300mm silicon wafers (semiconductor substrate)
SUMCO Corporation
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.
3436.T Updated Jun 21, 2026 1 AI consumers
SUMCO CorporationAbout 25% of global 300mm wafer supply
▸ Money out결정성장·연마 장비 (비공개)○폴리실리콘·석영 도가니·에너지 (비공개)○
Financials & Segments
- Total revenue · About 25% of global 300mm wafer supply (world No.2)
- Customer concentration · Customers TSMC, Samsung, SK, Micron, Intel under LTAs. HBM4 ultra-flat wafer supply is critical.
- Segments · Semiconductor silicon (300mm/200mm wafers)(~25% of 300mm) · Other chemicals/materials
Revenue from
- Samsung Electronics High confidence· Market share 25 · 2023~2025 · global 300mm wafer share
Supplies 300mm polished wafers to Samsung Electronics under long-term agreements.Confirms KO ICN Magazine Published Jan 15, 2026: "Samsung and SK strengthen HBM4 wafer LTAs with Shin-Etsu and SUMCO."Confirms KO BizWatch Published May 23, 2025: "Shin-Etsu ~30% and SUMCO ~25% supply over half of 300mm."Confirms JA SUMCO / EDINET Published Mar 27, 2025: "Annual Securities Report: silicon-wafer revenue, customers (chipmakers) and capex." - TSMC High confidence
Supplies 300mm polished wafers to TSMC under long-term agreements.Confirms KO ICN Magazine Published Jan 15, 2026: "Samsung and SK strengthen HBM4 wafer LTAs with Shin-Etsu and SUMCO."Confirms KO BizWatch Published May 23, 2025: "Shin-Etsu ~30% and SUMCO ~25% supply over half of 300mm." - SK hynix High confidence
Supplies 300mm polished wafers to SK하이닉스 under long-term agreements.Confirms KO ICN Magazine Published Jan 15, 2026: "Samsung and SK strengthen HBM4 wafer LTAs with Shin-Etsu and SUMCO."Confirms KO BizWatch Published May 23, 2025: "Shin-Etsu ~30% and SUMCO ~25% supply over half of 300mm." - Micron Technology High confidence
Supplies 300mm polished wafers to Micron Technology under long-term agreements.Confirms KO ICN Magazine Published Jan 15, 2026: "Samsung and SK strengthen HBM4 wafer LTAs with Shin-Etsu and SUMCO."Confirms KO BizWatch Published May 23, 2025: "Shin-Etsu ~30% and SUMCO ~25% supply over half of 300mm." - Intel Medium confidence
Supplies 300mm polished wafers to Intel under long-term agreements.Confirms KO ICN Magazine Published Jan 15, 2026: "Samsung and SK strengthen HBM4 wafer LTAs with Shin-Etsu and SUMCO."Confirms KO BizWatch Published May 23, 2025: "Shin-Etsu ~30% and SUMCO ~25% supply over half of 300mm."
Pays to
- 결정성장·연마 장비 (비공개) Low confidence
Crystal pullers and polishing/cleaning equipment (undisclosed). - 폴리실리콘·석영 도가니·에너지 (비공개) Low confidence
Polysilicon, quartz crucibles and energy for crystal growth (suppliers undisclosed).
Value-chain ripple (tiers 2–3)
Following node-to-node links up to 3 tiers; each firm is shown once, at its nearest tier.