# Tokyo Ohka Kogyo (4186.T)
> EUV 포토레지스트 세계 점유율 25%로 1위. 삼성 메모리·SK하이닉스·TSMC·인텔에 공급. 장비사업을 접고 전용 레지스트로 선두 굳히는 중.
Canonical: https://valuechain.wiki/tokyo-ohka · Updated: 2026-06-21T12:41:00.42346+00:00 · Source: ValueChain.wiki (refined facts, cited)

## Financials & segments
- 총매출: EUV 포토레지스트 세계 1위
- 사업부문: EUV 포토레지스트 세계 1위

## Annual stock return (as of 2026-06-19)
- 2021: -2.7%
- 2022: -3%
- 2023: +63.8%
- 2024: +4.3%
- 2025: +111.5%
- 2026 YTD: +52.9%

## Value-chain annual returns (top→bottom: demand → node → supply; YTD as of 2026-06-19)
| Company | Chain | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
| --- | --- | --- | --- | --- | --- | --- | --- |
| SK하이닉스 | lead3 | -0.4% | -25.6% | +53.9% | +48.6% | +361.1% | +204.7% |
| 삼성전자 | lead3 | -9% | -14.2% | +20.9% | -26.4% | +212.9% | +121% |
| CoreWeave | lead3 | · | · | · | · | · | +64.7% |
| Arista Networks | lead3 | +97.9% | -15.6% | +94.1% | +87.7% | +18.5% | +29.5% |
| Foxconn | lead3 | -5.1% | +2.8% | +7.8% | +80.1% | +26.9% | +21.8% |
| 알파벳 (구글) | lead3 | +65.3% | -39.1% | +58.3% | +35.8% | +66.1% | +17.8% |
| 아마존 | lead3 | +2.4% | -49.6% | +80.9% | +44.4% | +5.2% | +5.9% |
| Super Micro | lead3 | +38.8% | +86.8% | +246.2% | +7.2% | -4% | +4.7% |
| 메타 플랫폼스 | lead3 | +23.1% | -64.2% | +194.1% | +65.9% | +13.1% | -12.3% |
| 마이크로소프트 | lead3 | +52.5% | -28% | +58.2% | +12.9% | +15.6% | -21.2% |
| Marvell | lead2 | +84.9% | -57.5% | +63.7% | +83.8% | -22.8% | +265.9% |
| Intel | lead2 | +6.1% | -46.6% | +94.6% | -59.6% | +84% | +263.1% |
| 미디어텍 | lead2 | +27.8% | -26.6% | +49% | +59.1% | +25.1% | +154.3% |
| AMD | lead2 | +56.9% | -55% | +127.6% | -18.1% | +77.3% | +150.9% |
| Astera Labs | lead2 | · | · | · | · | +25.6% | +150.7% |
| 크레도 | lead2 | · | · | +46.3% | +245.2% | +114.1% | +88.9% |
| Global Unichip | lead2 | +21.4% | +67.6% | +99.4% | -13.7% | +101.4% | +86.3% |
| 르네사스 | lead2 | +8.2% | +2.4% | +88% | -13.6% | +23.8% | +83.8% |
| NXP반도체 | lead2 | +44.8% | -29.4% | +48.4% | -8% | +6.4% | +45.7% |
| 알칩 | lead2 | +14.3% | -8.7% | +365.1% | -18.9% | +0.8% | +40.2% |
| Qualcomm | lead2 | +22.3% | -38.4% | +35.1% | +7.7% | +13.9% | +34.2% |
| Broadcom | lead2 | +56.8% | -13.4% | +104.9% | +110.9% | +50.7% | +19.3% |
| NVIDIA | lead2 | +125.5% | -50.3% | +239% | +171.3% | +38.9% | +13.1% |
| Apple | lead2 | +34.6% | -26.4% | +49% | +30.7% | +9.1% | +9.8% |
| 소니 반도체 | lead2 | +27.2% | -8.4% | +27.8% | +17.9% | +1% | -8.7% |
| TSMC | lead1 | +12.1% | -36.8% | +42.5% | +92.9% | +56% | +53.3% |
| Tokyo Ohka Kogyo | node | -2.7% | -3% | +63.8% | +4.3% | +111.5% | +52.9% |

## Money in · revenue from (4)
### 삼성전자 (high)  → /samsung-electronics.md
- metric: 점유율 25 · 2024 · EUV 포토레지스트 세계 점유율
- note: 삼성전자에 EUV 포토레지스트 공급.
- [confirms] EDINET/회사 IR (JA, filing, published 2025-06-25) https://www.tok.co.jp/ir/library/: "有価証券報告書: 매출·고객·사업."
- [confirms] 재팬코리아데일리 (KO, news, published 2025-06-01) https://www.jk-daily.co.kr/news/articleView.html?idxno=34917: "삼성전자에 EUV 포토레지스트 공급."
- [confirms] 도쿄오카공업 (EN, ir, published 2025-05-01) https://www.tok.co.jp/eng/ir: "삼성전자에 EUV 포토레지스트 공급."

### SK하이닉스 (high)  → /sk-hynix.md
- note: SK하이닉스에 EUV 포토레지스트 공급.
- [confirms] 재팬코리아데일리 (KO, news, published 2025-06-01) https://www.jk-daily.co.kr/news/articleView.html?idxno=34917: "SK하이닉스에 EUV 포토레지스트 공급."
- [confirms] 도쿄오카공업 (EN, ir, published 2025-05-01) https://www.tok.co.jp/eng/ir: "SK하이닉스에 EUV 포토레지스트 공급."

### TSMC (mid)  → /tsmc.md
- note: TSMC에 EUV 포토레지스트 공급.
- [confirms] 재팬코리아데일리 (KO, news, published 2025-06-01) https://www.jk-daily.co.kr/news/articleView.html?idxno=34917: "TSMC에 EUV 포토레지스트 공급."
- [confirms] 도쿄오카공업 (EN, ir, published 2025-05-01) https://www.tok.co.jp/eng/ir: "TSMC에 EUV 포토레지스트 공급."

### Intel (mid)  → /intel.md
- note: Intel에 EUV 포토레지스트 공급.
- [confirms] 재팬코리아데일리 (KO, news, published 2025-06-01) https://www.jk-daily.co.kr/news/articleView.html?idxno=34917: "Intel에 EUV 포토레지스트 공급."
- [confirms] 도쿄오카공업 (EN, ir, published 2025-05-01) https://www.tok.co.jp/eng/ir: "Intel에 EUV 포토레지스트 공급."

## Money out · pays to (2)
### 설비·인프라 (비공개) (low)
- note: 생산 설비·인프라 투자(비공개).
- [confirms] 도쿄오카공업 (EN, ir, published 2025-05-01) https://www.tok.co.jp/eng/ir: "생산 설비·인프라 투자(비공개)."

### 부품·소재·R&D (비공개) (low)
- note: EUV 포토레지스트 제조용 부품·소재·R&D(비공개).
- [confirms] 도쿄오카공업 (EN, ir, published 2025-05-01) https://www.tok.co.jp/eng/ir: "EUV 포토레지스트 제조용 부품·소재·R&D(비공개)."

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_Generated for LLM/agent consumption. Each edge lists stance (confirms/mentions/contradicts), source publisher, language, date, and excerpt for verification._