# 에스앤에스텍 (101490.KQ)
> 반도체·디스플레이 핵심 소재인 블랭크마스크 국산화 기업. EUV 블랭크마스크·펠리클 양산을 추진하며 삼성전자가 지분 8%를 보유한 전략적 파트너.
Canonical: https://valuechain.wiki/sns-tech · Updated: 2026-06-21T12:37:00.747911+00:00 · Source: ValueChain.wiki (refined facts, cited)

## Financials & segments
- 총매출: 블랭크마스크·EUV 펠리클
- 사업부문: 블랭크마스크·EUV 펠리클

## Annual stock return (as of 2026-06-19)
- 2021: -17.3%
- 2022: -5%
- 2023: +45.8%
- 2024: -31.2%
- 2025: +210.8%
- 2026 YTD: -33.6%

## Value-chain annual returns (top→bottom: demand → node → supply; YTD as of 2026-06-19)
| Company | Chain | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
| --- | --- | --- | --- | --- | --- | --- | --- |
| CoreWeave | lead3 | · | · | · | · | · | +64.7% |
| Arista Networks | lead3 | +97.9% | -15.6% | +94.1% | +87.7% | +18.5% | +29.5% |
| Foxconn | lead3 | -5.1% | +2.8% | +7.8% | +80.1% | +26.9% | +21.8% |
| 알파벳 (구글) | lead3 | +65.3% | -39.1% | +58.3% | +35.8% | +66.1% | +17.8% |
| Apple | lead3 | +34.6% | -26.4% | +49% | +30.7% | +9.1% | +9.8% |
| 아마존 | lead3 | +2.4% | -49.6% | +80.9% | +44.4% | +5.2% | +5.9% |
| Super Micro | lead3 | +38.8% | +86.8% | +246.2% | +7.2% | -4% | +4.7% |
| 메타 플랫폼스 | lead3 | +23.1% | -64.2% | +194.1% | +65.9% | +13.1% | -12.3% |
| 마이크로소프트 | lead3 | +52.5% | -28% | +58.2% | +12.9% | +15.6% | -21.2% |
| Marvell | lead2 | +84.9% | -57.5% | +63.7% | +83.8% | -22.8% | +265.9% |
| AMD | lead2 | +56.9% | -55% | +127.6% | -18.1% | +77.3% | +150.9% |
| Qualcomm | lead2 | +22.3% | -38.4% | +35.1% | +7.7% | +13.9% | +34.2% |
| Broadcom | lead2 | +56.8% | -13.4% | +104.9% | +110.9% | +50.7% | +19.3% |
| NVIDIA | lead2 | +125.5% | -50.3% | +239% | +171.3% | +38.9% | +13.1% |
| SK하이닉스 | lead1 | -0.4% | -25.6% | +53.9% | +48.6% | +361.1% | +204.7% |
| 삼성전자 | lead1 | -9% | -14.2% | +20.9% | -26.4% | +212.9% | +121% |
| 에스앤에스텍 | node | -17.3% | -5% | +45.8% | -31.2% | +210.8% | -33.6% |

## Money in · revenue from (2)
### 삼성전자 (high)  → /samsung-electronics.md
- note: 삼성전자에 블랭크마스크·펠리클 공급.
- [confirms] 전자신문 (KO, news, published 2026-01-12) https://www.etnews.com/20260112000180: "삼성전자에 블랭크마스크·펠리클 공급."
- [confirms] 파이낸셜뉴스 (KO, news, published 2025-03-21) https://www.fnnews.com/news/202503211358486799: "삼성전자에 블랭크마스크·펠리클 공급."

### SK하이닉스 (mid)  → /sk-hynix.md
- note: SK하이닉스에 블랭크마스크·펠리클 공급.
- [confirms] DART(금융감독원 전자공시) (KO, filing, published 2026-03-16) https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260316000487: "DART 사업보고서: 매출·고객·사업 내용."
- [confirms] 전자신문 (KO, news, published 2026-01-12) https://www.etnews.com/20260112000180: "SK하이닉스에 블랭크마스크·펠리클 공급."
- [confirms] 파이낸셜뉴스 (KO, news, published 2025-03-21) https://www.fnnews.com/news/202503211358486799: "SK하이닉스에 블랭크마스크·펠리클 공급."

## Money out · pays to (2)
### 원재료·소재 (비공개) (low)
- note: 블랭크마스크·펠리클 제조용 원재료·소재 매입(비공개).
- [confirms] 파이낸셜뉴스 (KO, news, published 2025-03-21) https://www.fnnews.com/news/202503211358486799: "블랭크마스크·펠리클 제조용 원재료·소재 매입(비공개)."

### 설비·R&D (비공개) (low)
- note: 생산 설비·연구개발 투자(비공개).
- [confirms] 파이낸셜뉴스 (KO, news, published 2025-03-21) https://www.fnnews.com/news/202503211358486799: "생산 설비·연구개발 투자(비공개)."

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