Strategic Intelligence Report
Generated July 30, 2026
Semiconductor Manufacturing
Sumco Corporation
Strategic importance is our editorial rating of how central this entity is to the technology landscape we track; confidence reflects how well-sourced and current the underlying evidence is.
0
Chokepoint Score
no direct dependencies recorded in the graph
Headquarters
Tokyo, Japan
Website
Employees
10,803 (FY2025 annual report)
Founded
1999
Listing
3436 · Tokyo Stock Exchange
Market Cap
JPY 1.03T
Revenue (TTM)
JPY 408.60B
Price
JPY2,948.5 (-21.25%)
Market data as of Jul 29, 2026, 11:25 AM · Source: Yahoo Finance (delayed). Not investment advice.
Overview
A major Japanese silicon wafer manufacturer, alongside GlobalWafers one of the primary global suppliers of the raw silicon substrate underlying all modern chip manufacturing. SUMCO shelved a planned greenfield wafer plant in Saga, Japan to prioritize AI-grade output, as leading-edge 300mm wafers for AI logic and high-bandwidth memory now make up roughly 20% and rising of its 300mm revenue and remain supply-constrained, even as Q1 2026 sales of ¥101.4 billion came with an operating loss of ¥5.2 billion amid continued weakness in smaller wafer sizes.
Dependency Map
One hop in each direction — see Strategic Connections below for the full, sourced breakdown of every relationship.
Strategic Connections
Supply Chain
- Taiwan Semiconductor Manufacturing Company: SUMCO is a major supplier of silicon wafers to leading semiconductor foundries including TSMC.
Competition / Other
- GlobalWafers: Sumco competes directly with GlobalWafers as one of the world's largest silicon wafer manufacturers.
Strategic Risks
- Cyclical wafer pricing tied to broader semiconductor demand
Future Outlook
- Benefiting from rising overall wafer start volumes driven by AI chip demand
Sources
- PrivateMarketsNews / TrendForce (Apr 2026) — SUMCO prioritizes AI-grade wafer output as leading-edge 300mm demand tightens
- Investing.com (Q1 2026 earnings call transcript) (May 2026) — SUMCO posts Q1 2026 operating loss as AI-related 300mm demand offsets weak mature-node sales
Generated by InsightNodes — Technology Intelligence Platform. This report reflects sourced, evidence-backed information as of the dates cited above and is not investment advice.
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