{"slug":"jsr","name":"JSR","name_en":"JSR Corporation","ticker":"4185.T","updated_at":"2026-07-12T08:27:57.697+00:00","canonical":"https://valuechain.wiki/jsr","same_as":["https://finance.yahoo.com/quote/4185.T"],"citable":"밸류체인 그래프 기준 JSR의 직접 연결 기업은 4곳(관계 기준 공급 1·매출 3)이고, 사슬을 2차까지 넓히면 28곳에 닿는다. 링크의 근거 출처는 7건이며 그중 1차공시가 2건이다 (valuechain.wiki, 2026-07-12 기준).","citable_en":"Per the valuechain.wiki graph, JSR Corporation is directly linked to 4 companies (1 supply, 3 revenue relationships) and reaches 28 companies within two hops; the links are backed by 7 dated sources, 2 of them primary filings (as of 2026-07-12).","kicker":"반도체 소재 · EUV 포토레지스트 · 세계 1위(22%+)","kicker_en":"Semi materials · EUV photoresist · World No.1 (22%+)","lead":"포토레지스트 세계 1위(점유율 22%+)로, 반도체 노광 공정의 필수 소재를 만든다. 삼성 파운드리·TSMC·인텔 등 선단 팹에 EUV·ArF 레지스트를 공급하며, JSR을 포함한 일본계 5개사가 세계 PR 시장의 약 90%를 과점하는 구조적 병목의 한 축이다. EUV 노광이 확대될수록 레지스트 소비가 늘어 노광 소재 수요가 팹 가동에 연동된다.","lead_en":"The world's No.1 in photoresist (22%+ share), making an essential material for semiconductor lithography. It supplies EUV and ArF resist to leading-edge fabs such as Samsung Foundry, TSMC and Intel, and — with five Japanese firms controlling ~90% of the global PR market — is one axis of a structural bottleneck. 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Electric","tier":1,"returns_yearly":{"2021":-15.9,"2022":23.6,"2023":30.6,"2024":18.8,"2025":52.3,"2026":9.4}}],"analysis":"EUV·ArF 포토레지스트 기업(상장 구조상 수익률 미집계). 고객인 파운드리·메모리(위윈·인텔·마벨 위의 TSMC·삼성)가 먼저 오르고 EUV 소재가 뒤따르는 후행 수혜 구조다. EUV 노광이 확대될수록 레지스트 소비가 늘어, 도쿄오카·신에쓰와 함께 노광 소재 과점을 이루는 필수재 길목이다.","analysis_en":"An EUV and ArF photoresist maker (returns not tracked given its listing structure). A late-beneficiary structure as its foundry and memory customers (TSMC, Samsung above Wiwynn, Intel, Marvell) rise first and EUV materials follow. As EUV lithography expands, resist consumption grows, an essentials chokepoint forming a lithography-materials oligopoly with Tokyo Ohka and Shin-Etsu.","analysis_asof":"2026-06-23"},"edges":[{"direction":"revenue","counterparty":"삼성전자","counterparty_slug":"samsung-electronics","confidence":"high","metric":{"fy":2024,"type":"share","unit":"%","basis":"포토레지스트 세계 점유율","value":22,"period":"2024","product":"euv_arf_photoresist","basis_en":"global photoresist share","delisted":"2024-06-25","nonpublic":true,"qualifier":"band"},"note":"삼성전자 파운드리·메모리에 포토레지스트 공급 — TSMC와 경쟁하는 고객을 동시에 확보한 필수 소재 공급원.","note_en":"Supplies photoresist to Samsung foundry/memory — an essential-material supplier serving a customer that competes with TSMC.","sources":[{"stance":"mentions","publisher":"Private Markets News","publisher_en":"Private Markets News","kind":"analysis","lang":"en","published_at":"2025-08-01","url":"https://privatemarketsnews.substack.com/p/the-japanese-lock-on-photolithography","title":"일본의 포토리소그래피 장악 — JSR EUV 포토레지스트 지배(분석)","title_en":"The Japanese lock on photolithography — JSR's EUV photoresist dominance (analysis)","excerpt":"JSR은 EUV 포토레지스트 세계 지배적 공급자(일본 포토레지스트 과점).","excerpt_en":"JSR is a dominant global supplier of EUV photoresist (Japanese photoresist oligopoly)."},{"stance":"confirms","publisher":"JSR","publisher_en":"JSR","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.jsr.co.jp/jsr_e/ir/","title":"JSR IR","title_en":"JSR IR","excerpt":"삼성전자에 포토레지스트 공급.","excerpt_en":"Supplies photoresist to Samsung Electronics."},{"stance":"confirms","publisher":"디지털데일리","publisher_en":"Digital Daily","kind":"news","lang":"ko","published_at":"2025-01-01","url":"https://m.ddaily.co.kr/page/view/2021080114450640755","title":"삼성 파운드리는 JSR·신에쓰, 메모리는 TOK EUV PR","title_en":"Samsung sources EUV PR from JSR/Shin-Etsu, TOK","excerpt":"삼성전자에 포토레지스트 공급.","excerpt_en":"Supplies photoresist to Samsung Electronics."},{"stance":"confirms","publisher":"DigiTimes","publisher_en":"DigiTimes","kind":"news","lang":"en","published_at":"2024-06-25","url":"https://www.digitimes.com/news/a20240419PD204/jsr-japan-ic-manufacturing-delisting.html","title":"JIC, JSR 인수 성공(¥4,350/주, ¥9,090억)…2024.6.25 상장폐지·비상장","title_en":"JIC acquires JSR (JPY 4,350/share, JPY 909bn); delisted Jun 25, 2024, non-public","excerpt":"JSR은 JIC(일본 국부펀드)의 공개매수(¥4,350/주, 총 ¥9,090억)로 2024.6.25 상장폐지돼 비상장 — 반도체 소재(EUV·ArF 포토레지스트)에 집중한다. EUV 포토레지스트 세계 선두이며 SK하이닉스와 EUV 레지스트 공동개발, TSMC 인근 대만 신공장 추진. 비상장이라 개별 재무·고객 매출 미공개.","excerpt_en":"JSR was delisted on Jun 25, 2024 after JIC's (Japan's sovereign fund) tender offer (JPY 4,350/share, JPY 909bn) — now non-public and concentrating on semiconductor materials (EUV/ArF photoresist). A world leader in EUV photoresist, co-developing EUV resist with SK Hynix and building a Taiwan plant near TSMC. Non-public, so individual financials and per-customer revenue are undisclosed."}]},{"direction":"revenue","counterparty":"TSMC","counterparty_slug":"tsmc","confidence":"high","metric":{"fy":2024,"product":"euv_arf_photoresist","delisted":"2024-06-25","nonpublic":true},"note":"파운드리 1위 TSMC에 포토레지스트 공급 — 일본계 5사 과점의 세계 1위(22%+)로 EUV 확대의 소재 병목.","note_en":"Supplies photoresist to top foundry TSMC — as world No.1 (22%+) in the Japanese-five oligopoly, a materials bottleneck of EUV expansion.","sources":[{"stance":"mentions","publisher":"Private Markets News","publisher_en":"Private Markets News","kind":"analysis","lang":"en","published_at":"2025-08-01","url":"https://privatemarketsnews.substack.com/p/the-japanese-lock-on-photolithography","title":"일본의 포토리소그래피 장악 — JSR EUV 포토레지스트 지배(분석)","title_en":"The Japanese lock on photolithography — JSR's EUV photoresist dominance (analysis)","excerpt":"JSR은 EUV 포토레지스트 세계 지배적 공급자(일본 포토레지스트 과점).","excerpt_en":"JSR is a dominant global supplier of EUV photoresist (Japanese photoresist oligopoly)."},{"stance":"confirms","publisher":"EDINET/회사 IR","publisher_en":"EDINET / company IR","kind":"filing","lang":"ja","published_at":"2025-06-25","url":"https://www.jsr.co.jp/news/assets/pdf/36d703c3b06692c81002dce3f3879cfb.pdf","title":"jsr 有価証券報告書 (EDINET)","title_en":"Annual Securities Report (EDINET)","excerpt":"有価証券報告書: 매출·고객·사업.","excerpt_en":"Annual securities report: revenue, customers, business."},{"stance":"confirms","publisher":"JSR","publisher_en":"JSR","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.jsr.co.jp/jsr_e/ir/","title":"JSR IR","title_en":"JSR IR","excerpt":"TSMC에 포토레지스트 공급.","excerpt_en":"Supplies photoresist to TSMC."},{"stance":"confirms","publisher":"디지털데일리","publisher_en":"Digital Daily","kind":"news","lang":"ko","published_at":"2025-01-01","url":"https://m.ddaily.co.kr/page/view/2021080114450640755","title":"삼성 파운드리는 JSR·신에쓰, 메모리는 TOK EUV PR","title_en":"Samsung sources EUV PR from JSR/Shin-Etsu, TOK","excerpt":"TSMC에 포토레지스트 공급.","excerpt_en":"Supplies photoresist to TSMC."},{"stance":"confirms","publisher":"DigiTimes","publisher_en":"DigiTimes","kind":"news","lang":"en","published_at":"2024-06-25","url":"https://www.digitimes.com/news/a20240419PD204/jsr-japan-ic-manufacturing-delisting.html","title":"JIC, JSR 인수 성공(¥4,350/주, ¥9,090억)…2024.6.25 상장폐지·비상장","title_en":"JIC acquires JSR (JPY 4,350/share, JPY 909bn); delisted Jun 25, 2024, non-public","excerpt":"JSR은 JIC(일본 국부펀드)의 공개매수(¥4,350/주, 총 ¥9,090억)로 2024.6.25 상장폐지돼 비상장 — 반도체 소재(EUV·ArF 포토레지스트)에 집중한다. EUV 포토레지스트 세계 선두이며 SK하이닉스와 EUV 레지스트 공동개발, TSMC 인근 대만 신공장 추진. 비상장이라 개별 재무·고객 매출 미공개.","excerpt_en":"JSR was delisted on Jun 25, 2024 after JIC's (Japan's sovereign fund) tender offer (JPY 4,350/share, JPY 909bn) — now non-public and concentrating on semiconductor materials (EUV/ArF photoresist). A world leader in EUV photoresist, co-developing EUV resist with SK Hynix and building a Taiwan plant near TSMC. Non-public, so individual financials and per-customer revenue are undisclosed."}]},{"direction":"cost","counterparty":"요코가와전기","counterparty_slug":"yokogawa-electric","confidence":"high","metric":{"qualifier":"confirmed_no_disclosed_value"},"note":"합성고무 원료 플랜트 CENTUM DCS·AI 자율제어를 요코가와에서 도입(35일 자율운전 세계 최초).","note_en":"Adopts CENTUM DCS and AI autonomous control from Yokogawa at its synthetic-rubber feedstock plant (world-first 35-day autonomous run).","sources":[{"stance":"confirms","publisher":"Yokogawa Electric","publisher_en":"Yokogawa Electric","kind":"filing","lang":"en","published_at":"2025-09-30","url":"https://www.yokogawa.com/about/ir/reports/annual/","title":"요코가와 리포트(통합보고서) 2025","title_en":"Yokogawa Report (Integrated Report) 2025","excerpt":"요코가와 통합보고서에 JSR 자율운전 레퍼런스 수록.","excerpt_en":"Yokogawa Integrated Report lists the JSR autonomous-operations reference."},{"stance":"confirms","publisher":"한국요코가와전기","publisher_en":"Yokogawa Electric Korea","kind":"news","lang":"ko","published_at":"2025-03-01","url":"https://www.yokogawa.com/special/planet-ko/stories/boosting_industrial_autonomy_with_AI/","title":"AI로 가속화되는 산업 자율화","title_en":"Boosting industrial autonomy with AI","excerpt":"JSR 플랜트에서 요코가와 CENTUM+AI로 35일 자율·안전 제어 세계 최초.","excerpt_en":"World-first 35-day autonomous safe control at JSR's plant using Yokogawa CENTUM+AI."}]},{"direction":"revenue","counterparty":"Intel","counterparty_slug":"intel","confidence":"mid","metric":{"fy":2024,"product":"euv_arf_photoresist","delisted":"2024-06-25","nonpublic":true},"note":"인텔 선단 로직 팹에 EUV·ArF 포토레지스트 공급 — 노광 단수가 늘수록 레지스트 소비가 커지는 필수재 관계.","note_en":"Supplies EUV/ArF photoresist to Intel's leading-edge logic fabs — an essentials relationship where resist consumption grows with lithography steps.","sources":[{"stance":"mentions","publisher":"Private Markets News","publisher_en":"Private Markets News","kind":"analysis","lang":"en","published_at":"2025-08-01","url":"https://privatemarketsnews.substack.com/p/the-japanese-lock-on-photolithography","title":"일본의 포토리소그래피 장악 — JSR EUV 포토레지스트 지배(분석)","title_en":"The Japanese lock on photolithography — JSR's EUV photoresist dominance (analysis)","excerpt":"JSR은 EUV 포토레지스트 세계 지배적 공급자(일본 포토레지스트 과점).","excerpt_en":"JSR is a dominant global supplier of EUV photoresist (Japanese photoresist oligopoly)."},{"stance":"confirms","publisher":"JSR","publisher_en":"JSR","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.jsr.co.jp/jsr_e/ir/","title":"JSR IR","title_en":"JSR IR","excerpt":"Intel에 포토레지스트 공급.","excerpt_en":"Supplies photoresist to Intel."},{"stance":"confirms","publisher":"디지털데일리","publisher_en":"Digital Daily","kind":"news","lang":"ko","published_at":"2025-01-01","url":"https://m.ddaily.co.kr/page/view/2021080114450640755","title":"삼성 파운드리는 JSR·신에쓰, 메모리는 TOK EUV PR","title_en":"Samsung sources EUV PR from JSR/Shin-Etsu, TOK","excerpt":"Intel에 포토레지스트 공급.","excerpt_en":"Supplies photoresist to Intel."},{"stance":"confirms","publisher":"DigiTimes","publisher_en":"DigiTimes","kind":"news","lang":"en","published_at":"2024-06-25","url":"https://www.digitimes.com/news/a20240419PD204/jsr-japan-ic-manufacturing-delisting.html","title":"JIC, JSR 인수 성공(¥4,350/주, ¥9,090억)…2024.6.25 상장폐지·비상장","title_en":"JIC acquires JSR (JPY 4,350/share, JPY 909bn); delisted Jun 25, 2024, non-public","excerpt":"JSR은 JIC(일본 국부펀드)의 공개매수(¥4,350/주, 총 ¥9,090억)로 2024.6.25 상장폐지돼 비상장 — 반도체 소재(EUV·ArF 포토레지스트)에 집중한다. EUV 포토레지스트 세계 선두이며 SK하이닉스와 EUV 레지스트 공동개발, TSMC 인근 대만 신공장 추진. 비상장이라 개별 재무·고객 매출 미공개.","excerpt_en":"JSR was delisted on Jun 25, 2024 after JIC's (Japan's sovereign fund) tender offer (JPY 4,350/share, JPY 909bn) — now non-public and concentrating on semiconductor materials (EUV/ArF photoresist). A world leader in EUV photoresist, co-developing EUV resist with SK Hynix and building a Taiwan plant near TSMC. Non-public, so individual financials and per-customer revenue are undisclosed."}]},{"direction":"cost","counterparty":"부품·소재·R&D (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"포토레지스트 제조용 부품·소재·R&D(비공개).","note_en":"Parts, materials and R&D (undisclosed).","sources":[{"stance":"confirms","publisher":"JSR","publisher_en":"JSR","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.jsr.co.jp/jsr_e/ir/","title":"JSR IR","title_en":"JSR IR","excerpt":"포토레지스트 제조용 부품·소재·R&D(비공개).","excerpt_en":"Parts, materials and R&D (undisclosed)."}]},{"direction":"cost","counterparty":"설비·인프라 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"생산 설비·인프라 투자(비공개).","note_en":"Production equipment and infrastructure (undisclosed).","sources":[{"stance":"confirms","publisher":"JSR","publisher_en":"JSR","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.jsr.co.jp/jsr_e/ir/","title":"JSR IR","title_en":"JSR IR","excerpt":"생산 설비·인프라 투자(비공개).","excerpt_en":"Production equipment and infrastructure (undisclosed)."}]}]}