{"slug":"tck","name":"티씨케이","name_en":"TCK (Tokai Carbon Korea)","ticker":"064760.KQ","updated_at":"2026-07-12T08:23:03.288+00:00","canonical":"https://valuechain.wiki/tck","same_as":["https://finance.yahoo.com/quote/064760.KQ","https://finance.naver.com/item/main.naver?code=064760"],"citable":"밸류체인 그래프 기준 티씨케이의 직접 연결 기업은 4곳(관계 기준 공급 0·매출 3·투자 1)이고, 사슬을 2차까지 넓히면 19곳에 닿는다. 링크의 근거 출처는 6건이며 그중 1차공시가 1건이다 (valuechain.wiki, 2026-07-12 기준).","citable_en":"Per the valuechain.wiki graph, TCK (Tokai Carbon Korea) is directly linked to 4 companies (0 supply, 3 revenue, 1 investment relationships) and reaches 19 companies within two hops; the links are backed by 6 dated sources, 1 of them primary filings (as of 2026-07-12).","kicker":"코스닥 · 반도체 식각소재 · SiC 포커스링 세계 1위","kicker_en":"KOSDAQ · Semiconductor etch materials · World No.1 in SiC focus rings","lead":"식각 챔버용 SiC(실리콘카바이드) 포커스링 등 소모성 부품에서 세계 점유 80%+로 1위인 후공정 소재사다. 도쿄일렉트론·어플라이드·램리서치 등 식각 장비사를 거쳐 fab에 간접 공급하는 구조라, 매출은 특정 팹이 아니라 전방 식각 장비 출하와 웨이퍼 가동률에 연동된다. 소모품 특성상 장비가 돌수록 반복 교체 수요가 쌓이므로, 식각 공정 강도와 스텝 수가 늘수록 링 교체 회전이 빨라지는 사이클 레버리지를 갖는다.","lead_en":"The world No.1 (80%+ share) in consumable SiC (silicon carbide) focus rings for etch chambers, a back-end materials maker. It supplies fabs indirectly through etch toolmakers Tokyo Electron, Applied Materials and Lam Research, so revenue tracks front-end etch-tool shipments and wafer utilization rather than any single fab. Being a consumable, replacement demand accumulates as tools run — giving it cycle leverage that rises as etch intensity and step counts climb.","segments":{"fy":2025,"parts":[{"desc":"식각 챔버 소모성 부품(SiC 포커스링 등) 세계 80%+ 점유. 장비사 경유 간접 공급이라 매출이 웨이퍼 가동률·식각 장비 출하에 연동.","name":"SiC 포커스링·식각 소모품"}],"total":"FY2025 연결매출 3,013억원·영업이익 839억원(OPM 27.8%). 반도체 식각공정용 고순도 흑연·SiC 부품"},"segments_en":{"fy":2025,"parts":[{"desc":"80%+ global share of etch-chamber consumables (SiC focus rings, etc.); supplied via toolmakers, so revenue tracks wafer utilization and etch-tool shipments.","name":"SiC focus rings and etch consumables"}],"total":"FY2025 consolidated revenue KRW 301.3bn, operating income KRW 83.9bn (27.8% margin). High-purity graphite and SiC parts for semiconductor etch"},"returns_yearly":{"2021":-10.1,"2022":-16.9,"2023":2.8,"2024":-28.7,"2025":225.7,"2026":-2.5},"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":"marvell","name":"Marvell","name_en":"Marvell","tier":3,"returns_yearly":{"2021":84.6,"2022":-57.5,"2023":63.7,"2024":83.8,"2025":-22.8,"2026":177.8}},{"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":"amd","name":"AMD","name_en":"AMD","tier":3,"returns_yearly":{"2021":56.9,"2022":-55,"2023":127.6,"2024":-18.1,"2025":77.3,"2026":160.5}},{"slug":"astera-labs","name":"Astera Labs","name_en":"Astera 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With Tokyo Electron, Applied Materials and Lam Research as common customers and 80%+ of the SiC-ring market, revenue tracks the utilization of the whole etch-tool industry rather than any single fab's capex decision — a bottleneck position with no ready substitute if one fab pulls back. Ownership sits with Japan's Tokai Carbon as top shareholder (~51%) and co-founder KC Tech (~8%), tying the core material know-how to the parent. The risk is that, as consumables, replacement demand rolls over first in toolmaker inventory corrections or cuts — so front-end etch capex direction is the leading indicator for this node.","analysis_asof":"2026-07-10"},"edges":[{"direction":"revenue","counterparty":"도쿄일렉트론","counterparty_slug":"tokyo-electron","confidence":"high","metric":{"type":"share","unit":"%","basis":"SiC 링 등 식각 소모품 세계 점유율","value":80,"period":"2024","basis_en":"global share of SiC etch consumables","qualifier":"band"},"note":"세계 식각 장비 1위 도쿄일렉트론에 SiC 포커스링·소모품 공급. 이 소모품에서 TCK 세계 점유 80%+로, TEL 식각 장비가 깔린 팹일수록 반복 교체 수요가 발생하는 병목형 관계다.","note_en":"Supplies SiC focus rings and consumables to Tokyo Electron, the world's top etch-toolmaker; with 80%+ global share in these consumables, the more TEL tools installed, the more recurring replacement demand — a bottleneck relationship.","sources":[{"stance":"confirms","publisher":"테크월드뉴스","publisher_en":"TechWorld","kind":"news","lang":"ko","published_at":"2025-03-01","url":"https://www.epnc.co.kr/news/articleView.html?idxno=223429","title":"티씨케이, SiC 산업 전통 강자","title_en":"TCK, a SiC stalwart","excerpt":"도쿄일렉트론에 SiC 포커스링·소모품 공급.","excerpt_en":"Supplies SiC focus rings and consumables to Tokyo Electron (TEL)."},{"stance":"confirms","publisher":"디일렉","publisher_en":"TheElec","kind":"news","lang":"ko","published_at":"2024-06-01","url":"https://www.thelec.kr/news/articleView.html?idxno=11503","title":"티씨케이 SiC링 50% 증산","title_en":"TCK expands SiC rings 50%","excerpt":"도쿄일렉트론에 SiC 포커스링·소모품 공급.","excerpt_en":"Supplies SiC focus rings and consumables to Tokyo Electron (TEL)."}]},{"direction":"investor","counterparty":"케이씨텍","counterparty_slug":"kc-tech","confidence":"high","metric":null,"note":"국내 반도체 장비·소재사 케이씨텍이 TCK 설립 합작사로 지분 ~8%를 보유 — 초기 SiC 소재기술의 국내 연원.","note_en":"Korean equipment/materials maker KC Tech co-founded TCK and holds ~8% — the domestic root of its early SiC material technology.","sources":[{"stance":"confirms","publisher":"더벨","publisher_en":"The Bell","kind":"news","lang":"ko","published_at":"2021-02-08","url":"https://www.thebell.co.kr/free/content/ArticleView.asp?key=202102081533472000108154","title":"티씨케이, 도카이카본·케이씨텍 합작(지분 51%·8%)","title_en":"TCK, a Tokai Carbon (51%) / KC Tech (8%) joint venture","excerpt":"케이씨텍이 티씨케이 설립 합작사로 지분 ~8% 보유.","excerpt_en":"KC Tech co-founded TCK and holds ~8%."}]},{"direction":"investor","counterparty":"도카이카본 (일본)","counterparty_slug":null,"confidence":"high","metric":null,"note":"일본 도카이카본이 최대주주(~51%)로, SiC 소재 원천기술과 지배권이 모회사에 묶여 있다.","note_en":"Japan's Tokai Carbon is the largest shareholder (~51%), tying the core SiC material technology and control to the parent.","sources":[{"stance":"confirms","publisher":"더벨","publisher_en":"The Bell","kind":"news","lang":"ko","published_at":"2021-02-08","url":"https://www.thebell.co.kr/free/content/ArticleView.asp?key=202102081533472000108154","title":"티씨케이, 도카이카본·케이씨텍 합작(지분 51%·8%)","title_en":"TCK, a Tokai Carbon (51%) / KC Tech (8%) joint venture","excerpt":"일본 도카이카본이 티씨케이 최대주주(~51%).","excerpt_en":"Japan’s Tokai Carbon is TCK’s largest shareholder (~51%)."}]},{"direction":"revenue","counterparty":"어플라이드 머티어리얼즈","counterparty_slug":"applied-materials","confidence":"mid","metric":null,"note":"어플라이드 머티어리얼즈 식각 장비에 SiC 포커스링·소모품 공급. 팹이 아닌 장비사 경유 간접 채널이라, 매출이 어플라이드 식각 장비 출하에 연동된다.","note_en":"Supplies SiC focus rings and consumables into Applied Materials' etch tools; an indirect toolmaker channel, so revenue tracks Applied's etch-tool shipments rather than any fab.","sources":[{"stance":"confirms","publisher":"DART(금융감독원 전자공시)","publisher_en":"DART (FSS)","kind":"filing","lang":"ko","published_at":"2026-03-10","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260310002891","title":"tck 사업보고서 (DART)","title_en":"Annual business report (DART)","excerpt":"DART 사업보고서: 매출·고객·사업 내용.","excerpt_en":"DART annual report: revenue, customers and business."},{"stance":"mentions","publisher":"키움증권 등","publisher_en":"Kiwoom & others","kind":"research","lang":"ko","published_at":"2026-01-16","url":"https://comp.wisereport.co.kr/company/c1080001.aspx?cmp_cd=064760","title":"티씨케이 증권가 컨센서스 — 키움 목표가 22만·컨센 평균 34.75만원","title_en":"TCK analyst consensus (Kiwoom PT KRW 220,000; consensus avg ~KRW 347,500): SiC/graphite parts on semi capex","excerpt":"증권가: 반도체 캐파 사이클·SiC 링 수혜, 목표가 22만~34.75만원.","excerpt_en":"Analysts: semi-capex and SiC-ring beneficiary; targets KRW 220,000-347,500."},{"stance":"confirms","publisher":"TCK 영문 사이트","publisher_en":"TCK (English)","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.tckc.co.kr/eng/","title":"TCK 영문 사이트","title_en":"TCK (English)","excerpt":"회사 영문 IR.","excerpt_en":"Company English IR."},{"stance":"confirms","publisher":"테크월드뉴스","publisher_en":"TechWorld","kind":"news","lang":"ko","published_at":"2025-03-01","url":"https://www.epnc.co.kr/news/articleView.html?idxno=223429","title":"티씨케이, SiC 산업 전통 강자","title_en":"TCK, a SiC stalwart","excerpt":"어플라이드 머티어리얼즈에 SiC 포커스링·소모품 공급.","excerpt_en":"Supplies SiC focus rings and consumables to Applied Materials."},{"stance":"confirms","publisher":"디일렉","publisher_en":"TheElec","kind":"news","lang":"ko","published_at":"2024-06-01","url":"https://www.thelec.kr/news/articleView.html?idxno=11503","title":"티씨케이 SiC링 50% 증산","title_en":"TCK expands SiC rings 50%","excerpt":"어플라이드 머티어리얼즈에 SiC 포커스링·소모품 공급.","excerpt_en":"Supplies SiC focus rings and consumables to Applied Materials."}]},{"direction":"revenue","counterparty":"램리서치","counterparty_slug":"lam-research","confidence":"mid","metric":null,"note":"램리서치 식각 장비에 SiC 포커스링·소모품 공급. 어플라이드와 함께 서방 식각 장비 양대 고객으로, 두 장비사에 걸친 공급이 팹 다변화 효과를 낸다.","note_en":"Supplies SiC focus rings and consumables into Lam Research etch tools; with Applied, one of the two Western etch-tool anchors, spreading exposure across fabs.","sources":[{"stance":"confirms","publisher":"테크월드뉴스","publisher_en":"TechWorld","kind":"news","lang":"ko","published_at":"2025-03-01","url":"https://www.epnc.co.kr/news/articleView.html?idxno=223429","title":"티씨케이, SiC 산업 전통 강자","title_en":"TCK, a SiC stalwart","excerpt":"램리서치에 SiC 포커스링·소모품 공급.","excerpt_en":"Supplies SiC focus rings and consumables to Lam Research."},{"stance":"confirms","publisher":"디일렉","publisher_en":"TheElec","kind":"news","lang":"ko","published_at":"2024-06-01","url":"https://www.thelec.kr/news/articleView.html?idxno=11503","title":"티씨케이 SiC링 50% 증산","title_en":"TCK expands SiC rings 50%","excerpt":"램리서치에 SiC 포커스링·소모품 공급.","excerpt_en":"Supplies SiC focus rings and consumables to Lam Research."}]},{"direction":"cost","counterparty":"원재료·소재 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"SiC 포커스링·소모품 제조용 원재료·소재 매입(비공개).","note_en":"Raw materials for SiC focus rings and consumables (undisclosed).","sources":[{"stance":"confirms","publisher":"테크월드뉴스","publisher_en":"TechWorld","kind":"news","lang":"ko","published_at":"2025-03-01","url":"https://www.epnc.co.kr/news/articleView.html?idxno=223429","title":"티씨케이, SiC 산업 전통 강자","title_en":"TCK, a SiC stalwart","excerpt":"SiC 포커스링·소모품 제조용 원재료·소재 매입(비공개).","excerpt_en":"Raw materials for SiC focus rings and consumables (undisclosed)."}]},{"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":"테크월드뉴스","publisher_en":"TechWorld","kind":"news","lang":"ko","published_at":"2025-03-01","url":"https://www.epnc.co.kr/news/articleView.html?idxno=223429","title":"티씨케이, SiC 산업 전통 강자","title_en":"TCK, a SiC stalwart","excerpt":"생산 설비·연구개발 투자(비공개).","excerpt_en":"Production equipment and R&D (undisclosed)."}]}]}