Silicon wafers (300mm) and SiC wafers
SK Siltron
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).
Updated Jun 21, 2026 1 AI consumers
SK SiltronUnlisted
▸ Money out폴리실리콘·석영 도가니·SiC 분말 (비공개)○결정성장·연마 장비 (비공개)○
Financials & Segments
- Total revenue · Unlisted (SK Group). World No.3 in 300mm; ~15% of SiC
- Customer concentration · Supplies SK hynix (group, HBM4 co-development) and Samsung. SiC serves power electronics and EVs.
- Segments · Semiconductor silicon wafers (300mm/200mm)(world No.3) · SiC wafers(top-5 ~15%)
Revenue from
- SK hynix High confidence
Supplies 300mm wafers to SK hynix and co-develops HBM4 ultra-flat wafers (group synergy).Confirms KO ICN Magazine Published Jan 15, 2026: "SK hynix builds early HBM4 wafer supply and co-develops with affiliate SK Siltron."Confirms KO BizWatch Published May 23, 2025: "SK Siltron, No.3 in 300mm, partners with SK hynix and Samsung." - SiC 전력반도체·전기차 고객 (비공개) Medium confidence· Market share 15 · 2025 · global SiC wafer share
Supplies 6/8-inch SiC wafers for power electronics and EVs; top-5 globally (~15%).Confirms EN Mordor Intelligence Published Jan 1, 2025: "SK Siltron is a top-5 SiC supplier, ~15%, 500k+ units/yr." - Samsung Electronics Medium confidence
Supplies 300mm silicon wafers to Samsung.Confirms KO BizWatch Published May 23, 2025: "SK Siltron supplies wafers to Samsung and other global leaders."
Pays to
- 폴리실리콘·석영 도가니·SiC 분말 (비공개) Low confidence
Polysilicon, quartz crucibles and SiC source powder for crystal growth (undisclosed). - 결정성장·연마 장비 (비공개) Low confidence
Crystal pullers and polishing/cleaning tools (incl. Michigan SiC expansion).
Value-chain ripple (tiers 2–3)
Following node-to-node links up to 3 tiers; each firm is shown once, at its nearest tier.