{"slug":"sumco","name":"섬코","name_en":"SUMCO Corporation","ticker":"3436.T","updated_at":"2026-07-12T08:19:54.549585+00:00","canonical":"https://valuechain.wiki/sumco","same_as":["https://finance.yahoo.com/quote/3436.T"],"citable":"밸류체인 그래프 기준 섬코의 직접 연결 기업은 5곳(관계 기준 공급 0·매출 5)이고, 사슬을 2차까지 넓히면 30곳에 닿는다. 링크의 근거 출처는 6건이며 그중 1차공시가 1건이다 (valuechain.wiki, 2026-07-12 기준).","citable_en":"Per the valuechain.wiki graph, SUMCO Corporation is directly linked to 5 companies (0 supply, 5 revenue relationships) and reaches 30 companies within two hops; the links are backed by 6 dated sources, 1 of them primary filings (as of 2026-07-12).","kicker":"닛케이 · 실리콘 웨이퍼 · 300mm 세계 2위(~25%)","kicker_en":"Nikkei · Silicon wafers · World No.2 in 300mm (~25%)","lead":"세계 2위 실리콘 웨이퍼 제조사로 300mm 세계 점유율 약 25%. 신에쓰·섬코 두 일본 업체가 300mm 물량의 절반 이상을 책임진다. TSMC·삼성전자·SK하이닉스·마이크론·인텔에 장기공급계약(LTA)으로 폴리시드 웨이퍼를 공급하며, HBM4·하이브리드 본딩용 초평탄 웨이퍼가 핵심 병목으로 떠올랐다.","lead_en":"The world’s No.2 silicon-wafer maker with about 25% of 300mm supply. Shin-Etsu and SUMCO together cover more than half of 300mm volume. Supplies polished wafers under long-term agreements to TSMC, Samsung, SK hynix, Micron and Intel; ultra-flat wafers for HBM4 and hybrid bonding have become a key bottleneck.","segments":{"fy":2025,"parts":[{"name":"반도체 실리콘 (300mm/200mm 웨이퍼)","share":"300mm 세계 ~25%"},{"name":"기타 화학/소재"}],"total":"300mm 웨이퍼 세계 점유율 약 25% (세계 2위)","source":"https://www.sumcosi.com/english/ir/","concentration":"고객 TSMC·삼성·SK·마이크론·인텔 LTA. HBM4 초평탄 웨이퍼 수급 핵심."},"segments_en":{"parts":[{"name":"Semiconductor silicon (300mm/200mm wafers)","share":"~25% of 300mm"},{"name":"Other chemicals/materials"}],"total":"About 25% of global 300mm wafer supply (world No.2)","concentration":"Customers TSMC, Samsung, SK, Micron, Intel under LTAs. 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TSMC·삼성·SK하이닉스·마이크론·인텔이 모두 장기공급계약(LTA)으로 물량을 잠가둘 만큼 대체 공급원이 없는 병목이라, 웨이퍼 부족은 곧 팹 증설의 상한선이 된다 — AI·HBM 붐이 웨이퍼 투입량을 끌어올리고, 특히 HBM4·하이브리드 본딩용 초평탄 웨이퍼가 새 프리미엄 병목으로 떠올랐다. LTA 구조는 가격·물량을 선확정해 다운사이클 방어력을 주지만, 잉곳용 폴리실리콘·석영 도가니·전력 등 원가 투입에 마진이 노출된다. 위험은 신규 캐파가 리드타임이 길어 증설이 수요를 뒤늦게 따라가고, 웨이퍼 수요가 팹 가동률에 후행한다는 점이다.","analysis_en":"The thesis is a duopoly position sharing 300mm silicon wafers — semiconductor's most basic material — with Shin-Etsu (Shin-Etsu ~30%, SUMCO ~25%, together over half). TSMC, Samsung, SK hynix, Micron and Intel all lock volume under long-term agreements (LTAs) because there is no ready alternative, so a wafer shortage becomes the ceiling on fab expansion — the AI/HBM boom lifts wafer input, and ultra-flat wafers for HBM4 and hybrid bonding have emerged as a new premium bottleneck. LTAs pre-lock price and volume for downturn defense, but margins are exposed to input costs like polysilicon, quartz crucibles and power. Risks are that new capacity has long lead times, so expansion lags demand, and that wafer demand trails fab utilization.","analysis_asof":"2026-07-10"},"edges":[{"direction":"revenue","counterparty":"삼성전자","counterparty_slug":"samsung-electronics","confidence":"high","metric":{"type":"share","unit":"%","basis":"300mm 웨이퍼 세계 점유율","value":25,"period":"2023~2025","basis_en":"global 300mm wafer share"},"note":"삼성전자에 300mm 폴리시드 웨이퍼를 LTA로 공급 — HBM4용 초평탄 웨이퍼 수급이 새 프리미엄 병목.","note_en":"Supplies 300mm polished wafers to Samsung under LTAs — HBM4 ultra-flat wafer supply is a new premium bottleneck.","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":"삼성·SK가 신에쓰·섬코와 HBM4 웨이퍼 LTA 강화.","excerpt_en":"Samsung and SK strengthen HBM4 wafer LTAs with Shin-Etsu and SUMCO."},{"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":"신에쓰 30%·섬코 25%로 300mm 절반 이상 공급.","excerpt_en":"Shin-Etsu ~30% and SUMCO ~25% supply over half of 300mm."},{"stance":"confirms","publisher":"섬코","publisher_en":"SUMCO","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.sumcosi.com/english/ir/","title":"섬코 IR","title_en":"SUMCO IR","excerpt":"반도체 실리콘 부문—300mm 세계 ~25%.","excerpt_en":"Semiconductor silicon segment — ~25% of global 300mm."},{"stance":"confirms","publisher":"섬코 / EDINET","publisher_en":"SUMCO / EDINET","kind":"filing","lang":"ja","published_at":"2025-03-27","url":"https://www.sumcosi.com/ir/library/secreports/","title":"有価証券報告書 (SUMCO)","title_en":"Annual Securities Reports (SUMCO)","excerpt":"有価証券報告書: 실리콘 웨이퍼 매출·고객(반도체 제조사) 및 설비투자.","excerpt_en":"Annual Securities Report: silicon-wafer revenue, customers (chipmakers) and capex."},{"stance":"confirms","publisher":"Market Growth Reports","publisher_en":"Market Growth Reports","kind":"analysis","lang":"en","published_at":"2025-01-01","url":"https://www.marketgrowthreports.com/market-reports/300mm-silicon-wafers-market-103422","title":"300mm 실리콘 웨이퍼 시장 (상위 5사 85%)","title_en":"300mm Silicon Wafers Market (top five ~85%)","excerpt":"상위 5사가 300mm 85% 과점.","excerpt_en":"Top five control ~85% of 300mm."}]},{"direction":"revenue","counterparty":"SK하이닉스","counterparty_slug":"sk-hynix","confidence":"high","metric":null,"note":"SK하이닉스에 300mm 폴리시드 웨이퍼를 LTA로 공급 — HBM 증설로 웨이퍼 투입량이 늘수록 수혜.","note_en":"Supplies 300mm polished wafers to SK hynix under LTAs — a beneficiary as HBM expansion raises wafer input.","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":"삼성·SK가 신에쓰·섬코와 HBM4 웨이퍼 LTA 강화.","excerpt_en":"Samsung and SK strengthen HBM4 wafer LTAs with Shin-Etsu and SUMCO."},{"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":"신에쓰 30%·섬코 25%로 300mm 절반 이상 공급.","excerpt_en":"Shin-Etsu ~30% and SUMCO ~25% supply over half of 300mm."}]},{"direction":"revenue","counterparty":"Micron Technology","counterparty_slug":"micron","confidence":"high","metric":null,"note":"마이크론에 300mm 폴리시드 웨이퍼를 LTA로 공급 — 메모리 3사 동시 증설 시 웨이퍼 수요가 겹쳐 쌓인다.","note_en":"Supplies 300mm polished wafers to Micron under LTAs — wafer demand stacks when the three memory makers expand at once.","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":"삼성·SK가 신에쓰·섬코와 HBM4 웨이퍼 LTA 강화.","excerpt_en":"Samsung and SK strengthen HBM4 wafer LTAs with Shin-Etsu and SUMCO."},{"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":"신에쓰 30%·섬코 25%로 300mm 절반 이상 공급.","excerpt_en":"Shin-Etsu ~30% and SUMCO ~25% supply over half of 300mm."}]},{"direction":"revenue","counterparty":"TSMC","counterparty_slug":"tsmc","confidence":"high","metric":null,"note":"TSMC에 300mm 폴리시드 웨이퍼를 장기계약(LTA)으로 공급 — 신에쓰와 양분하는 과점 구조라 대체 공급원이 마땅치 않은 병목.","note_en":"Supplies 300mm polished wafers to TSMC under long-term agreements — a duopoly with Shin-Etsu that leaves no ready alternative, a bottleneck.","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":"삼성·SK가 신에쓰·섬코와 HBM4 웨이퍼 LTA 강화.","excerpt_en":"Samsung and SK strengthen HBM4 wafer LTAs with Shin-Etsu and SUMCO."},{"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":"신에쓰 30%·섬코 25%로 300mm 절반 이상 공급.","excerpt_en":"Shin-Etsu ~30% and SUMCO ~25% supply over half of 300mm."}]},{"direction":"revenue","counterparty":"Intel","counterparty_slug":"intel","confidence":"mid","metric":null,"note":"인텔에 300mm 폴리시드 웨이퍼를 LTA로 공급 — 파운드리 확장의 웨이퍼 축.","note_en":"Supplies 300mm polished wafers to Intel under LTAs — the wafer axis of its foundry expansion.","sources":[{"stance":"mentions","publisher":"애널리스트 컨센서스","publisher_en":"Analyst consensus","kind":"research","lang":"en","published_at":"2026-05-01","url":"https://www.marketscreener.com/quote/stock/SUMCO-CORPORATION-6492447/consensus/","title":"SUMCO — 애널리스트 컨센서스(300mm 웨이퍼 사이클 회복 기대)","title_en":"SUMCO — analyst consensus (300mm wafer cycle recovery)","excerpt":"300mm 웨이퍼 세계 2위 — AI·첨단공정 수요로 웨이퍼 사이클 회복 기대 컨센서스.","excerpt_en":"World #2 in 300mm wafers — consensus expects a wafer-cycle recovery on AI/advanced-node demand."},{"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":"삼성·SK가 신에쓰·섬코와 HBM4 웨이퍼 LTA 강화.","excerpt_en":"Samsung and SK strengthen HBM4 wafer LTAs with Shin-Etsu and SUMCO."},{"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":"신에쓰 30%·섬코 25%로 300mm 절반 이상 공급.","excerpt_en":"Shin-Etsu ~30% and SUMCO ~25% supply over half of 300mm."}]},{"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(비공개).","note_en":"Crystal pullers and polishing/cleaning equipment (undisclosed).","sources":[{"stance":"mentions","publisher":"섬코","publisher_en":"SUMCO","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.sumcosi.com/english/ir/","title":"섬코 IR","title_en":"SUMCO IR","excerpt":"IR: 설비투자.","excerpt_en":"IR: capex."}]},{"direction":"cost","counterparty":"폴리실리콘·석영 도가니·에너지 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"잉곳 성장용 폴리실리콘·석영 도가니·전력 등 투입(공급사 비공개).","note_en":"Polysilicon, quartz crucibles and energy for crystal growth (suppliers undisclosed).","sources":[{"stance":"mentions","publisher":"섬코","publisher_en":"SUMCO","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.sumcosi.com/english/ir/","title":"섬코 IR","title_en":"SUMCO IR","excerpt":"IR: 원재료·에너지 비용.","excerpt_en":"IR: raw-material and energy costs."}]}]}