{"slug":"dongjin-semichem","name":"동진쎄미켐","name_en":"Dongjin Semichem","ticker":"005290.KQ","updated_at":"2026-06-21T08:52:26.293941+00:00","canonical":"https://valuechain.wiki/dongjin-semichem","kicker":"반도체 소재 (EUV 포토레지스트·CMP 슬러리)","kicker_en":"Semiconductor materials (EUV photoresist, CMP slurry)","lead":"반도체 소재 기업으로 국내 유일의 EUV 포토레지스트 제조사. FY2025 매출 약 1조 1,941억원(전자재료 9,608억). 삼성전자(3nm·DRAM)와 SK하이닉스(HBM용 CMP 슬러리)에 포토레지스트·식각액·CMP 슬러리를 공급한다.","lead_en":"A semiconductor-materials maker and Korea’s only domestic EUV photoresist producer. FY2025 revenue about ₩1.19T (electronic materials ₩961B). Supplies photoresist, etchant and CMP slurry to Samsung (3nm/DRAM) and SK hynix (HBM CMP slurry).","segments":{"fy":2025,"parts":[{"desc":"EUV PR·CMP 슬러리·식각액·박리액 (매출 9,608억)","name":"전자재료(반도체)"},{"desc":"발포제 등","name":"정밀화학"}],"total":"FY2025 매출 약 ₩1.19조 (전자재료 9,608억)","source":"https://dart.fss.or.kr/dsae001/selectPopup.do?selectKey=00118804","private":false,"concentration":"국내 유일 EUV PR. 고객 삼성전자·SK하이닉스·LG디스플레이."},"segments_en":{"parts":[{"desc":"EUV PR, CMP slurry, etchant, stripper (₩961B)","name":"Electronic materials"},{"desc":"Blowing agents, etc.","name":"Fine chemicals"}],"total":"FY2025 revenue about ₩1.19T (electronic materials ₩961B)","concentration":"Korea’s only EUV PR maker. Customers: Samsung, SK hynix, LG Display."},"edges":[{"direction":"revenue","counterparty":"삼성전자","counterparty_slug":"samsung-electronics","confidence":"high","metric":{"type":"revenue_share","unit":"%","basis":"동진쎄미켐 매출 중 삼성전자 비중","value":59,"period":"2025 3Q","basis_en":"Samsung’s share of Dongjin Semichem revenue"},"note":"삼성전자에 포토레지스트(EUV 포함)·반도체 소재 공급. 매출의 ~59%(2025 3Q)가 삼성, EUV PR 국산화 주역.","note_en":"Supplies photoresist (incl. EUV) and chemicals to Samsung — ~59% of revenue (Q3 2025); pioneered domestic EUV PR.","sources":[{"stance":"confirms","publisher":"금융감독원 전자공시(DART)","publisher_en":"DART (Korea FSS)","kind":"filing","lang":"ko","published_at":"2026-03-20","url":"https://dart.fss.or.kr/dsae001/selectPopup.do?selectKey=00118804","title":"동진쎄미켐 사업보고서 (DART, 2025)","title_en":"Dongjin Semichem annual report (DART, 2025)","excerpt":"FY2025 매출 약 1.19조원(전자재료 9,608억).","excerpt_en":"FY2025 revenue about ₩1.19T (electronic materials ₩961B)."},{"stance":"confirms","publisher":"한국경제TV","publisher_en":"Korea Economic TV","kind":"news","lang":"ko","published_at":"2025-12-02","url":"https://www.wowtv.co.kr/NewsCenter/News/Read?articleId=A202512020405","title":"동진쎄미켐, 삼성전자 매출 비중 59% (포토레지스트 양산 대안)","title_en":"Dongjin Semichem: Samsung is 59% of revenue (photoresist)","excerpt":"삼성 비중 2019년 20%대→2025 3Q 59%.","excerpt_en":"Samsung share rose from ~20% (2019) to 59% (Q3 2025)."},{"stance":"confirms","publisher":"전자신문(영문)","publisher_en":"ETNews","kind":"news","lang":"en","published_at":"2021-12-20","url":"https://english.etnews.com/20211220200001","title":"동진쎄미켐, EUV 포토레지스트 국산화","title_en":"Dongjin Semichem localizes EUV photoresist","excerpt":"삼성과 공동개발한 EUV PR이 신뢰성 테스트를 통과, 국산화.","excerpt_en":"EUV PR co-developed with Samsung passed reliability tests, localizing supply."},{"stance":"confirms","publisher":"디일렉","publisher_en":"THE ELEC","kind":"news","lang":"ko","published_at":null,"url":"https://www.thelec.kr/news/articleView.html?idxno=21931","title":"동진쎄미켐, 'EUV 네거티브 PR' 양산…삼성전자 공급","title_en":"Dongjin Semichem mass-produces EUV negative PR, supplies Samsung","excerpt":"동진쎄미켐이 EUV 네거티브 PR을 양산해 삼성전자에 공급.","excerpt_en":"Dongjin mass-produces EUV negative PR and supplies Samsung."}]},{"direction":"revenue","counterparty":"SK하이닉스","counterparty_slug":"sk-hynix","confidence":"mid","metric":null,"note":"SK하이닉스 HBM용 CMP 슬러리를 신규 공급(기존 독점 구조 깨짐).","note_en":"Newly supplies CMP slurry for SK hynix HBM (breaking a prior single-supplier structure).","sources":[{"stance":"confirms","publisher":"금융감독원 전자공시(DART)","publisher_en":"DART (Korea FSS)","kind":"filing","lang":"ko","published_at":"2026-03-20","url":"https://dart.fss.or.kr/dsae001/selectPopup.do?selectKey=00118804","title":"동진쎄미켐 사업보고서 (DART, 2025)","title_en":"Dongjin Semichem annual report (DART, 2025)","excerpt":"SK하이닉스 HBM용 CMP 슬러리 신규 공급.","excerpt_en":"New CMP slurry supply for SK hynix HBM."},{"stance":"mentions","publisher":"전자신문(영문)","publisher_en":"ETNews","kind":"news","lang":"en","published_at":"2021-12-20","url":"https://english.etnews.com/20211220200001","title":"동진쎄미켐, EUV 포토레지스트 국산화","title_en":"Dongjin Semichem localizes EUV photoresist","excerpt":"주요 고객에 SK하이닉스 포함.","excerpt_en":"Major customers include SK hynix."}]},{"direction":"revenue","counterparty":"디스플레이·기타 (LG디스플레이 등)","counterparty_slug":null,"confidence":"mid","metric":null,"note":"디스플레이용 소재·정밀화학 공급.","note_en":"Supplies display materials and fine chemicals.","sources":[{"stance":"mentions","publisher":"금융감독원 전자공시(DART)","publisher_en":"DART (Korea FSS)","kind":"filing","lang":"ko","published_at":"2026-03-20","url":"https://dart.fss.or.kr/dsae001/selectPopup.do?selectKey=00118804","title":"동진쎄미켐 사업보고서 (DART, 2025)","title_en":"Dongjin Semichem annual report (DART, 2025)","excerpt":"전자재료 외 정밀화학·디스플레이 소재.","excerpt_en":"Fine chemicals and display materials beyond electronic materials."}]},{"direction":"cost","counterparty":"화학 원료·단량체 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"포토레지스트·식각액용 화학 원료·단량체 매입(공급사 비공개).","note_en":"Buys chemical feedstocks and monomers for PR/etchant (suppliers undisclosed).","sources":[{"stance":"mentions","publisher":"금융감독원 전자공시(DART)","publisher_en":"DART (Korea FSS)","kind":"filing","lang":"ko","published_at":"2026-03-20","url":"https://dart.fss.or.kr/dsae001/selectPopup.do?selectKey=00118804","title":"동진쎄미켐 사업보고서 (DART, 2025)","title_en":"Dongjin Semichem annual report (DART, 2025)","excerpt":"사업보고서: 원재료 매입.","excerpt_en":"Annual report: raw-material purchases."}]},{"direction":"cost","counterparty":"정제·포장 설비 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"정제·포장 설비·자재 매입(비공개).","note_en":"Buys purification and packaging equipment/materials (undisclosed).","sources":[{"stance":"mentions","publisher":"금융감독원 전자공시(DART)","publisher_en":"DART (Korea FSS)","kind":"filing","lang":"ko","published_at":"2026-03-20","url":"https://dart.fss.or.kr/dsae001/selectPopup.do?selectKey=00118804","title":"동진쎄미켐 사업보고서 (DART, 2025)","title_en":"Dongjin Semichem annual report (DART, 2025)","excerpt":"사업보고서: 설비·자재.","excerpt_en":"Annual report: equipment and materials."}]}]}