{"slug":"sumco","name":"섬코","name_en":"SUMCO Corporation","ticker":"3436.T","updated_at":"2026-06-21T07:32:57.995469+00:00","canonical":"https://valuechain.wiki/sumco","kicker":"300mm 실리콘 웨이퍼 (반도체 기판 소재)","kicker_en":"300mm silicon wafers (semiconductor substrate)","lead":"세계 2위 실리콘 웨이퍼 제조사로 300mm 세계 점유율 약 25%. 신에쓰·섬코 두 일본 업체가 300mm 물량의 절반 이상을 책임진다. TSMC·삼성전자·SK하이닉스·마이크론·인텔에 장기공급계약(LTA)으로 폴리시드 웨이퍼를 공급하며, HBM4·하이브리드 본딩용 초평탄 웨이퍼가 핵심 병목으로 떠올랐다.","lead_en":"The world’s No.2 silicon-wafer maker with about 25% of 300mm supply. Shin-Etsu and SUMCO together cover more than half of 300mm volume. Supplies polished wafers under long-term agreements to TSMC, Samsung, SK hynix, Micron and Intel; ultra-flat wafers for HBM4 and hybrid bonding have become a key bottleneck.","segments":{"fy":2025,"parts":[{"name":"반도체 실리콘 (300mm/200mm 웨이퍼)","share":"300mm 세계 ~25%"},{"name":"기타 화학/소재"}],"total":"300mm 웨이퍼 세계 점유율 약 25% (세계 2위)","source":"https://www.sumcosi.com/english/ir/","concentration":"고객 TSMC·삼성·SK·마이크론·인텔 LTA. HBM4 초평탄 웨이퍼 수급 핵심."},"segments_en":{"parts":[{"name":"Semiconductor silicon (300mm/200mm wafers)","share":"~25% of 300mm"},{"name":"Other chemicals/materials"}],"total":"About 25% of global 300mm wafer supply (world No.2)","concentration":"Customers TSMC, Samsung, SK, Micron, Intel under LTAs. HBM4 ultra-flat wafer supply is critical."},"edges":[{"direction":"revenue","counterparty":"삼성전자","counterparty_slug":"samsung-electronics","confidence":"high","metric":{"type":"share","unit":"%","basis":"300mm 웨이퍼 세계 점유율","value":25,"period":"2023~2025","basis_en":"global 300mm wafer share"},"note":"Samsung Electronics에 300mm 폴리시드 웨이퍼를 장기계약(LTA)으로 공급.","note_en":"Supplies 300mm polished wafers to Samsung Electronics under long-term agreements.","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":"삼성·SK가 신에쓰·섬코와 HBM4 웨이퍼 LTA 강화.","excerpt_en":"Samsung and SK strengthen HBM4 wafer LTAs with Shin-Etsu and SUMCO."},{"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":"신에쓰 30%·섬코 25%로 300mm 절반 이상 공급.","excerpt_en":"Shin-Etsu ~30% and SUMCO ~25% supply over half of 300mm."},{"stance":"confirms","publisher":"섬코","publisher_en":"SUMCO","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.sumcosi.com/english/ir/","title":"섬코 IR","title_en":"SUMCO IR","excerpt":"반도체 실리콘 부문—300mm 세계 ~25%.","excerpt_en":"Semiconductor silicon segment — ~25% of global 300mm."},{"stance":"confirms","publisher":"섬코 / EDINET","publisher_en":"SUMCO / EDINET","kind":"filing","lang":"ja","published_at":"2025-03-27","url":"https://www.sumcosi.com/ir/library/secreports/","title":"有価証券報告書 (SUMCO)","title_en":"Annual Securities Reports (SUMCO)","excerpt":"有価証券報告書: 실리콘 웨이퍼 매출·고객(반도체 제조사) 및 설비투자.","excerpt_en":"Annual Securities Report: silicon-wafer revenue, customers (chipmakers) and capex."},{"stance":"confirms","publisher":"Market Growth Reports","publisher_en":"Market Growth Reports","kind":"analysis","lang":"en","published_at":"2025-01-01","url":"https://www.marketgrowthreports.com/market-reports/300mm-silicon-wafers-market-103422","title":"300mm 실리콘 웨이퍼 시장 (상위 5사 85%)","title_en":"300mm Silicon Wafers Market (top five ~85%)","excerpt":"상위 5사가 300mm 85% 과점.","excerpt_en":"Top five control ~85% of 300mm."}]},{"direction":"revenue","counterparty":"TSMC","counterparty_slug":"tsmc","confidence":"high","metric":null,"note":"TSMC에 300mm 폴리시드 웨이퍼를 장기계약(LTA)으로 공급.","note_en":"Supplies 300mm polished wafers to TSMC under long-term agreements.","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":"삼성·SK가 신에쓰·섬코와 HBM4 웨이퍼 LTA 강화.","excerpt_en":"Samsung and SK strengthen HBM4 wafer LTAs with Shin-Etsu and SUMCO."},{"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":"신에쓰 30%·섬코 25%로 300mm 절반 이상 공급.","excerpt_en":"Shin-Etsu ~30% and SUMCO ~25% supply over half of 300mm."}]},{"direction":"revenue","counterparty":"SK하이닉스","counterparty_slug":"sk-hynix","confidence":"high","metric":null,"note":"SK하이닉스에 300mm 폴리시드 웨이퍼를 장기계약(LTA)으로 공급.","note_en":"Supplies 300mm polished wafers to SK하이닉스 under long-term agreements.","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":"삼성·SK가 신에쓰·섬코와 HBM4 웨이퍼 LTA 강화.","excerpt_en":"Samsung and SK strengthen HBM4 wafer LTAs with Shin-Etsu and SUMCO."},{"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":"신에쓰 30%·섬코 25%로 300mm 절반 이상 공급.","excerpt_en":"Shin-Etsu ~30% and SUMCO ~25% supply over half of 300mm."}]},{"direction":"revenue","counterparty":"Micron Technology","counterparty_slug":"micron","confidence":"high","metric":null,"note":"Micron Technology에 300mm 폴리시드 웨이퍼를 장기계약(LTA)으로 공급.","note_en":"Supplies 300mm polished wafers to Micron Technology under long-term agreements.","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":"삼성·SK가 신에쓰·섬코와 HBM4 웨이퍼 LTA 강화.","excerpt_en":"Samsung and SK strengthen HBM4 wafer LTAs with Shin-Etsu and SUMCO."},{"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":"신에쓰 30%·섬코 25%로 300mm 절반 이상 공급.","excerpt_en":"Shin-Etsu ~30% and SUMCO ~25% supply over half of 300mm."}]},{"direction":"revenue","counterparty":"Intel","counterparty_slug":"intel","confidence":"mid","metric":null,"note":"Intel에 300mm 폴리시드 웨이퍼를 장기계약(LTA)으로 공급.","note_en":"Supplies 300mm polished wafers to Intel under long-term agreements.","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":"삼성·SK가 신에쓰·섬코와 HBM4 웨이퍼 LTA 강화.","excerpt_en":"Samsung and SK strengthen HBM4 wafer LTAs with Shin-Etsu and SUMCO."},{"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":"신에쓰 30%·섬코 25%로 300mm 절반 이상 공급.","excerpt_en":"Shin-Etsu ~30% and SUMCO ~25% supply over half of 300mm."}]},{"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(비공개).","note_en":"Crystal pullers and polishing/cleaning equipment (undisclosed).","sources":[{"stance":"mentions","publisher":"섬코","publisher_en":"SUMCO","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.sumcosi.com/english/ir/","title":"섬코 IR","title_en":"SUMCO IR","excerpt":"IR: 설비투자.","excerpt_en":"IR: capex."}]},{"direction":"cost","counterparty":"폴리실리콘·석영 도가니·에너지 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"잉곳 성장용 폴리실리콘·석영 도가니·전력 등 투입(공급사 비공개).","note_en":"Polysilicon, quartz crucibles and energy for crystal growth (suppliers undisclosed).","sources":[{"stance":"mentions","publisher":"섬코","publisher_en":"SUMCO","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.sumcosi.com/english/ir/","title":"섬코 IR","title_en":"SUMCO IR","excerpt":"IR: 원재료·에너지 비용.","excerpt_en":"IR: raw-material and energy costs."}]}]}