{"slug":"soulbrain","name":"솔브레인","name_en":"Soulbrain","ticker":"357780.KQ","updated_at":"2026-06-20T13:56:53.260154+00:00","canonical":"https://valuechain.wiki/soulbrain","kicker":"반도체 소재 (식각액·CMP 슬러리·전구체)","kicker_en":"Semiconductor materials (etchant, CMP slurry, precursors)","lead":"식각액·세정액 강자로 국내 불산·인산계 식각액 점유율 70~100%. FY2025 매출 9,234억원, 영업이익 1,336억. 삼성전자(3nm GAA 식각액)·SK하이닉스(HBM·3D낸드 고순도 HF)에 핵심 공정 소재를 공급한다.","lead_en":"A leader in etchants and cleaning agents with 70-100% domestic share in HF and phosphoric-acid etchants. FY2025 revenue ₩923B, operating income ₩134B. Supplies process materials to Samsung (3nm GAA etchant) and SK hynix (high-purity HF for HBM/3D NAND).","segments":{"fy":2025,"parts":[{"desc":"식각액(불산·인산계)·세정액·CMP 슬러리·전구체","name":"반도체 소재"},{"desc":"식각액·전해액","name":"디스플레이·전지 소재"}],"total":"FY2025 매출 ₩9,234억 (영업익 1,336억)","source":"https://dart.fss.or.kr/dsae001/selectPopup.do?selectKey=01489648","concentration":"국내 식각액 점유 70~100%. 고객 삼성전자·SK하이닉스·삼성/LG디스플레이."},"segments_en":{"parts":[{"desc":"Etchant (HF/phosphoric), cleaners, CMP slurry, precursors","name":"Semiconductor materials"},{"desc":"Etchant, electrolyte","name":"Display & battery materials"}],"total":"FY2025 revenue ₩923B (operating income ₩134B)","concentration":"70-100% domestic etchant share. Customers: Samsung, SK hynix, Samsung/LG Display."},"edges":[{"direction":"revenue","counterparty":"삼성전자","counterparty_slug":"samsung-electronics","confidence":"high","metric":{"type":"revenue","unit":"KRW","basis":"연결 총매출","value":923400000000,"period":"FY2025","basis_en":"consolidated total revenue"},"note":"불산·인산계 식각액·세정액·CMP 슬러리를 삼성전자에 공급(국내 점유 70~100%). 삼성 3nm GAA 식각액.","note_en":"Supplies HF/phosphoric etchants, cleaners and CMP slurry to Samsung (70-100% domestic share); 3nm GAA etchant.","sources":[{"stance":"confirms","publisher":"금융감독원 전자공시(DART)","publisher_en":"DART (Korea FSS)","kind":"filing","lang":"ko","published_at":"2026-03-20","url":"https://dart.fss.or.kr/dsae001/selectPopup.do?selectKey=01489648","title":"솔브레인 사업보고서 (DART, 2025)","title_en":"Soulbrain annual report (DART, 2025)","excerpt":"FY2025 매출 9,234억원.","excerpt_en":"FY2025 revenue ₩923B."},{"stance":"confirms","publisher":"블로터","publisher_en":"Bloter","kind":"news","lang":"ko","published_at":null,"url":"https://www.bloter.net/news/articleView.html?idxno=47292","title":"솔브레인, 삼성·SK 첨단 공정에 거는 기대감","title_en":"Soulbrain pins hopes on Samsung and SK advanced processes","excerpt":"삼성 3나노 GAA 공정에 솔브레인 식각액 사용.","excerpt_en":"Soulbrain etchant used in Samsung’s 3nm GAA process."},{"stance":"confirms","publisher":"Komachine","publisher_en":"Komachine","kind":"reference","lang":"en","published_at":null,"url":"https://www.komachine.com/en/companies/soulbrain","title":"솔브레인 기업 프로파일 (식각액 점유 70-100%)","title_en":"Soulbrain profile (70-100% etchant share)","excerpt":"국내 불산·인산계 식각액 점유 70~100%, 삼성에 납품.","excerpt_en":"70-100% domestic HF/phosphoric etchant share, supplies Samsung."}]},{"direction":"revenue","counterparty":"SK하이닉스","counterparty_slug":"sk-hynix","confidence":"high","metric":null,"note":"SK하이닉스에 고순도 불산(HF)·식각액 공급(HBM·3D낸드 고단화 수혜).","note_en":"Supplies high-purity HF and etchants to SK hynix (HBM and high-stack 3D NAND).","sources":[{"stance":"confirms","publisher":"금융감독원 전자공시(DART)","publisher_en":"DART (Korea FSS)","kind":"filing","lang":"ko","published_at":"2026-03-20","url":"https://dart.fss.or.kr/dsae001/selectPopup.do?selectKey=01489648","title":"솔브레인 사업보고서 (DART, 2025)","title_en":"Soulbrain annual report (DART, 2025)","excerpt":"SK하이닉스 등에 식각액·세정액 납품.","excerpt_en":"Supplies etchants/cleaners to SK hynix and others."},{"stance":"confirms","publisher":"Komachine","publisher_en":"Komachine","kind":"reference","lang":"en","published_at":null,"url":"https://www.komachine.com/en/companies/soulbrain","title":"솔브레인 기업 프로파일 (식각액 점유 70-100%)","title_en":"Soulbrain profile (70-100% etchant share)","excerpt":"SK하이닉스가 솔브레인 고순도 HF를 테스트·채용.","excerpt_en":"SK hynix tested and adopted Soulbrain high-purity HF."}]},{"direction":"revenue","counterparty":"디스플레이·전지 (삼성/LG디스플레이 등)","counterparty_slug":null,"confidence":"mid","metric":null,"note":"디스플레이 식각액·2차전지 전해액 공급.","note_en":"Supplies display etchants and battery electrolytes.","sources":[{"stance":"mentions","publisher":"Komachine","publisher_en":"Komachine","kind":"reference","lang":"en","published_at":null,"url":"https://www.komachine.com/en/companies/soulbrain","title":"솔브레인 기업 프로파일 (식각액 점유 70-100%)","title_en":"Soulbrain profile (70-100% etchant share)","excerpt":"삼성·LG디스플레이 등에 소재 납품.","excerpt_en":"Supplies materials to Samsung and LG Display."}]},{"direction":"cost","counterparty":"고순도 화학 원료·가스 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"고순도 불산·인산 등 화학 원료 매입(공급사 비공개).","note_en":"Buys high-purity HF, phosphoric acid and other feedstocks (undisclosed).","sources":[{"stance":"mentions","publisher":"금융감독원 전자공시(DART)","publisher_en":"DART (Korea FSS)","kind":"filing","lang":"ko","published_at":"2026-03-20","url":"https://dart.fss.or.kr/dsae001/selectPopup.do?selectKey=01489648","title":"솔브레인 사업보고서 (DART, 2025)","title_en":"Soulbrain annual report (DART, 2025)","excerpt":"사업보고서: 원재료 매입.","excerpt_en":"Annual report: raw-material purchases."}]},{"direction":"cost","counterparty":"정제·포장 설비 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"정제·포장 설비·자재 매입(비공개).","note_en":"Buys purification and packaging equipment/materials (undisclosed).","sources":[{"stance":"mentions","publisher":"금융감독원 전자공시(DART)","publisher_en":"DART (Korea FSS)","kind":"filing","lang":"ko","published_at":"2026-03-20","url":"https://dart.fss.or.kr/dsae001/selectPopup.do?selectKey=01489648","title":"솔브레인 사업보고서 (DART, 2025)","title_en":"Soulbrain annual report (DART, 2025)","excerpt":"사업보고서: 설비·자재.","excerpt_en":"Annual report: equipment and materials."}]}]}