Diversified chemicals, semiconductor materials (Nikkei 225)
Sumitomo Chemical
A Japanese diversified chemical maker spanning petrochemicals, semiconductor materials, agriculture, and pharmaceuticals. In October 2024 it reorganized into five segments: Essential & Green Materials, ICT & Mobility Solutions, Agro & Life Solutions, Advanced Medical Solutions, and Sumitomo Pharma. FY2024 (ended March 2025) sales revenue was 2,606.3 billion yen with core operating income of 140.5 billion yen. Its semiconductor photoresist lineup runs from i-line to EUV, and it targets a 20 percent volume share in cutting-edge EUV resists. Through its Korean subsidiary Dongwoo Fine-Chem it also co-leads the polarizing film market alongside Nitto Denko.
4005.T Updated Jul 12, 2026 2 AI consumers
Per the valuechain.wiki graph, Sumitomo Chemical is directly linked to 2 companies (0 supply, 2 revenue relationships) and reaches 8 companies within two hops; the links are backed by 6 dated sources, 2 of them primary filings (as of 2026-07-12).
Financials & Segments
- Total revenue · ~¥2.61T (FY2024, five segments)
- Segments · Essential & Green Materials (petrochemicals, base chemicals) ¥899.0bn · ICT & Mobility Solutions (semiconductor materials, EUV resist, polarizing film) ¥607.0bn · Agro & Life Solutions (crop protection, biorationals) ¥540.2bn · Sumitomo Pharma (pharmaceuticals) ¥398.0bn · Advanced Medical Solutions (diagnostics, regenerative medicine) ¥62.1bn
Revenue from
- 농업·작물보호 고객 (Agro & Life) High confidence· segment revenue 540,200,000,000엔 · FY2024 · IFRS segment revenue
The Agro & Life Solutions segment (FY2024 revenue ¥540.2bn, core operating income ¥55.0bn) sells crop protection, fertilizers, and biorational (biological) pesticides to global agricultural customers. A key growth pillar alongside semiconductors.Mentions EN BigGo Finance Published May 14, 2026: Sumitomo Chemical FY2025: core operating profit ¥208.4bn led by semiconductors and biopesticidesConfirms EN Sumitomo Chemical Published May 14, 2025: Key Figures of Consolidated Financial Results for FY2024 - 반도체 제조사 (EUV·ArF 레지스트) High confidence
Supplies semiconductor photoresists across the full range from i-line to EUV. Targets a 20 percent volume share in cutting-edge EUV resists and aims for back-end (post-process) materials to generate 10 percent of total semiconductor-material sales after FY2030. Two-site supply system: Kasugade (mother plant) in Japan and Iksan in South Korea. Cumulative semiconductor-materials capex is about 100 billion yen, and it targets 100 billion yen core operating profit in ICT & Mobility Solutions by 2030.Confirms EN Sumitomo Chemical Published Apr 9, 2026: Sumitomo Chemical to build a new photoresist technology center at OsakaConfirms EN Sumitomo Chemical Published Sep 30, 2025: Integrated Report 2025 — Sumitomo Chemical's Semiconductor-Related BusinessConfirms EN Sumitomo Chemical Published May 14, 2025: Key Figures of Consolidated Financial Results for FY2024Confirms KO Ajunews Published Feb 26, 2025: Japan's Sumitomo Chemical to produce semiconductor photoresist in Korea, KRW 480bn investment - 디스플레이 패널 제조사 (편광필름·OLED) High confidence
Through its subsidiary Dongwoo Fine-Chem it supplies polarizing films, touch-sensor panels, and color resists to display panel makers. Sumitomo Chemical and Nitto Denko lead the OLED circular-polarizer market. Part of the ICT & Mobility Solutions segment.Confirms EN Sumitomo Chemical Published Sep 30, 2025: Integrated Report 2025 — Sumitomo Chemical's Semiconductor-Related BusinessConfirms EN Sumitomo Chemical Published May 14, 2025: Key Figures of Consolidated Financial Results for FY2024 - Samsung Electronics Medium confidence
The Iksan plant in Korea supplies Korean semiconductor customers with EUV/ArF photoresists, high-purity chemicals, and back-end materials. The official integrated report names Iksan as the supply site for Korean customers, with Samsung Electronics foundry and memory as a principal target.Confirms EN Sumitomo Chemical Published Sep 30, 2025: Integrated Report 2025 — Sumitomo Chemical's Semiconductor-Related BusinessMentions KO Ajunews Published Feb 26, 2025: Japan's Sumitomo Chemical to produce semiconductor photoresist in Korea, KRW 480bn investment - SK hynix Medium confidence
SK hynix memory lines are an inferred target of EUV/ArF photoresist and back-end (advanced packaging) material supply via the Iksan plant. The official report labels these Korean customers.Confirms EN Sumitomo Chemical Published Sep 30, 2025: Integrated Report 2025 — Sumitomo Chemical's Semiconductor-Related Business
Pays to
- 나프타·석유화학 원료 High confidence
Feedstock cost for the Essential & Green Materials segment (FY2024 revenue ¥899.0bn) is driven by fossil inputs such as naphtha. In Japan propylene is mainly produced from naphtha; Sumitomo Chemical is rationalizing (e.g., withdrawing from Chiba ethylene) and developing an ethanol-to-propylene green process targeted for commercialization in the early 2030s.Confirms EN Sumitomo Chemical Published Aug 20, 2025: Sumitomo Chemical Achieves Scale-Up of Its Process for Producing Propylene Directly from EthanolConfirms EN Sumitomo Chemical Published May 14, 2025: Key Figures of Consolidated Financial Results for FY2024 - 에너지 (전력·연료) Medium confidence
Large-scale petrochemical and base-chemical production is energy-intensive, so electricity and fuel costs are a key swing factor in the cost base; higher oil and power prices pressure margins.Mentions EN Sumitomo Chemical Published May 14, 2025: Key Figures of Consolidated Financial Results for FY2024
Value-chain ripple (2 tiers)
Following node-to-node links up to 2 tiers; each firm is shown once, at its nearest tier.
| Company | Chain | '21 | '22 | '23 | '24 | '25 | YTD |
|---|---|---|---|---|---|---|---|
| Marvell | lead2 | +84.6 | -57.5 | +63.7 | +83.8 | -22.8 | +177.8 |
| AMD | lead2 | +56.9 | -55 | +127.6 | -18.1 | +77.3 | +160.5 |
| Everpure (formerly Pure Storage) | lead2 | +44 | -17.8 | +33.3 | +72.3 | +9.1 | +18.4 |
| Broadcom | lead2 | +56.5 | -13.3 | +104.2 | +110.5 | +50.6 | +16 |
| NVIDIA | lead2 | +125.5 | -50.3 | +239 | +171.2 | +38.9 | +13.3 |
| Qualcomm | lead2 | +22.3 | -38.6 | +35.1 | +8.3 | +13.8 | +11.7 |
| SK hynix | lead1 | -0.4 | -25.6 | +53.9 | +48.6 | +361.1 | +140.3 |
| Samsung Electronics | lead1 | -9 | -14.2 | +20.9 | -26.4 | +212.9 | +77.9 |
| Sumitomo Chemical | node | +19.6 | -9.1 | -27.7 | -2.2 | +43.9 | +16 |
YTD as of 2026-07-10 · source: Yahoo Finance
A Japanese diversified chemical maker spanning petrochemicals, semiconductor materials, agriculture and pharma that, after an October 2024 reorganization into five segments, has set semiconductor materials and biorational pesticides as its growth axes. It offers a full photoresist lineup from i-line to EUV, targets a 20% volume share in cutting-edge EUV resist, and supplies Korean customers like Samsung and SK hynix from two sites — Kasugade (mother plant) in Japan and Iksan in Korea. Earnings pivot on ICT & Mobility (semiconductors, polarizing film; FY2024 ¥607.0bn) and Agro & Life (¥540.2bn), while the largest segment, Essential & Green Materials (¥899.0bn), has margins pressured by naphtha and power costs and is being restructured (e.g. exiting Chiba ethylene). Downstream on the graph are semiconductor and display customers; upstream are naphtha and energy — materials growth and petrochemical restructuring running in parallel.
Analysis generated from returns as of 2026-07-10