","tier":3,"returns_yearly":{"2021":7.5,"2022":-2.1,"2023":33.8,"2024":-24,"2025":46.7,"2026":63}},{"slug":"crowdstrike","name":"CrowdStrike","name_en":"CrowdStrike","tier":3,"returns_yearly":{"2021":-3.3,"2022":-48.6,"2023":142.5,"2024":34,"2025":37,"2026":59.7}},{"slug":"mercury-systems","name":"Mercury Systems","name_en":"Mercury Systems","tier":3,"returns_yearly":{"2021":-37.5,"2022":-18.7,"2023":-18.3,"2024":14.8,"2025":73.8,"2026":47.9}},{"slug":"asustek","name":"에이수스(ASUS)","name_en":"ASUSTeK Computer","tier":3,"returns_yearly":{"2021":35.5,"2022":-12.9,"2023":72,"2024":41.1,"2025":-14.1,"2026":46.7}},{"slug":"wiwynn","name":"Wiwynn","name_en":"Wiwynn","tier":3,"returns_yearly":{"2021":24.7,"2022":-22.3,"2023":206.4,"2024":3.5,"2025":64.4,"2026":45.1}},{"slug":"illumina","name":"Illumina","name_en":"Illumina","tier":3,"returns_yearly":{"2021":2.8,"2022":-46.9,"2023":-31.1,"2024":-1.3,"2025":-1.8,"2026":45}},{"slug":"gigabyte","name":"기가바이트","name_en":"Gigabyte Technology","tier":3,"returns_yearly":{"2021":82.3,"2022":-3.4,"2023":173.2,"2024":-15.9,"2025":-4.7,"2026":44.4}},{"slug":"arista","name":"Arista Networks","name_en":"Arista Networks","tier":3,"returns_yearly":{"2021":97.9,"2022":-15.6,"2023":94.1,"2024":87.7,"2025":18.5,"2026":42.7}},{"slug":"cloudflare","name":"Cloudflare","name_en":"Cloudflare","tier":3,"returns_yearly":{"2021":73,"2022":-65.6,"2023":84.2,"2024":29.3,"2025":83.1,"2026":36.1}},{"slug":"quanta","name":"Quanta","name_en":"Quanta Computer","tier":3,"returns_yearly":{"2021":22.2,"2022":-12.8,"2023":254.5,"2024":12.7,"2025":8.9,"2026":33.4}},{"slug":"coreweave","name":"CoreWeave","name_en":"CoreWeave","tier":3,"returns_yearly":{"2026":24.1}},{"slug":"sk-telecom","name":"SK텔레콤","name_en":"SK Telecom","tier":3,"returns_yearly":{"2021":7.9,"2022":-12,"2023":15.8,"2024":15.5,"2025":37.5,"2026":23.4}},{"slug":"celestica","name":"Celestica","name_en":"Celestica","tier":3,"returns_yearly":{"2021":37.9,"2022":1.3,"2023":159.8,"2024":215.2,"2025":220.3,"2026":21.7}},{"slug":"snowflake","name":"Snowflake","name_en":"Snowflake","tier":3,"returns_yearly":{"2021":20.4,"2022":-57.6,"2023":38.6,"2024":-22.4,"2025":42.1,"2026":19.2}},{"slug":"geely-auto","name":"지리자동차","name_en":"Geely Auto","tier":3,"returns_yearly":{"2021":-40.8,"2022":-22.9,"2023":-40.3,"2024":98.5,"2025":14.5,"2026":18.9}},{"slug":"wistron","name":"위스트론","name_en":"Wistron","tier":3,"returns_yearly":{"2021":7.9,"2022":9.7,"2023":272.7,"2024":-1.6,"2025":22.7,"2026":14.8}},{"slug":"alphabet","name":"알파벳 (구글)","name_en":"Alphabet (Google)","tier":3,"returns_yearly":{"2021":65.3,"2022":-39.1,"2023":58.3,"2024":36,"2025":66,"2026":14.3}},{"slug":"foxconn","name":"Foxconn","name_en":"Foxconn (Hon Hai)","tier":3,"returns_yearly":{"2021":-5.1,"2022":2.8,"2023":7.8,"2024":80.1,"2025":26.9,"2026":10.9}},{"slug":"iren","name":"IREN","name_en":"IREN","tier":3,"returns_yearly":{"2022":-92.3,"2023":472,"2024":37.3,"2025":284.6,"2026":8.9}},{"slug":"amazon","name":"아마존","name_en":"Amazon","tier":3,"returns_yearly":{"2021":2.4,"2022":-49.6,"2023":80.9,"2024":44.4,"2025":5.2,"2026":6.3}},{"slug":"meta","name":"메타 플랫폼스","name_en":"Meta Platforms","tier":3,"returns_yearly":{"2021":23.1,"2022":-64.2,"2023":194.1,"2024":66,"2025":13.1,"2026":1.6}},{"slug":"tempus-ai","name":"Tempus AI","name_en":"Tempus AI","tier":3,"returns_yearly":{"2025":74.9,"2026":-1.4}},{"slug":"ibm","name":"IBM","name_en":"IBM","tier":3,"returns_yearly":{"2021":16.7,"2022":10.6,"2023":21.8,"2024":39.3,"2025":38.2,"2026":-1.6}},{"slug":"super-micro","name":"Super Micro","name_en":"Super Micro","tier":3,"returns_yearly":{"2021":38.8,"2022":86.8,"2023":246.2,"2024":7.2,"2025":-4,"2026":-3.3}},{"slug":"general-motors","name":"제너럴 모터스","name_en":"General Motors","tier":3,"returns_yearly":{"2021":40.8,"2022":-42.4,"2023":7.9,"2024":49.8,"2025":54.2,"2026":-3.8}},{"slug":"ionq","name":"IonQ","name_en":"IonQ","tier":3,"returns_yearly":{"2022":-79.3,"2023":259.1,"2024":237.1,"2025":7.4,"2026":-4.5}},{"slug":"schrodinger","name":"Schrödinger","name_en":"Schrodinger","tier":3,"returns_yearly":{"2021":-56,"2022":-46.3,"2023":91.5,"2024":-46.1,"2025":-7.3,"2026":-7.8}},{"slug":"hyundai-motor-company","name":"현대차","name_en":"Hyundai Motor Company","tier":3,"returns_yearly":{"2021":-16.7,"2022":-4.7,"2023":16.2,"2024":12.3,"2025":158.8,"2026":-7.8}},{"slug":"uber","name":"Uber","name_en":"Uber","tier":3,"returns_yearly":{"2021":-17.8,"2022":-41,"2023":149,"2024":-2,"2025":35.5,"2026":-8.8}},{"slug":"tesla","name":"Tesla","name_en":"Tesla","tier":3,"returns_yearly":{"2021":49.8,"2022":-65,"2023":101.7,"2024":62.5,"2025":11.4,"2026":-9.3}},{"slug":"recursion","name":"Recursion Pharmaceuticals","name_en":"Recursion Pharmaceuticals","tier":3,"returns_yearly":{"2022":-55,"2023":27.9,"2024":-31.4,"2025":-39.5,"2026":-13}},{"slug":"toyota","name":"Toyota Motor Corporation","name_en":"Toyota Motor Corporation","tier":3,"returns_yearly":{"2021":58.1,"2022":-13.4,"2023":63,"2024":1.8,"2025":21.8,"2026":-18.2}},{"slug":"microsoft","name":"마이크로소프트","name_en":"Microsoft","tier":3,"returns_yearly":{"2021":52.5,"2022":-28,"2023":58.2,"2024":12.9,"2025":15.6,"2026":-20}},{"slug":"alibaba","name":"알리바바","name_en":"Alibaba Group","tier":3,"returns_yearly":{"2021":-49,"2022":-25.8,"2023":-10.8,"2024":11.8,"2025":75.8,"2026":-22.7}},{"slug":"tencent-holdings-limited","name":"텐센트","name_en":"Tencent Holdings Limited","tier":3,"returns_yearly":{"2021":-28.6,"2022":-14.2,"2023":-28.7,"2024":49.8,"2025":52.1,"2026":-23.2}},{"slug":"baidu","name":"바이두","name_en":"Baidu","tier":3,"returns_yearly":{"2022":-8.2,"2023":-23.4,"2024":-13.5,"2025":74.2,"2026":-24.5}},{"slug":"rigetti","name":"Rigetti Computing","name_en":"Rigetti Computing","tier":3,"returns_yearly":{"2022":-92.9,"2023":35.1,"2024":1449.2,"2025":45.2,"2026":-25.3}},{"slug":"xiaomi","name":"샤오미","name_en":"Xiaomi","tier":3,"returns_yearly":{"2021":-43.9,"2022":-21.1,"2023":-4.6,"2024":209.7,"2025":-6.9,"2026":-27.2}},{"slug":"oracle","name":"Oracle","name_en":"Oracle","tier":3,"returns_yearly":{"2021":36.9,"2022":-4.6,"2023":30.9,"2024":60,"2025":18.1,"2026":-27.4}},{"slug":"palantir","name":"Palantir","name_en":"Palantir Technologies","tier":3,"returns_yearly":{"2021":-22.7,"2022":-64.7,"2023":167.4,"2024":340.5,"2025":135,"2026":-28.7}},{"slug":"servicenow","name":"ServiceNow","name_en":"ServiceNow","tier":3,"returns_yearly":{"2021":17.9,"2022":-40.2,"2023":82,"2024":50.1,"2025":-27.7,"2026":-29.7}},{"slug":"kratos","name":"Kratos","name_en":"Kratos 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 Storage)","tier":2,"returns_yearly":{"2021":44,"2022":-17.8,"2023":33.3,"2024":72.3,"2025":9.1,"2026":18.4}},{"slug":"apple","name":"Apple","name_en":"Apple","tier":2,"returns_yearly":{"2021":34.6,"2022":-26.4,"2023":49,"2024":30.7,"2025":9.1,"2026":16.2}},{"slug":"broadcom","name":"Broadcom","name_en":"Broadcom","tier":2,"returns_yearly":{"2021":56.5,"2022":-13.3,"2023":104.2,"2024":110.5,"2025":50.6,"2026":16}},{"slug":"nvidia","name":"NVIDIA","name_en":"NVIDIA","tier":2,"returns_yearly":{"2021":125.5,"2022":-50.3,"2023":239,"2024":171.2,"2025":38.9,"2026":13.3}},{"slug":"qualcomm","name":"Qualcomm","name_en":"Qualcomm","tier":2,"returns_yearly":{"2021":22.3,"2022":-38.6,"2023":35.1,"2024":8.3,"2025":13.8,"2026":11.7}},{"slug":"sk-hynix","name":"SK하이닉스","name_en":"SK hynix","tier":1,"returns_yearly":{"2021":-0.4,"2022":-25.6,"2023":53.9,"2024":48.6,"2025":361.1,"2026":140.3}},{"slug":"samsung-electronics","name":"삼성전자","name_en":"Samsung Electronics","tier":1,"returns_yearly":{"2021":-9,"2022":-14.2,"2023":20.9,"2024":-26.4,"2025":212.9,"2026":77.9}},{"slug":"infineon","name":"인피니언","name_en":"Infineon Technologies","tier":1,"returns_yearly":{"2021":10.4,"2022":-8.6,"2023":3.4,"2024":-4,"2025":31,"2026":75.5}}],"benefiting":[],"analysis":"SK실트론의 투자 논점은 '모든 칩의 출발 소재를 쥔 웨이퍼 과점 + SiC 옵션'이다. 300mm 실리콘 웨이퍼 세계 3위(신에쓰·섬코 다음)로, 어느 칩이 이기든 웨이퍼는 필요하다는 점에서 사이클을 타되 승자에 무관한 픽앤쇼블이다 — SK하이닉스 그룹 시너지(HBM4 전용 초평탄 웨이퍼 공동개발)와 삼성 공급이 수요 기반이다. 여기에 SiC(전력반도체·전기차) 웨이퍼 top-5(~15%)와 미시간 8인치 증설(CHIPS 대출 $544M)이 전장·전력 성장 옵션을 얹는다. 관건은 메모리·AI 웨이퍼 수요와 SiC 램프이며, 2026년 두산그룹의 100% 인수(약 5조원)로 지배구조가 바뀐다. 비상장이라 주가는 미집계다.","analysis_en":"SK Siltron's thesis is 'a wafer oligopoly holding the starting material of every chip, plus a SiC option.' As world No.3 in 300mm silicon wafers (after Shin-Etsu and SUMCO), it is a picks-and-shovels play that rides the cycle yet is agnostic to which chip wins — since every chip needs a wafer — with SK hynix group synergy (co-developing HBM4 ultra-flat wafers) and Samsung supply as the demand base. On top, top-5 SiC wafers (~15%) for power electronics/EVs and an 8-inch Michigan expansion (US CHIPS loan $544M) add an automotive/power growth option. The keys are memory/AI wafer demand and the SiC ramp; in 2026 Doosan Group's 100% acquisition (~KRW 5T) changes ownership. Being unlisted, its share return is not tracked.","analysis_asof":"2026-06-23"},"edges":[{"direction":"investor","counterparty":"두산그룹 (2026 인수)","counterparty_slug":null,"confidence":"high","metric":null,"note":"두산그룹이 SK실트론 지분 100% 인수(2026, 약 5조원).","note_en":"Doosan Group acquires 100% of SK Siltron (2026, ~KRW 5T).","sources":[{"stance":"confirms","publisher":"한국경제","publisher_en":"The Korea Economic Daily (Hankyung)","kind":"news","lang":"ko","published_at":"2026-05-17","url":"https://www.hankyung.com/article/2026051719391","title":"[단독] 두산, SK실트론 100% 인수","title_en":"[Exclusive] Doosan to acquire 100% of SK Siltron","excerpt":"인수 규모는 5조원대 중반으로 지분 100%를 통째로 확보하는 구조다.","excerpt_en":"The acquisition is sized in the mid-5-trillion-won range and is structured to secure the entire 100% stake."},{"stance":"confirms","publisher":"KED 글로벌 (한국경제 영문)","publisher_en":"KED Global","kind":"news","lang":"en","published_at":"2026-05-17","url":"https://www.kedglobal.com/mergers-acquisitions/newsView/ked202605170001","title":"두산, SK실트론 100% 인수로 사업 축을 반도체로 재편","title_en":"Doosan to acquire 100% of SK Siltron, redrawing business around chips","excerpt":"Doosan Group is set to close a deal to acquire 100% of SK Siltron Co., a roughly 5.5 trillion won ($3.7 billion) transaction.","excerpt_en":"Doosan Group is set to close a deal to acquire 100% of SK Siltron Co., a roughly 5.5 trillion won ($3.7 billion) transaction."}]},{"direction":"revenue","counterparty":"SK하이닉스","counterparty_slug":"sk-hynix","confidence":"high","metric":null,"note":"SK하이닉스에 300mm 웨이퍼를 공급하고 HBM4 전용 초평탄 웨이퍼를 공동개발 — 그룹 시너지로 AI 메모리 상승 사이클에 직접 노출되는 핵심 관계.","note_en":"Supplies 300mm wafers to SK hynix and co-develops HBM4 ultra-flat wafers — the key relationship, with group synergy giving direct exposure to the AI-memory up-cycle.","sources":[{"stance":"confirms","publisher":"아이씨엔매거진","publisher_en":"ICN Magazine","kind":"news","lang":"ko","published_at":"2026-01-15","url":"https://icnweb.kr/2026/79720/","title":"HBM4 시대의 보이지 않는 병목—특수 폴리시드 웨이퍼","title_en":"HBM4’s hidden bottleneck — special polished wafers","excerpt":"SK하이닉스가 계열사 SK실트론과 HBM4 전용 웨이퍼 조기 수급·공동개발.","excerpt_en":"SK hynix builds early HBM4 wafer supply and co-develops with affiliate SK Siltron."},{"stance":"confirms","publisher":"비즈워치","publisher_en":"BizWatch","kind":"news","lang":"ko","published_at":"2025-05-23","url":"https://news.bizwatch.co.kr/article/industry/2025/05/23/0043","title":"'웨이퍼 숨은 강자' SK실트론, 日 아성 깰까","title_en":"SK Siltron, the hidden wafer champion, takes on Japan’s lead","excerpt":"SK실트론, SK하이닉스·삼성과 협력하며 300mm 3위.","excerpt_en":"SK Siltron, No.3 in 300mm, partners with SK hynix and Samsung."}]},{"direction":"revenue","counterparty":"SiC 전력반도체·전기차 고객 (비공개)","counterparty_slug":null,"confidence":"mid","metric":{"type":"share","unit":"%","basis":"SiC 웨이퍼 세계 점유율","value":15,"period":"2025","basis_en":"global SiC wafer share"},"note":"SiC(실리콘카바이드) 6/8인치 웨이퍼를 전력반도체·전기차용으로 공급. 세계 top-5(~15%).","note_en":"Supplies 6/8-inch SiC wafers for power electronics and EVs; top-5 globally (~15%).","sources":[{"stance":"confirms","publisher":"Mordor Intelligence","publisher_en":"Mordor Intelligence","kind":"analysis","lang":"en","published_at":"2025-01-01","url":"https://www.mordorintelligence.com/industry-reports/sic-wafer-market","title":"SiC 웨이퍼 시장 보고서 (SK실트론 top-5 ~15%)","title_en":"SiC Wafer Market Report (SK Siltron top-5, ~15%)","excerpt":"SK실트론 SiC top-5, ~15%, 연 50만장+.","excerpt_en":"SK Siltron is a top-5 SiC supplier, ~15%, 500k+ units/yr."}]},{"direction":"revenue","counterparty":"인피니언","counterparty_slug":"infineon","confidence":"mid","metric":null,"note":"인피니언에 SiC 웨이퍼를 공급 — 전력반도체 1위 고객으로, SK실트론 SiC 레그의 전장·전력 수요 노출을 대표한다.","note_en":"Supplies SiC wafers to Infineon — the leading power-semiconductor customer, representing SK Siltron's automotive/power demand exposure in its SiC leg.","sources":[{"stance":"confirms","publisher":"인피니언","publisher_en":"Infineon","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.infineon.com/cms/en/about-infineon/investor/","title":"Infineon IR","title_en":"Infineon IR","excerpt":"인피니언에 SiC 웨이퍼 공급.","excerpt_en":"Supplies SiC wafers to Infineon Technologies."},{"stance":"confirms","publisher":"디일렉","publisher_en":"TheElec","kind":"news","lang":"ko","published_at":"2025-01-01","url":"https://www.thelec.kr/news/articleView.html?idxno=52459","title":"인피니언 SiC 파워 모스펫","title_en":"Infineon SiC power MOSFETs","excerpt":"인피니언에 SiC 웨이퍼 공급.","excerpt_en":"Supplies SiC wafers to Infineon Technologies."}]},{"direction":"revenue","counterparty":"삼성전자","counterparty_slug":"samsung-electronics","confidence":"mid","metric":null,"note":"삼성전자에 300mm 실리콘 웨이퍼를 공급 — SK 그룹 밖 대형 고객으로 웨이퍼 수요 기반을 넓히는 관계.","note_en":"Supplies 300mm silicon wafers to Samsung — a large customer outside the SK group that broadens the wafer demand base.","sources":[{"stance":"confirms","publisher":"비즈워치","publisher_en":"BizWatch","kind":"news","lang":"ko","published_at":"2025-05-23","url":"https://news.bizwatch.co.kr/article/industry/2025/05/23/0043","title":"'웨이퍼 숨은 강자' SK실트론, 日 아성 깰까","title_en":"SK Siltron, the hidden wafer champion, takes on Japan’s lead","excerpt":"SK실트론이 삼성전자 등 글로벌 강자에 웨이퍼 공급.","excerpt_en":"SK Siltron supplies wafers to Samsung and other global leaders."}]},{"direction":"cost","counterparty":"폴리실리콘·석영 도가니·SiC 분말 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"잉곳 성장용 폴리실리콘·석영 도가니, SiC 원료 분말 투입(비공개).","note_en":"Polysilicon, quartz crucibles and SiC source powder for crystal growth (undisclosed).","sources":[{"stance":"mentions","publisher":"비즈워치","publisher_en":"BizWatch","kind":"news","lang":"ko","published_at":"2025-05-23","url":"https://news.bizwatch.co.kr/article/industry/2025/05/23/0043","title":"'웨이퍼 숨은 강자' SK실트론, 日 아성 깰까","title_en":"SK Siltron, the hidden wafer champion, takes on Japan’s lead","excerpt":"결정성장 원재료 의존.","excerpt_en":"Depends on crystal-growth raw materials."}]},{"direction":"cost","counterparty":"결정성장·연마 장비 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"단결정 성장로·연마/세정 장비 투자(미시간 SiC 증설 포함).","note_en":"Crystal pullers and polishing/cleaning tools (incl. Michigan SiC expansion).","sources":[{"stance":"mentions","publisher":"Mordor Intelligence","publisher_en":"Mordor Intelligence","kind":"analysis","lang":"en","published_at":"2025-01-01","url":"https://www.mordorintelligence.com/industry-reports/sic-wafer-market","title":"SiC 웨이퍼 시장 보고서 (SK실트론 top-5 ~15%)","title_en":"SiC Wafer Market Report (SK Siltron top-5, ~15%)","excerpt":"미시간 8인치 SiC 증설 capex.","excerpt_en":"Michigan 8-inch SiC expansion capex."}]}]}