# 롬 (6963.T)
> 전력·아날로그 반도체와 SiC 전력소자 제조. 독일 SiCrystal 인수로 SiC 웨이퍼 수직계열화. EV 인버터용 SiC MOSFET으로 성장.
Canonical: https://valuechain.wiki/rohm · Updated: 2026-06-21T12:40:58.985354+00:00 · Source: ValueChain.wiki (refined facts, cited)

## Financials & segments
- 총매출: 전력·SiC 반도체
- 사업부문: 전력·SiC 반도체

## Annual stock return (as of 2026-06-19)
- 2021: -9%
- 2022: +10.9%
- 2023: +1.7%
- 2024: -40.8%
- 2025: +86.1%
- 2026 YTD: +106.1%

## Value-chain annual returns (top→bottom: demand → node → supply; YTD as of 2026-06-19)
| Company | Chain | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
| --- | --- | --- | --- | --- | --- | --- | --- |
| 롬 | node | -9% | +10.9% | +1.7% | -40.8% | +86.1% | +106.1% |
| 어플라이드 머티어리얼즈 | benef1 | +83.6% | -37.5% | +68% | +1.1% | +59.6% | +140.7% |
| 도쿄일렉트론 | benef1 | +40.4% | -14.5% | +89.8% | -4.4% | +61.6% | +84.1% |
| MKS Instruments | benef2 | +16.4% | -51% | +22.6% | +2.2% | +54.4% | +154.7% |
| 원익QnC | benef2 | +26.2% | +2% | +11.9% | -33.7% | +53.4% | +25.1% |
| 티씨케이 | benef2 | -10.1% | -16.9% | +2.8% | -28.7% | +225.7% | +8.6% |
| 하나머티리얼즈 | benef2 | +106% | -30.5% | +26.1% | -47.4% | +173.9% | -3.6% |

## Money in · revenue from (2)
### 자동차·산업 OEM (비공개) (mid)
- note: 전력·SiC 소자을(를) 자동차·산업 OEM에 공급.
- [confirms] 롬 (EN, ir, published 2025-05-01) https://www.rohm.com/ir: "전력·SiC 소자을(를) 자동차·산업 OEM에 공급."

### 전자제품 OEM (비공개) (low)
- note: 전자제품 OEM에 공급(비공개).
- [confirms] 롬 (EN, ir, published 2025-05-01) https://www.rohm.com/ir: "전자제품 OEM에 공급(비공개)."

## Money out · pays to (3)
### 도쿄일렉트론 (mid)  → /tokyo-electron.md
- note: 도쿄일렉트론에서 전공정 장비 매입.
- [confirms] 롬 (EN, ir, published 2025-05-01) https://www.rohm.com/ir: "도쿄일렉트론에서 전공정 장비 매입."
- [confirms] 롬 (KO, reference, published 2025-01-01) https://www.rohm.co.kr/company: "도쿄일렉트론에서 전공정 장비 매입."

### 어플라이드 머티어리얼즈 (mid)  → /applied-materials.md
- note: 어플라이드 머티어리얼즈에서 전공정 장비 매입.
- [confirms] EDINET/회사 IR (JA, filing, published 2025-06-25) https://disclosure2dl.edinet-fsa.go.jp/searchdocument/pdf/S100W2W6.pdf: "有価証券報告書: 매출·고객·사업."
- [confirms] 롬 (EN, ir, published 2025-05-01) https://www.rohm.com/ir: "어플라이드 머티어리얼즈에서 전공정 장비 매입."
- [confirms] 롬 (KO, reference, published 2025-01-01) https://www.rohm.co.kr/company: "어플라이드 머티어리얼즈에서 전공정 장비 매입."

### 부품·소재·R&D (비공개) (low)
- note: 제조용 부품·소재·R&D(비공개).
- [confirms] 롬 (EN, ir, published 2025-05-01) https://www.rohm.com/ir: "제조용 부품·소재·R&D(비공개)."

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