{"slug":"sk-siltron","name":"SK실트론","name_en":"SK Siltron","ticker":null,"updated_at":"2026-06-21T07:17:18.776826+00:00","canonical":"https://valuechain.wiki/sk-siltron","kicker":"실리콘 웨이퍼 (300mm) · SiC 웨이퍼","kicker_en":"Silicon wafers (300mm) and SiC wafers","lead":"SK그룹 계열 비상장 웨이퍼 제조사. 300mm 실리콘 웨이퍼 세계 3위(신에쓰·SUMCO 다음)이며, SiC(실리콘카바이드) 웨이퍼는 울프스피드·코히어런트·ST·로옴과 함께 top-5(~15%). SK하이닉스와 HBM4 전용 초평탄 웨이퍼를 공동개발하고 삼성전자에도 공급한다. 美 미시간 8인치 SiC 증설(CHIPS 대출 $544M, 2026년 말 월 3만장).","lead_en":"An unlisted SK Group wafer maker. World No.3 in 300mm silicon wafers (after Shin-Etsu and SUMCO), and a top-5 SiC wafer supplier (~15%) alongside Wolfspeed, Coherent, ST and ROHM. Co-develops HBM4 ultra-flat wafers with SK hynix and also supplies Samsung. Expanding 8-inch SiC in Michigan (US CHIPS loan $544M, 30k/month by late 2026).","segments":{"fy":2025,"parts":[{"name":"반도체 실리콘 웨이퍼 (300mm/200mm)","share":"세계 3위"},{"name":"SiC 웨이퍼","share":"top-5 ~15%"}],"total":"비상장(SK그룹). 300mm 세계 3위 · SiC ~15%","private":true,"concentration":"SK하이닉스(그룹·HBM4 공동개발)·삼성전자 공급. SiC는 전력반도체·전기차."},"segments_en":{"parts":[{"name":"Semiconductor silicon wafers (300mm/200mm)","share":"world No.3"},{"name":"SiC wafers","share":"top-5 ~15%"}],"total":"Unlisted (SK Group). World No.3 in 300mm; ~15% of SiC","private":true,"concentration":"Supplies SK hynix (group, HBM4 co-development) and Samsung. SiC serves power electronics and EVs."},"edges":[{"direction":"revenue","counterparty":"SK하이닉스","counterparty_slug":"sk-hynix","confidence":"high","metric":null,"note":"SK하이닉스에 300mm 웨이퍼 공급, HBM4 전용 초평탄 웨이퍼 공동개발(그룹 시너지).","note_en":"Supplies 300mm wafers to SK hynix and co-develops HBM4 ultra-flat wafers (group synergy).","sources":[{"stance":"confirms","publisher":"아이씨엔매거진","publisher_en":"ICN Magazine","kind":"news","lang":"ko","published_at":"2026-01-15","url":"https://icnweb.kr/2026/79720/","title":"HBM4 시대의 보이지 않는 병목—특수 폴리시드 웨이퍼","title_en":"HBM4’s hidden bottleneck — special polished wafers","excerpt":"SK하이닉스가 계열사 SK실트론과 HBM4 전용 웨이퍼 조기 수급·공동개발.","excerpt_en":"SK hynix builds early HBM4 wafer supply and co-develops with affiliate SK Siltron."},{"stance":"confirms","publisher":"비즈워치","publisher_en":"BizWatch","kind":"news","lang":"ko","published_at":"2025-05-23","url":"https://news.bizwatch.co.kr/article/industry/2025/05/23/0043","title":"'웨이퍼 숨은 강자' SK실트론, 日 아성 깰까","title_en":"SK Siltron, the hidden wafer champion, takes on Japan’s lead","excerpt":"SK실트론, SK하이닉스·삼성과 협력하며 300mm 3위.","excerpt_en":"SK Siltron, No.3 in 300mm, partners with SK hynix and Samsung."}]},{"direction":"revenue","counterparty":"SiC 전력반도체·전기차 고객 (비공개)","counterparty_slug":null,"confidence":"mid","metric":{"type":"share","unit":"%","basis":"SiC 웨이퍼 세계 점유율","value":15,"period":"2025","basis_en":"global SiC wafer share"},"note":"SiC(실리콘카바이드) 6/8인치 웨이퍼를 전력반도체·전기차용으로 공급. 세계 top-5(~15%).","note_en":"Supplies 6/8-inch SiC wafers for power electronics and EVs; top-5 globally (~15%).","sources":[{"stance":"confirms","publisher":"Mordor Intelligence","publisher_en":"Mordor Intelligence","kind":"analysis","lang":"en","published_at":"2025-01-01","url":"https://www.mordorintelligence.com/industry-reports/sic-wafer-market","title":"SiC 웨이퍼 시장 보고서 (SK실트론 top-5 ~15%)","title_en":"SiC Wafer Market Report (SK Siltron top-5, ~15%)","excerpt":"SK실트론 SiC top-5, ~15%, 연 50만장+.","excerpt_en":"SK Siltron is a top-5 SiC supplier, ~15%, 500k+ units/yr."}]},{"direction":"revenue","counterparty":"삼성전자","counterparty_slug":"samsung-electronics","confidence":"mid","metric":null,"note":"삼성전자에 300mm 실리콘 웨이퍼 공급.","note_en":"Supplies 300mm silicon wafers to Samsung.","sources":[{"stance":"confirms","publisher":"비즈워치","publisher_en":"BizWatch","kind":"news","lang":"ko","published_at":"2025-05-23","url":"https://news.bizwatch.co.kr/article/industry/2025/05/23/0043","title":"'웨이퍼 숨은 강자' SK실트론, 日 아성 깰까","title_en":"SK Siltron, the hidden wafer champion, takes on Japan’s lead","excerpt":"SK실트론이 삼성전자 등 글로벌 강자에 웨이퍼 공급.","excerpt_en":"SK Siltron supplies wafers to Samsung and other global leaders."}]},{"direction":"cost","counterparty":"폴리실리콘·석영 도가니·SiC 분말 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"잉곳 성장용 폴리실리콘·석영 도가니, SiC 원료 분말 투입(비공개).","note_en":"Polysilicon, quartz crucibles and SiC source powder for crystal growth (undisclosed).","sources":[{"stance":"mentions","publisher":"비즈워치","publisher_en":"BizWatch","kind":"news","lang":"ko","published_at":"2025-05-23","url":"https://news.bizwatch.co.kr/article/industry/2025/05/23/0043","title":"'웨이퍼 숨은 강자' SK실트론, 日 아성 깰까","title_en":"SK Siltron, the hidden wafer champion, takes on Japan’s lead","excerpt":"결정성장 원재료 의존.","excerpt_en":"Depends on crystal-growth raw materials."}]},{"direction":"cost","counterparty":"결정성장·연마 장비 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"단결정 성장로·연마/세정 장비 투자(미시간 SiC 증설 포함).","note_en":"Crystal pullers and polishing/cleaning tools (incl. Michigan SiC expansion).","sources":[{"stance":"mentions","publisher":"Mordor Intelligence","publisher_en":"Mordor Intelligence","kind":"analysis","lang":"en","published_at":"2025-01-01","url":"https://www.mordorintelligence.com/industry-reports/sic-wafer-market","title":"SiC 웨이퍼 시장 보고서 (SK실트론 top-5 ~15%)","title_en":"SiC Wafer Market Report (SK Siltron top-5, ~15%)","excerpt":"미시간 8인치 SiC 증설 capex.","excerpt_en":"Michigan 8-inch SiC expansion capex."}]}]}