{"slug":"sns-tech","name":"에스앤에스텍","name_en":"S&S Tech","ticker":"101490.KQ","updated_at":"2026-07-12T08:23:49.777+00:00","canonical":"https://valuechain.wiki/sns-tech","same_as":["https://finance.yahoo.com/quote/101490.KQ","https://finance.naver.com/item/main.naver?code=101490"],"citable":"밸류체인 그래프 기준 에스앤에스텍의 직접 연결 기업은 2곳(관계 기준 공급 0·매출 2)이고, 사슬을 2차까지 넓히면 9곳에 닿는다. 링크의 근거 출처는 5건이며 그중 1차공시가 1건이다 (valuechain.wiki, 2026-07-12 기준).","citable_en":"Per the valuechain.wiki graph, S&S Tech is directly linked to 2 companies (0 supply, 2 revenue relationships) and reaches 9 companies within two hops; the links are backed by 5 dated sources, 1 of them primary filings (as of 2026-07-12).","kicker":"코스닥 · 반도체 소재 국산화 · EUV 블랭크마스크·펠리클","kicker_en":"KOSDAQ · Materials localization · EUV blankmask & pellicle","lead":"반도체·디스플레이 핵심 소재인 블랭크마스크(포토마스크 원판) 국산화 선두로, EUV 블랭크마스크·펠리클 양산을 추진하며 삼성전자가 지분 8%를 보유한 전략적 파트너다. 블랭크마스크는 그간 일본(호야 등)이 사실상 독점해온 소재라, 삼성이 EUV 공정에 국산 블랭크마스크를 채택한 것이 국산화의 상징이자 성장의 핵심 축이다. 주요 고객은 삼성전자·삼성디스플레이·SK하이닉스·LG디스플레이 등 반도체·디스플레이 최상위권이며(익명 공시 상위 거래처 467~269억원), EUV·High-NA 세대 진입 여부가 재평가 트리거다.","lead_en":"A leader in localizing blankmask (photomask substrate), a core semiconductor/display material, ramping EUV blankmask and pellicle with Samsung holding an 8% strategic stake. Blankmask has effectively been a Japanese (Hoya and others) monopoly, so Samsung's adoption of a domestic blankmask in EUV is both the symbol of localization and the key growth axis. Its main customers are top-tier chip/display makers — Samsung Electronics, Samsung Display, SK hynix, LG Display (top disclosed customers KRW 46.7-26.9B) — and entry into the EUV/High-NA generation is the re-rating trigger.","segments":{"fy":2025,"parts":[{"desc":"일본이 독점해온 블랭크마스크(포토마스크 원판)를 국산화, EUV 블랭크마스크·펠리클 양산 추진. 삼성전자(지분 8%)·SK하이닉스·삼성/LG디스플레이 공급, High-NA EUV 개발.","name":"블랭크마스크·EUV 펠리클"}],"total":"블랭크마스크·EUV 펠리클 — FY2025 연결 매출 2,437억(+38%). 2026 상반기 EUV 블랭크마스크 양산(매출 150~200억 추정)"},"segments_en":{"fy":2025,"parts":[{"desc":"Localizes blankmask (photomask substrate), a Japanese monopoly, ramping EUV blankmask and pellicle; supplies Samsung (8% stake), SK hynix, Samsung/LG Display, developing High-NA EUV.","name":"Blankmask and EUV pellicle"}],"total":"Blank masks and EUV pellicles — FY2025 revenue ₩243.7bn (+38%); EUV blank-mask mass production from 1H 2026 (₩15-20bn est.)"},"returns_yearly":{"2021":-17.3,"2022":-5,"2023":45.8,"2024":-31.2,"2025":210.8,"2026":-47.5},"return_asof":"2026-07-10","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 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Electronics","tier":1,"returns_yearly":{"2021":-9,"2022":-14.2,"2023":20.9,"2024":-26.4,"2025":212.9,"2026":77.9}}],"benefiting":[],"analysis":"일본(호야 등)이 사실상 독점해온 블랭크마스크(포토마스크 원판)를 국산화하는 선두 소재사로, 삼성전자가 지분 8%를 쥔 전략적 파트너라는 점이 국산화 서사의 핵심이다. 삼성이 EUV 공정에 국산 블랭크마스크를 채택하고 SK하이닉스·삼성/LG디스플레이까지 최상위 고객으로 두어, EUV·High-NA 세대 전환이 성장의 트리거다. 다만 EUV 펠리클·블랭크마스크 양산은 수율·인증이 관건이라 실적 변동성이 크고, 소수 대형 고객 집중이 리스크다. 그래프상 상류 트리거는 삼성전자·SK하이닉스의 EUV 도입 확대이며, 이 노드는 그 국산화 수요의 소재 수혜 지점이다.","analysis_en":"A leading materials maker localizing blankmask (photomask substrate), effectively a Japanese (Hoya and others) monopoly, with Samsung's 8% strategic stake at the heart of the localization story. Samsung's adoption of a domestic blankmask in EUV — plus SK hynix and Samsung/LG Display as top customers — makes the EUV/High-NA generational shift the growth trigger. But EUV pellicle and blankmask mass production hinge on yield and qualification, so earnings are volatile and concentration in a few large customers is a risk. Upstream on the graph the trigger is expanding EUV adoption at Samsung and SK hynix, and this node is the materials beneficiary of that localization demand.","analysis_asof":"2026-07-10"},"edges":[{"direction":"revenue","counterparty":"삼성전자","counterparty_slug":"samsung-electronics","confidence":"high","metric":null,"note":"삼성전자에 블랭크마스크·펠리클 공급 — 지분 8%를 쥔 전략적 파트너로, 삼성의 EUV 국산 블랭크마스크 채택이 성장의 핵심 축.","note_en":"Supplies blankmask and pellicle to Samsung — a strategic partner (8% stake) whose adoption of a domestic EUV blankmask is the key growth axis.","sources":[{"stance":"mentions","publisher":"DS투자증권","publisher_en":"DS Investment & Securities","kind":"research","lang":"ko","published_at":"2026-06-12","url":"https://www.ds-sec.co.kr/bbs/board.php?bo_table=sub03_02&wr_id=3036","title":"에스앤에스텍 — EUV 블랭크마스크 공급 확대, '근거 있는 자신감' (DS투자증권)","title_en":"S&S Tech — EUV blank-mask ramp, 'well-founded confidence' (DS Investment)","excerpt":"DS투자증권: EUV 밸류체인 공략·블랭크마스크 공급 확대. 2026 상반기 EUV 블랭크마스크 양산 돌입, 2026 EUV 블랭크마스크 매출 150~200억 추정. FY2025 연결 매출 2,437억(+38%).","excerpt_en":"DS Investment: EUV value-chain push and blank-mask ramp. EUV blank-mask mass production begins 1H 2026, 2026 EUV blank-mask sales estimated ₩15-20bn. FY2025 consolidated revenue ₩243.7bn (+38%)."},{"stance":"mentions","publisher":"DART(금융감독원 전자공시)","publisher_en":"DART (FSS)","kind":"filing","lang":"ko","published_at":"2026-03-16","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260316000487","title":"sns-tech 사업보고서 (DART)","title_en":"Annual business report (DART)","excerpt":"주요거래처 (가)~(라) 매출(당기, 익명 공시): 467.0억·423.3억·326.2억·268.9억원. 서술상 삼성전자·삼성디스플레이·SK하이닉스·LG디스플레이 등 반도체·디스플레이 최상위 기업 인접 입지를 명시.","excerpt_en":"Top four customers (anonymized) at KRW 46.7bn / 42.3bn / 32.6bn / 26.9bn in FY2025; the filing's narrative names proximity to Samsung Electronics, Samsung Display, SK hynix and LG Display as its customer base."},{"stance":"confirms","publisher":"전자신문","publisher_en":"ETNews","kind":"news","lang":"ko","published_at":"2026-01-12","url":"https://www.etnews.com/20260112000180","title":"삼성, EUV 공정에 국산 '블랭크 마스크' 쓴다","title_en":"Samsung to adopt domestic EUV blank masks (reducing dependence on Japan's Hoya)","excerpt":"삼성전자에 블랭크마스크·펠리클 공급.","excerpt_en":"Supplies blankmask and pellicle to Samsung Electronics."},{"stance":"confirms","publisher":"파이낸셜뉴스","publisher_en":"Financial News","kind":"news","lang":"ko","published_at":"2025-03-21","url":"https://www.fnnews.com/news/202503211358486799","title":"에스앤에스텍 EUV 블랭크마스크 양산","title_en":"S&S Tech ramps EUV blankmask","excerpt":"삼성전자에 블랭크마스크·펠리클 공급.","excerpt_en":"Supplies blankmask and pellicle to Samsung Electronics."}]},{"direction":"revenue","counterparty":"SK하이닉스","counterparty_slug":"sk-hynix","confidence":"mid","metric":null,"note":"SK하이닉스에 블랭크마스크·펠리클 공급 — 국산화 고객 다변화의 두 번째 축.","note_en":"Supplies blankmask and pellicle to SK hynix — the second axis of customer diversification in localization.","sources":[{"stance":"mentions","publisher":"DART(금융감독원 전자공시)","publisher_en":"DART (FSS)","kind":"filing","lang":"ko","published_at":"2026-03-16","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260316000487","title":"sns-tech 사업보고서 (DART)","title_en":"Annual business report (DART)","excerpt":"주요거래처 (가)~(라) 매출(당기, 익명 공시): 467.0억·423.3억·326.2억·268.9억원. 서술상 삼성전자·삼성디스플레이·SK하이닉스·LG디스플레이 등 반도체·디스플레이 최상위 기업 인접 입지를 명시.","excerpt_en":"Top four customers (anonymized) at KRW 46.7bn / 42.3bn / 32.6bn / 26.9bn in FY2025; the filing's narrative names proximity to Samsung Electronics, Samsung Display, SK hynix and LG Display as its customer base."},{"stance":"confirms","publisher":"전자신문","publisher_en":"ETNews","kind":"news","lang":"ko","published_at":"2026-01-12","url":"https://www.etnews.com/20260112000180","title":"삼성, EUV 공정에 국산 '블랭크 마스크' 쓴다","title_en":"Samsung to adopt domestic EUV blank masks (reducing dependence on Japan's Hoya)","excerpt":"SK하이닉스에 블랭크마스크·펠리클 공급.","excerpt_en":"Supplies blankmask and pellicle to SK hynix."},{"stance":"confirms","publisher":"파이낸셜뉴스","publisher_en":"Financial News","kind":"news","lang":"ko","published_at":"2025-03-21","url":"https://www.fnnews.com/news/202503211358486799","title":"에스앤에스텍 EUV 블랭크마스크 양산","title_en":"S&S Tech ramps EUV blankmask","excerpt":"SK하이닉스에 블랭크마스크·펠리클 공급.","excerpt_en":"Supplies blankmask and pellicle to SK hynix."}]},{"direction":"cost","counterparty":"원재료·소재 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"블랭크마스크·펠리클 제조용 원재료·소재 매입(비공개).","note_en":"Raw materials for blankmask and pellicle (undisclosed).","sources":[{"stance":"confirms","publisher":"파이낸셜뉴스","publisher_en":"Financial News","kind":"news","lang":"ko","published_at":"2025-03-21","url":"https://www.fnnews.com/news/202503211358486799","title":"에스앤에스텍 EUV 블랭크마스크 양산","title_en":"S&S Tech ramps EUV blankmask","excerpt":"블랭크마스크·펠리클 제조용 원재료·소재 매입(비공개).","excerpt_en":"Raw materials for blankmask and pellicle (undisclosed)."},{"stance":"confirms","publisher":"ETNews","publisher_en":"ETNews","kind":"news","lang":"en","published_at":"2021-11-26","url":"https://english.etnews.com/20211126200003","title":"S&S Tech develops blank mask for High-NA EUV","title_en":"S&S Tech develops blank mask for next-gen High-NA EUV","excerpt":"에스앤에스텍이 High-NA EUV용 블랭크마스크 개발.","excerpt_en":"S&S Tech develops blank mask for High-NA EUV."}]},{"direction":"cost","counterparty":"설비·R&D (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"생산 설비·연구개발 투자(비공개).","note_en":"Production equipment and R&D (undisclosed).","sources":[{"stance":"confirms","publisher":"파이낸셜뉴스","publisher_en":"Financial News","kind":"news","lang":"ko","published_at":"2025-03-21","url":"https://www.fnnews.com/news/202503211358486799","title":"에스앤에스텍 EUV 블랭크마스크 양산","title_en":"S&S Tech ramps EUV blankmask","excerpt":"생산 설비·연구개발 투자(비공개).","excerpt_en":"Production equipment and R&D (undisclosed)."}]}]}