{"slug":"trumpf","name":"TRUMPF","name_en":"TRUMPF","ticker":null,"updated_at":"2026-06-21T16:04:37.995842+00:00","canonical":"https://valuechain.wiki/trumpf","kicker":"EUV 광원용 CO2 레이저 독점","kicker_en":"Sole EUV CO2 laser supplier","lead":"ASML EUV 광원(LPP)의 고출력 CO2 레이저를 사실상 독점 공급. 주석 droplet에 레이저를 쏴 13.5nm EUV 플라스마를 만든다. ASML이 자이스와 함께 TRUMPF에도 직접 투자했고, 2025년 차세대 고에너지 EUV 레이저로 ASML 공급상(기술부문) 수상. 본업은 산업용 레이저·공작기계. 비상장(독일).","lead_en":"The de-facto sole supplier of the high-power CO2 laser for ASML EUV light sources (LPP), firing at tin droplets to create 13.5nm EUV plasma. ASML invested directly in TRUMPF (as it did in Zeiss); in 2025 TRUMPF won ASML’s Supplier Award (Technology) for a next-gen high-energy EUV laser. Its core business is industrial lasers and machine tools. Private (Germany).","segments":{"parts":[{"name":"EUV CO2 레이저"},{"name":"산업용 레이저·공작기계"}],"total":"EUV 광원 레이저 독점 + 산업 레이저","private":true,"concentration":"ASML이 EUV 레이저 단독 고객, 직접 투자."},"segments_en":{"parts":[{"name":"EUV CO2 laser"},{"name":"Industrial lasers/machine tools"}],"total":"Sole EUV-source laser + industrial lasers","private":true,"concentration":"ASML is sole EUV-laser customer and direct 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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":"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":"asml","name":"ASML","name_en":"ASML","tier":1,"returns_yearly":{"2021":64.1,"2022":-30.5,"2023":39.9,"2024":-7.7,"2025":55.8,"2026":81}}],"benefiting":[],"analysis":"TRUMPF는 자이스(광학)와 함께 EUV 공급망의 또 다른 최상류 병목이다. EUV 광원(LPP)에 쓰는 고출력 CO2 레이저를 만들 수 있는 곳은 사실상 TRUMPF뿐이고, ASML이 직접 투자로 묶어두었다. 비상장이라 주가 검증은 불가하나, 자이스와 마찬가지로 ASML EUV가 곧 이 회사에 의존한다는 구조가 대체 불가능성을 보여준다.","analysis_en":"TRUMPF, with Zeiss (optics), is the other apex chokepoint of the EUV supply chain. It is effectively the only maker of the high-power CO2 laser used in the EUV light source (LPP), and ASML has locked it in with a direct investment. It is private, so no stock-price validation is possible, but like Zeiss, the fact that ASML EUV depends on it shows how irreplaceable it is.","analysis_asof":null},"edges":[{"direction":"revenue","counterparty":"ASML","counterparty_slug":"asml","confidence":"high","metric":null,"note":"ASML EUV 광원용 고출력 CO2 레이저 독점 공급.","note_en":"Sole supplier of high-power CO2 laser for ASML EUV light source.","sources":[{"stance":"confirms","publisher":"TRUMPF","publisher_en":"TRUMPF","kind":"news","lang":"en","published_at":"2025-10-01","url":"https://www.trumpf.com/en_IN/newsroom/global-press-releases/press-release-detail-page/release/asml-honors-trumpf-for-new-euv-laser-9838/","title":"ASML, TRUMPF 신형 EUV 레이저로 공급상 수상","title_en":"ASML honors TRUMPF for new EUV laser","excerpt":"TRUMPF CO2 레이저가 주석에 조사돼 13.5nm EUV 플라스마 생성.","excerpt_en":"TRUMPF CO2 laser fires at tin to create 13.5nm EUV plasma."},{"stance":"confirms","publisher":"TRUMPF","publisher_en":"TRUMPF","kind":"ir","lang":"en","published_at":"2025-01-01","url":"https://www.trumpf.com/en_US/solutions/applications/euv-lithography/","title":"TRUMPF EUV 광 생성(CO2 레이저)","title_en":"TRUMPF EUV radiation generation (CO2 laser)","excerpt":"TRUMPF CO2 레이저가 주석에 조사돼 13.5nm EUV 플라스마 생성.","excerpt_en":"TRUMPF CO2 laser fires at tin to create 13.5nm EUV plasma."},{"stance":"confirms","publisher":"바이라인네트워크","publisher_en":"Byline Network","kind":"news","lang":"ko","published_at":"2022-08-03","url":"https://byline.network/2022/08/03-78/","title":"슈퍼 을 ASML EUV 뒤에는 자이스·트럼프","title_en":"Behind ASML EUV stand Zeiss and TRUMPF","excerpt":"ASML이 EUV 핵심 파트너로 자이스와 트럼프에 직접 투자.","excerpt_en":"ASML invested directly in Zeiss and TRUMPF as key EUV partners."}]},{"direction":"revenue","counterparty":"산업용 레이저·공작기계 고객 (비공개)","counterparty_slug":null,"confidence":"mid","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"본업인 산업용 레이저·판금 공작기계 매출(비공개).","note_en":"Core industrial-laser and sheet-metal machine-tool revenue.","sources":[{"stance":"confirms","publisher":"산업일보","publisher_en":"Kidd","kind":"news","lang":"ko","published_at":"2024-01-01","url":"https://kidd.co.kr/news/244981","title":"한국트럼프, 초정밀 레이저로 반도체 제조 혁신","title_en":"TRUMPF Korea targets chip-making with precision lasers","excerpt":"TRUMPF 본업은 산업용 레이저·공작기계.","excerpt_en":"TRUMPF’s core business is industrial lasers and machine tools."}]},{"direction":"cost","counterparty":"광학·정밀부품 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"레이저용 광학·정밀부품(비공개).","note_en":"Laser optics and precision parts (undisclosed).","sources":[{"stance":"confirms","publisher":"TRUMPF","publisher_en":"TRUMPF","kind":"ir","lang":"en","published_at":"2025-01-01","url":"https://www.trumpf.com/en_US/solutions/applications/euv-lithography/","title":"TRUMPF EUV 광 생성(CO2 레이저)","title_en":"TRUMPF EUV radiation generation (CO2 laser)","excerpt":"고출력 레이저 광학·정밀부품 조달.","excerpt_en":"Sources high-power-laser optics and precision parts."}]},{"direction":"cost","counterparty":"R&D·엔지니어 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"EUV·고출력 레이저 R&D 인력(비공개).","note_en":"EUV/high-power-laser R&D staff.","sources":[{"stance":"confirms","publisher":"TRUMPF","publisher_en":"TRUMPF","kind":"news","lang":"en","published_at":"2025-10-01","url":"https://www.trumpf.com/en_IN/newsroom/global-press-releases/press-release-detail-page/release/asml-honors-trumpf-for-new-euv-laser-9838/","title":"ASML, TRUMPF 신형 EUV 레이저로 공급상 수상","title_en":"ASML honors TRUMPF for new EUV laser","excerpt":"차세대 EUV 고에너지 레이저 개발.","excerpt_en":"Develops next-gen high-energy EUV laser."}]}]}