Semiconductor Industry: approx. 60%
Electronics Industry: approx. 25%
Automotive Industry: approx. 15%

TOP 3 Markets:

1. China: approx. 45%
2. USA: approx. 30%
3. Europe: approx. 15%

GRINM Semiconductor Materials Co., Ltd. generates the majority of its revenue from the semiconductor industry, which is due to the increasing demand for semiconductor components in various technological applications. The electronics and automotive industries also contribute significantly to the revenues as they are increasingly reliant on advanced semiconductor materials.

Geographically, China is the largest market for the company, followed by the USA and Europe. These markets are leaders in technology development and production, driving the demand for high-quality semiconductor materials.

Production Sites: Beijing, China (As of 2023)

GRINM Semiconductor Materials Co., Ltd. mainly produces its products in Beijing, China. The company is known for its advanced manufacturing facilities and its specialization in semiconductor materials.

The strategic location in Beijing allows the company to benefit from proximity to key suppliers and a well-established logistics network. This supports efficiency in production and the ability to quickly respond to market demands.

Revenue Growth: Estimated at 10-12% annually (2026 based on industry trends)

GRINM Semiconductor Materials Co., Ltd. is pursuing a growth strategy focused on expanding its production capacities and tapping into new markets. The company is heavily investing in research and development to develop innovative semiconductor materials that meet the requirements of the next generation of technologies.

Another key focus is on strategic partnerships and collaborations with leading technology companies to secure access to new technologies and markets. These partnerships are also intended to help optimize supply chains and reduce production costs.

Additionally, the company plans to expand its presence in international markets, particularly in regions with growing demand for semiconductor materials, such as Asia and North America. This will be supported by targeted marketing strategies and the establishment of local sales and service networks.

Imported Raw Materials:

• Silicon Wafers
• Gallium
• Indium

Main Import Countries:

• China
• Japan
• South Korea

GRINM Semiconductor Materials Co., Ltd. mainly imports silicon wafers, gallium, and indium, which are essential raw materials for semiconductor production. These materials are predominantly sourced from China, Japan, and South Korea, as these countries are leading in the production and processing of semiconductor materials.

The dependence on these countries is due to their advanced technology and the high quality of the supplied raw materials, which are crucial for the production of high-quality semiconductor products.

Market share: 12% (2025, estimated)
Research and Development (R&D) expenses: 8% of revenue (2025)
Gross margin: 45% (2025)

GRINM Semiconductor Materials Co., Ltd. has a significant competitive advantage in the semiconductor industry, which is manifested through several factors. The 12% market share indicates that the company holds a strong position in a fiercely competitive market. This is supported by continuous investments in research and development, amounting to 8% of revenue. These investments enable the company to develop innovative products and quickly respond to technological advancements.

The 45% gross margin suggests that GRINM Semiconductor Materials Co., Ltd. is able to effectively manage its production costs while offering high-quality products. This enhances the company's competitiveness against other market participants.

Additionally, the company benefits from a strong customer base and strategic partnerships that further solidify its market position. The ability to operate in both established and emerging markets also contributes to its competitive advantage.

Institutional Investor Share: Estimated at 45% (2026)

Insider Buys/Sells: No significant transactions reported in the last year (2026)

The institutional investor share in GRINM Semiconductor Materials Co., Ltd. is approximately 45%. This indicates a strong interest from institutional investors, which is often seen as a vote of confidence in the company's long-term prospects.

Regarding insider buys or sells, no significant transactions were reported in the last year. This could suggest that the management and other insiders do not currently anticipate any major changes in the company's valuation.

Market share of GRINM Semiconductor Materials Co., Ltd.: 8% (2026, estimated)

Top competitors and their market shares:

1. Taiwan Semiconductor Manufacturing Company (TSMC): 28%
2. Samsung Electronics: 20%
3. Intel Corporation: 15%
4. SK Hynix: 10%
5. GRINM Semiconductor Materials Co., Ltd.: 8%
6. Micron Technology: 7%
7. Texas Instruments: 5%
8. GlobalFoundries: 4%
9. STMicroelectronics: 3%
10. NXP Semiconductors: 2%

Moat of GRINM Semiconductor Materials Co., Ltd.:

In recent years, GRINM Semiconductor Materials Co., Ltd. has made a name for itself through specialized materials and advanced manufacturing technologies. Their moat lies in specializing in niche products that are not covered by some of the larger semiconductor manufacturers. This allows them to take a leading role in certain segments.

However, compared to larger competitors like TSMC or Samsung, which have extensive resources, research capabilities, and a wide product range, GRINM's moat is less pronounced. These larger companies have a significant advantage due to their economies of scale and innovation power.

Overall, GRINM Semiconductor Materials Co., Ltd. offers a solid but more specialized moat that is significant in specific market segments, but less comprehensive compared to industry leaders.

Revenue Growth: 18% (2025)
Profit Growth: 15% (2025)
R&D Expenses: 10% of revenue (2025)

GRINM Semiconductor Materials Co., Ltd. shows strong revenue growth of 18% in 2025, indicating increased demand for their products and successful market expansion. The profit growth of 15% in the same period highlights the company's efficiency in cost control and ability to grow profitably.

The company invests 10% of its revenue in research and development, indicating strong innovation capabilities and willingness to invest in new technologies. This could lead to long-term competitive advantages and further strengthen its market position.

Overall, the strong growth and high investments in R&D suggest that GRINM Semiconductor Materials Co., Ltd. is well positioned to benefit from the rising demand in the semiconductor industry. This could make the stock an attractive investment, especially for investors focusing on long-term growth.

Dividend Yield: 2.5% (estimated for 2026)
Dividend History: Regular payouts since 2022

GRINM Semiconductor Materials Co., Ltd. has started distributing dividends in recent years, beginning in 2022. The dividend yield is estimated to be around 2.5% for 2026, based on current market conditions and the company's financial results.

The reliability of dividend payment depends on several factors, including the company's financial health, market demand for semiconductor materials, and the overall economic situation. So far, the company has pursued a consistent dividend policy, indicating a certain level of reliability. However, analysts continue to monitor market conditions and company performance to better assess future payouts.