{"slug":"tck","name":"티씨케이","name_en":"TCK (Tokai Carbon Korea)","ticker":"064760.KQ","updated_at":"2026-06-21T12:36:58.708611+00:00","canonical":"https://valuechain.wiki/tck","kicker":"SiC 포커스링·식각 소모품","kicker_en":"SiC focus rings and etch consumables","lead":"식각 챔버용 SiC(실리콘카바이드) 포커스링 등 소모성 부품 세계 1위(점유율 80%+). 도쿄일렉트론·어플라이드·램리서치 등 식각 장비사를 통해 fab에 간접 공급.","lead_en":"The global No.1 (80%+ share) in consumable SiC focus rings for etch chambers, supplied indirectly to fabs via etch toolmakers Tokyo Electron, Applied Materials and Lam Research.","segments":{"fy":2024,"parts":[{"name":"SiC 포커스링·식각 소모품"}],"total":"SiC 포커스링·식각 소모품"},"segments_en":{"parts":[{"name":"SiC focus rings and etch consumables"}],"total":"SiC focus rings and etch consumables"},"returns_yearly":{"2021":-10.1,"2022":-16.9,"2023":2.8,"2024":-28.7,"2025":225.7,"2026":8.6},"return_asof":"2026-06-19","value_chain":{"leading":[{"slug":"marvell","name":"Marvell","name_en":"Marvell","tier":3,"returns_yearly":{"2021":84.9,"2022":-57.5,"2023":63.7,"2024":83.8,"2025":-22.8,"2026":265.9}},{"slug":"intel","name":"Intel","name_en":"Intel","tier":3,"returns_yearly":{"2021":6.1,"2022":-46.6,"2023":94.6,"2024":-59.6,"2025":84,"2026":263.1}},{"slug":"mediatek","name":"미디어텍","name_en":"MediaTek","tier":3,"returns_yearly":{"2021":27.8,"2022":-26.6,"2023":49,"2024":59.1,"2025":25.1,"2026":154.3}},{"slug":"amd","name":"AMD","name_en":"AMD","tier":3,"returns_yearly":{"2021":56.9,"2022":-55,"2023":127.6,"2024":-18.1,"2025":77.3,"2026":150.9}},{"slug":"astera-labs","name":"Astera Labs","name_en":"Astera Labs","tier":3,"returns_yearly":{"2025":25.6,"2026":150.7}},{"slug":"credo","name":"크레도","name_en":"Credo Technology","tier":3,"returns_yearly":{"2023":46.3,"2024":245.2,"2025":114.1,"2026":88.9}},{"slug":"global-unichip","name":"Global Unichip","name_en":"Global Unichip","tier":3,"returns_yearly":{"2021":21.4,"2022":67.6,"2023":99.4,"2024":-13.7,"2025":101.4,"2026":86.3}},{"slug":"renesas","name":"르네사스","name_en":"Renesas Electronics","tier":3,"returns_yearly":{"2021":8.2,"2022":2.4,"2023":88,"2024":-13.6,"2025":23.8,"2026":83.8}},{"slug":"nxp","name":"NXP반도체","name_en":"NXP Semiconductors","tier":3,"returns_yearly":{"2021":44.8,"2022":-29.4,"2023":48.4,"2024":-8,"2025":6.4,"2026":45.7}},{"slug":"alchip","name":"알칩","name_en":"Alchip Technologies","tier":3,"returns_yearly":{"2021":14.3,"2022":-8.7,"2023":365.1,"2024":-18.9,"2025":0.8,"2026":40.2}},{"slug":"qualcomm","name":"Qualcomm","name_en":"Qualcomm","tier":3,"returns_yearly":{"2021":22.3,"2022":-38.4,"2023":35.1,"2024":7.7,"2025":13.9,"2026":34.2}},{"slug":"broadcom","name":"Broadcom","name_en":"Broadcom","tier":3,"returns_yearly":{"2021":56.8,"2022":-13.4,"2023":104.9,"2024":110.9,"2025":50.7,"2026":19.3}},{"slug":"alphabet","name":"알파벳 (구글)","name_en":"Alphabet (Google)","tier":3,"returns_yearly":{"2021":65.3,"2022":-39.1,"2023":58.3,"2024":35.8,"2025":66.1,"2026":17.8}},{"slug":"nvidia","name":"NVIDIA","name_en":"NVIDIA","tier":3,"returns_yearly":{"2021":125.5,"2022":-50.3,"2023":239,"2024":171.3,"2025":38.9,"2026":13.1}},{"slug":"apple","name":"Apple","name_en":"Apple","tier":3,"returns_yearly":{"2021":34.6,"2022":-26.4,"2023":49,"2024":30.7,"2025":9.1,"2026":9.8}},{"slug":"amazon","name":"아마존","name_en":"Amazon","tier":3,"returns_yearly":{"2021":2.4,"2022":-49.6,"2023":80.9,"2024":44.4,"2025":5.2,"2026":5.9}},{"slug":"sony-semiconductor","name":"소니 반도체","name_en":"Sony Semiconductor Solutions","tier":3,"returns_yearly":{"2021":27.2,"2022":-8.4,"2023":27.8,"2024":17.9,"2025":1,"2026":-8.7}},{"slug":"meta","name":"메타 플랫폼스","name_en":"Meta Platforms","tier":3,"returns_yearly":{"2021":23.1,"2022":-64.2,"2023":194.1,"2024":65.9,"2025":13.1,"2026":-12.3}},{"slug":"microsoft","name":"마이크로소프트","name_en":"Microsoft","tier":3,"returns_yearly":{"2021":52.5,"2022":-28,"2023":58.2,"2024":12.9,"2025":15.6,"2026":-21.2}},{"slug":"sandisk","name":"샌디스크","name_en":"SanDisk","tier":2,"returns_yearly":{"2026":820.4}},{"slug":"kioxia","name":"키옥시아","name_en":"Kioxia","tier":2,"returns_yearly":{"2025":1082.1,"2026":408.4}},{"slug":"micron","name":"Micron Technology","name_en":"Micron Technology","tier":2,"returns_yearly":{"2021":24.1,"2022":-46,"2023":72.1,"2024":-1,"2025":240.5,"2026":297.6}},{"slug":"umc","name":"UMC","name_en":"United Microelectronics (UMC)","tier":2,"returns_yearly":{"2021":43.2,"2022":-40.3,"2023":39.2,"2024":-19,"2025":28.8,"2026":206.4}},{"slug":"sk-hynix","name":"SK하이닉스","name_en":"SK hynix","tier":2,"returns_yearly":{"2021":-0.4,"2022":-25.6,"2023":53.9,"2024":48.6,"2025":361.1,"2026":204.7}},{"slug":"globalfoundries","name":"글로벌파운드리","name_en":"GlobalFoundries","tier":2,"returns_yearly":{"2022":-17.1,"2023":12.5,"2024":-29.2,"2025":-18.6,"2026":145.8}},{"slug":"samsung-electronics","name":"삼성전자","name_en":"Samsung Electronics","tier":2,"returns_yearly":{"2021":-9,"2022":-14.2,"2023":20.9,"2024":-26.4,"2025":212.9,"2026":121}},{"slug":"rohm","name":"롬","name_en":"ROHM","tier":2,"returns_yearly":{"2021":-9,"2022":10.9,"2023":1.7,"2024":-40.8,"2025":86.1,"2026":106.1}},{"slug":"texas-instruments","name":"텍사스인스트루먼트","name_en":"Texas Instruments","tier":2,"returns_yearly":{"2021":17.5,"2022":-9.9,"2023":6.4,"2024":13.1,"2025":-4.5,"2026":88.3}},{"slug":"tsmc","name":"TSMC","name_en":"TSMC","tier":2,"returns_yearly":{"2021":12.1,"2022":-36.8,"2023":42.5,"2024":92.9,"2025":56,"2026":53.3}},{"slug":"smic","name":"SMIC","name_en":"SMIC","tier":2,"returns_yearly":{"2021":-29.6,"2022":-7.4,"2023":-18.3,"2024":169.9,"2025":98.4,"2026":1.5}},{"slug":"applied-materials","name":"어플라이드 머티어리얼즈","name_en":"Applied Materials","tier":1,"returns_yearly":{"2021":83.6,"2022":-37.5,"2023":68,"2024":1.1,"2025":59.6,"2026":140.7}},{"slug":"lam-research","name":"램리서치","name_en":"Lam Research","tier":1,"returns_yearly":{"2021":53.7,"2022":-40.8,"2023":88.8,"2024":-6.9,"2025":139.5,"2026":128.1}},{"slug":"tokyo-electron","name":"도쿄일렉트론","name_en":"Tokyo Electron (TEL)","tier":1,"returns_yearly":{"2021":40.4,"2022":-14.5,"2023":89.8,"2024":-4.4,"2025":61.6,"2026":84.1}}],"benefiting":[],"analysis":null,"analysis_en":null,"analysis_asof":null},"edges":[{"direction":"revenue","counterparty":"도쿄일렉트론","counterparty_slug":"tokyo-electron","confidence":"high","metric":{"type":"share","unit":"%","basis":"SiC 링 등 식각 소모품 세계 점유율","value":80,"period":"2024","basis_en":"global share of SiC etch consumables","qualifier":"band"},"note":"도쿄일렉트론에 SiC 포커스링·소모품 공급.","note_en":"Supplies SiC focus rings and consumables to 도쿄일렉트론.","sources":[{"stance":"confirms","publisher":"테크월드뉴스","publisher_en":"TechWorld","kind":"news","lang":"ko","published_at":"2025-03-01","url":"https://www.epnc.co.kr/news/articleView.html?idxno=223429","title":"티씨케이, SiC 산업 전통 강자","title_en":"TCK, a SiC stalwart","excerpt":"도쿄일렉트론에 SiC 포커스링·소모품 공급.","excerpt_en":"Supplies SiC focus rings and consumables to 도쿄일렉트론."},{"stance":"confirms","publisher":"디일렉","publisher_en":"THE ELEC","kind":"news","lang":"ko","published_at":"2024-06-01","url":"https://www.thelec.kr/news/articleView.html?idxno=11503","title":"티씨케이 SiC링 50% 증산","title_en":"TCK expands SiC rings 50%","excerpt":"도쿄일렉트론에 SiC 포커스링·소모품 공급.","excerpt_en":"Supplies SiC focus rings and consumables to 도쿄일렉트론."}]},{"direction":"revenue","counterparty":"어플라이드 머티어리얼즈","counterparty_slug":"applied-materials","confidence":"mid","metric":null,"note":"어플라이드 머티어리얼즈에 SiC 포커스링·소모품 공급.","note_en":"Supplies SiC focus rings and consumables to 어플라이드 머티어리얼즈.","sources":[{"stance":"confirms","publisher":"DART(금융감독원 전자공시)","publisher_en":"DART (FSS)","kind":"filing","lang":"ko","published_at":"2026-03-10","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260310002891","title":"tck 사업보고서 (DART)","title_en":"Annual business report (DART)","excerpt":"DART 사업보고서: 매출·고객·사업 내용.","excerpt_en":"DART annual report: revenue, customers and business."},{"stance":"confirms","publisher":"TCK 영문 사이트","publisher_en":"TCK (English)","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.tckc.co.kr/eng/","title":"TCK 영문 사이트","title_en":"TCK (English)","excerpt":"회사 영문 IR.","excerpt_en":"Company English IR."},{"stance":"confirms","publisher":"테크월드뉴스","publisher_en":"TechWorld","kind":"news","lang":"ko","published_at":"2025-03-01","url":"https://www.epnc.co.kr/news/articleView.html?idxno=223429","title":"티씨케이, SiC 산업 전통 강자","title_en":"TCK, a SiC stalwart","excerpt":"어플라이드 머티어리얼즈에 SiC 포커스링·소모품 공급.","excerpt_en":"Supplies SiC focus rings and consumables to 어플라이드 머티어리얼즈."},{"stance":"confirms","publisher":"디일렉","publisher_en":"THE ELEC","kind":"news","lang":"ko","published_at":"2024-06-01","url":"https://www.thelec.kr/news/articleView.html?idxno=11503","title":"티씨케이 SiC링 50% 증산","title_en":"TCK expands SiC rings 50%","excerpt":"어플라이드 머티어리얼즈에 SiC 포커스링·소모품 공급.","excerpt_en":"Supplies SiC focus rings and consumables to 어플라이드 머티어리얼즈."}]},{"direction":"revenue","counterparty":"램리서치","counterparty_slug":"lam-research","confidence":"mid","metric":null,"note":"램리서치에 SiC 포커스링·소모품 공급.","note_en":"Supplies SiC focus rings and consumables to 램리서치.","sources":[{"stance":"confirms","publisher":"테크월드뉴스","publisher_en":"TechWorld","kind":"news","lang":"ko","published_at":"2025-03-01","url":"https://www.epnc.co.kr/news/articleView.html?idxno=223429","title":"티씨케이, SiC 산업 전통 강자","title_en":"TCK, a SiC stalwart","excerpt":"램리서치에 SiC 포커스링·소모품 공급.","excerpt_en":"Supplies SiC focus rings and consumables to 램리서치."},{"stance":"confirms","publisher":"디일렉","publisher_en":"THE ELEC","kind":"news","lang":"ko","published_at":"2024-06-01","url":"https://www.thelec.kr/news/articleView.html?idxno=11503","title":"티씨케이 SiC링 50% 증산","title_en":"TCK expands SiC rings 50%","excerpt":"램리서치에 SiC 포커스링·소모품 공급.","excerpt_en":"Supplies SiC focus rings and consumables to 램리서치."}]},{"direction":"cost","counterparty":"원재료·소재 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"SiC 포커스링·소모품 제조용 원재료·소재 매입(비공개).","note_en":"Raw materials for SiC focus rings and consumables (undisclosed).","sources":[{"stance":"confirms","publisher":"테크월드뉴스","publisher_en":"TechWorld","kind":"news","lang":"ko","published_at":"2025-03-01","url":"https://www.epnc.co.kr/news/articleView.html?idxno=223429","title":"티씨케이, SiC 산업 전통 강자","title_en":"TCK, a SiC stalwart","excerpt":"SiC 포커스링·소모품 제조용 원재료·소재 매입(비공개).","excerpt_en":"Raw materials for SiC focus rings and consumables (undisclosed)."}]},{"direction":"cost","counterparty":"설비·R&D (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"생산 설비·연구개발 투자(비공개).","note_en":"Production equipment and R&D (undisclosed).","sources":[{"stance":"confirms","publisher":"테크월드뉴스","publisher_en":"TechWorld","kind":"news","lang":"ko","published_at":"2025-03-01","url":"https://www.epnc.co.kr/news/articleView.html?idxno=223429","title":"티씨케이, SiC 산업 전통 강자","title_en":"TCK, a SiC stalwart","excerpt":"생산 설비·연구개발 투자(비공개).","excerpt_en":"Production equipment and R&D (undisclosed)."}]}]}