# Who are SUMCO Corporation's customers? Who does SUMCO Corporation earn revenue from?
Canonical: https://valuechain.wiki/sumco · Facet: customers · Updated: 2026-07-12T08:19:54.549585+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: SUMCO Corporation's confirmed revenue counterparties include 삼성전자, SK하이닉스, Micron Technology plus 2 undisclosed/aggregate relationships. Per the valuechain.wiki graph: 5 revenue edges, backed by 6 dated sources, 1 of them primary filings (as of 2026-07-12).

### 삼성전자 (high)  → /samsung-electronics.md
- metric: Market share 25% · 2023~2025 · global 300mm wafer share
- note: Supplies 300mm polished wafers to Samsung under LTAs — HBM4 ultra-flat wafer supply is a new premium bottleneck.
- [confirms] ICN Magazine (KO, news, published 2026-01-15) https://icnweb.kr/2026/79720/: "Samsung and SK strengthen HBM4 wafer LTAs with Shin-Etsu and SUMCO."
- [confirms] BizWatch (KO, news, published 2025-05-23) https://news.bizwatch.co.kr/article/industry/2025/05/23/0043: "Shin-Etsu ~30% and SUMCO ~25% supply over half of 300mm."
- [confirms] SUMCO (EN, ir, published 2025-05-01) https://www.sumcosi.com/english/ir/: "Semiconductor silicon segment — ~25% of global 300mm."
- [confirms] SUMCO / EDINET (JA, filing, published 2025-03-27) https://www.sumcosi.com/ir/library/secreports/: "Annual Securities Report: silicon-wafer revenue, customers (chipmakers) and capex."
- [confirms] Market Growth Reports (EN, analysis, published 2025-01-01) https://www.marketgrowthreports.com/market-reports/300mm-silicon-wafers-market-103422: "Top five control ~85% of 300mm."

### SK하이닉스 (high)  → /sk-hynix.md
- note: Supplies 300mm polished wafers to SK hynix under LTAs — a beneficiary as HBM expansion raises wafer input.
- [confirms] ICN Magazine (KO, news, published 2026-01-15) https://icnweb.kr/2026/79720/: "Samsung and SK strengthen HBM4 wafer LTAs with Shin-Etsu and SUMCO."
- [confirms] BizWatch (KO, news, published 2025-05-23) https://news.bizwatch.co.kr/article/industry/2025/05/23/0043: "Shin-Etsu ~30% and SUMCO ~25% supply over half of 300mm."

### Micron Technology (high)  → /micron.md
- note: Supplies 300mm polished wafers to Micron under LTAs — wafer demand stacks when the three memory makers expand at once.
- [confirms] ICN Magazine (KO, news, published 2026-01-15) https://icnweb.kr/2026/79720/: "Samsung and SK strengthen HBM4 wafer LTAs with Shin-Etsu and SUMCO."
- [confirms] BizWatch (KO, news, published 2025-05-23) https://news.bizwatch.co.kr/article/industry/2025/05/23/0043: "Shin-Etsu ~30% and SUMCO ~25% supply over half of 300mm."

### TSMC (high)  → /tsmc.md
- note: Supplies 300mm polished wafers to TSMC under long-term agreements — a duopoly with Shin-Etsu that leaves no ready alternative, a bottleneck.
- [confirms] ICN Magazine (KO, news, published 2026-01-15) https://icnweb.kr/2026/79720/: "Samsung and SK strengthen HBM4 wafer LTAs with Shin-Etsu and SUMCO."
- [confirms] BizWatch (KO, news, published 2025-05-23) https://news.bizwatch.co.kr/article/industry/2025/05/23/0043: "Shin-Etsu ~30% and SUMCO ~25% supply over half of 300mm."

### Intel (mid)  → /intel.md
- note: Supplies 300mm polished wafers to Intel under LTAs — the wafer axis of its foundry expansion.
- [mentions] Analyst consensus (EN, research, published 2026-05-01) https://www.marketscreener.com/quote/stock/SUMCO-CORPORATION-6492447/consensus/: "World #2 in 300mm wafers — consensus expects a wafer-cycle recovery on AI/advanced-node demand."
- [confirms] ICN Magazine (KO, news, published 2026-01-15) https://icnweb.kr/2026/79720/: "Samsung and SK strengthen HBM4 wafer LTAs with Shin-Etsu and SUMCO."
- [confirms] BizWatch (KO, news, published 2025-05-23) https://news.bizwatch.co.kr/article/industry/2025/05/23/0043: "Shin-Etsu ~30% and SUMCO ~25% supply over half of 300mm."

Reverse side: https://valuechain.wiki/sumco/suppliers.md · Ripple: https://valuechain.wiki/sumco/ripple.md

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