Shin-Etsu Chemical

4063.TTSEVerified

¥5,062-3.47%

Materials & Substrates

Japan

Japan's largest chemical company and global leader in semiconductor silicon (wafers), photomask substrates, and polyvinyl chloride. Critical upstream supplier.

Tokyo, Japan

Founded 1926

Website

30-Day Price History

Suppliers

(0)

No supplier relationships mapped yet.

Customers

(4)

TSMC

Silicon wafers

Samsung Foundry

Silicon wafers

Texas Instruments

Related Bottlenecks

300mm Silicon Wafers

The 300mm wafer market has largely stabilized following 2023-2024 inventory adjustments. Supply remains concentrated among five major players, led by Shin-Etsu and SUMCO. While structural capacity for high-end epitaxial wafers used in AI and advanced logic remains tight, general availability has improved. Long-term agreements (LTAs) ensure stability, though the industry remains sensitive to long lead times (2-3 years) for future greenfield capacity expansions. Severity: 2/5.

Source

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