Hitachi group · Semi equipment · Etch & metrology (CD-SEM)
Hitachi High-Tech
A Hitachi-group maker of front-end semiconductor equipment — plasma etch and metrology (CD-SEM) — competing with Tokyo Electron, Lam Research and KLA as a Japanese tools axis. It supplies isotropic etch and metrology for advanced 3D devices to Samsung, SK hynix and TSMC, and as scaling and high-layer stacking advance, the number of etch/metrology steps rises — so the advanced-node transition is the demand. Watch the advanced-process capex cycle at foundries and memory, and Japanese tools' share defense.
8036.T Updated Jul 12, 2026 5 AI consumers· 2 recurring
Per the valuechain.wiki graph, Hitachi High-Tech is directly linked to 4 companies (0 supply, 3 revenue, 1 investment relationships) and reaches 32 companies within two hops; the links are backed by 6 dated sources, 1 of them primary filings (as of 2026-07-12).
Financials & Segments
- Total revenue · Etch & metrology equipment (Hitachi FY2025: Measurement & Analysis +9%, profitability up on SPE; non-public subsidiary)
- Segments · Etch and metrology equipment
Revenue from
- Samsung Electronics High confidence
Supplies etch/metrology tools to Samsung — advanced memory/foundry capex flows into tool orders as a lagging benefit.Mentions EN MarketScreener Published Jun 1, 2026: Hitachi (6501) analyst consensus — Hitachi High-Tech is a wholly owned (non-public) subsidiary, proxied via parent coverageConfirms EN Hitachi Published Apr 27, 2026: Hitachi FY2025 consolidated results (ended Mar 2026) — Measurement & Analysis incl. semiconductor equipmentConfirms KO Digital Today Published Jun 1, 2025: Deepening reliance on Japanese suppliers in the HBM4 era - SK hynix Medium confidence
Supplies etch/metrology tools to SK hynix — advanced HBM/DRAM processes add etch/metrology steps, a key demand source.Confirms EN Hitachi Published Apr 27, 2026: Hitachi FY2025 consolidated results (ended Mar 2026) — Measurement & Analysis incl. semiconductor equipment - TSMC Medium confidence
Supplies etch/metrology tools to TSMC — logic scaling pulls metrology and isotropic-etch demand at the leading edge.Confirms EN Hitachi Published Apr 27, 2026: Hitachi FY2025 consolidated results (ended Mar 2026) — Measurement & Analysis incl. semiconductor equipment
Pays to
- components, materials & R&D (undisclosed) Low confidence
Parts, materials and R&D (undisclosed). - equipment & infrastructure (undisclosed) Low confidence
Equipment and infrastructure (undisclosed).
Investors
- Hitachi (parent) High confidence
Hitachi took Hitachi High-Tech private as a wholly owned subsidiary in 2020.Confirms EN Hitachi High-Tech Published Jan 1, 2026: Hitachi High-Tech, wholly owned by Hitachi (2020)
Value-chain ripple (2 tiers)
Following node-to-node links up to 2 tiers; each firm is shown once, at its nearest tier.
| Company | Chain | '21 | '22 | '23 | '24 | '25 | YTD |
|---|---|---|---|---|---|---|---|
| Intel | lead2 | +6.1 | -46.6 | +94.6 | -59.6 | +84 | +197.7 |
| Marvell | lead2 | +84.6 | -57.5 | +63.7 | +83.8 | -22.8 | +177.8 |
| AMD | lead2 | +56.9 | -55 | +127.6 | -18.1 | +77.3 | +160.5 |
| Astera Labs | lead2 | · | · | · | · | +25.6 | +148.2 |
| MediaTek | lead2 | +27.8 | -26.6 | +52.9 | +58.3 | +24.9 | +124.3 |
| Fortinet | lead2 | +142 | -32 | +19.7 | +61.4 | -16 | +98.4 |
| Renesas Electronics | lead2 | +8.2 | +2.4 | +88 | -13.6 | +23.8 | +84.9 |
| Credo Technology | lead2 | · | · | +46.3 | +245.2 | +114.1 | +79.2 |
| Realtek | lead2 | +19.6 | -33.8 | +56.2 | +19.1 | -6.4 | +73.7 |
| Global Unichip | lead2 | +21.4 | +67.6 | +99.4 | -13.7 | +101.4 | +66.4 |
| Cisco | lead2 | +45.8 | -22.5 | +9.3 | +21 | +33.5 | +59.8 |
| Montage Technology | lead2 | -18.2 | -21.8 | -18 | +51.4 | +169 | +47.4 |
| Analog Devices | lead2 | +21 | -4.9 | +23.4 | +8.8 | +29.8 | +46.7 |
| Microchip Technology | lead2 | +27.5 | -18 | +30.9 | -35 | +14.6 | +40.6 |
| NXP Semiconductors | lead2 | +44.8 | -29.2 | +48.4 | -8 | +6.4 | +35.8 |
| Alchip Technologies | lead2 | +14.3 | -8.7 | +365.1 | -18.9 | +0.8 | +34.7 |
| Everpure (formerly Pure Storage) | lead2 | +44 | -17.8 | +33.3 | +72.3 | +9.1 | +18.4 |
| Broadcom | lead2 | +56.5 | -13.3 | +104.2 | +110.5 | +50.6 | +16 |
| Alphabet (Google) | lead2 | +65.3 | -39.1 | +58.3 | +36 | +66 | +14.3 |
| NVIDIA | lead2 | +125.5 | -50.3 | +239 | +171.2 | +38.9 | +13.3 |
| Qualcomm | lead2 | +22.3 | -38.6 | +35.1 | +8.3 | +13.8 | +11.7 |
| Ambarella | lead2 | +121 | -59.5 | -25.5 | +18.7 | -2.6 | +9.1 |
| Sony Semiconductor Solutions | lead2 | +27.2 | -8.4 | +27.8 | +17.9 | +1 | -2.4 |
| Phison Electronics | lead2 | +26.8 | -10.7 | +45.1 | -6.7 | +418.3 | -6 |
| Mobileye | lead2 | · | · | +23.6 | -54 | -47.6 | -8.5 |
| Will Semiconductor | lead2 | -12.1 | -49.7 | -8.3 | +22.8 | +15.5 | -14.8 |
| SK hynix | lead1 | -0.4 | -25.6 | +53.9 | +48.6 | +361.1 | +140.3 |
| Samsung Electronics | lead1 | -9 | -14.2 | +20.9 | -26.4 | +212.9 | +77.9 |
| TSMC | lead1 | +12.1 | -36.7 | +42.3 | +92.6 | +55.9 | +43.6 |
| Hitachi High-Tech | node | · | · | · | · | · | · |
| Hitachi | benef1 | +40.6 | +16.7 | +75.4 | +71.1 | +37.5 | -11.8 |
| Hitachi Construction Machinery | benef2 | -3.3 | +9.6 | +44.5 | -9 | +41.3 | +5.8 |
Hitachi High-Tech's thesis is lagging-equipment leverage on the advanced-process transition. Etch and metrology gain steps as scaling and 3D stacking advance, growing per-tool demand, but orders follow after customers (Samsung, SK hynix, TSMC) commit advanced-process capex — a lagging structure. It is a Japanese tools axis competing with Tokyo Electron and Lam, specialized in leading-edge steps like isotropic etch, but Hitachi took it fully private in 2020, subordinating it to group strategy. Risks are the advanced-capex cycle and US-China equipment controls. Graph propagation: advanced-process investment at Samsung, SK hynix and TSMC pulls demand, with parent Hitachi as governance upstream.
Analysis generated from returns as of 2026-06-23