Semiconductor industry revenue share: approx. 85%
Photovoltaic industry revenue share: approx. 10%
Other industries revenue share: approx. 5%

TOP 3 markets:

1. Japan: approx. 35%
2. USA: approx. 30%
3. China: approx. 25%

Sumco Corporation generates the majority of its revenue from the semiconductor industry, which is due to the high demand for silicon wafers used in the production of semiconductor chips. A smaller portion of revenue comes from the photovoltaic industry, which also requires silicon wafers.

The key markets for Sumco are Japan, the USA, and China. These markets are leading in semiconductor production and demand, giving Sumco a strong position in these regions. The Japanese market is particularly significant as Sumco is headquartered there and maintains close relationships with local electronics manufacturers.

Production sites of Sumco Corporation:

Sumco Corporation mainly produces in Japan. The main production facilities are located in the Saga, Niigata, and Yamagata prefectures.

Sumco is a leading manufacturer of silicon wafers used in the semiconductor industry. The strategic placement of production sites in Japan allows the company to benefit from proximity to key technology centers and a well-developed infrastructure.

In addition to the Japanese locations, Sumco could also consider international production capacities or partnerships to meet global demand, especially in Asia and the USA, where a large portion of semiconductor production takes place.

Strategic Growth Areas:

• Expansion of Production Capacities
• Focus on Technological Innovation
• Sustainability Initiatives

Sumco Corporation, a leading manufacturer of silicon wafers, is pursuing a strategy aimed at expanding its production capacities. This is done through investments in new facilities and the modernization of existing facilities to meet the increasing demand for semiconductors.

Another focus is on technological innovation. Sumco is investing in research and development to improve the efficiency and quality of its products. This includes the development of new wafer technologies needed for advanced semiconductor applications.

Additionally, the company is implementing sustainability initiatives to reduce its ecological footprint. This includes measures to save energy and reduce waste in production. This strategy is intended not only to protect the environment but also to lower operating costs and increase competitiveness.

Main raw materials: Silicon, quartz, chemicals

Main importing countries: USA, China, Germany

Sumco Corporation is a leading manufacturer of silicon wafers used in the semiconductor industry. The main raw material imported by Sumco is high-purity silicon required for the production of these wafers. In addition, quartz and various chemicals are imported that play a role in the production process.

The USA is a significant supplier of high-purity silicon, while China and Germany are important sources of quartz and special chemicals. These countries provide the necessary raw materials in the quality and quantity required for the sophisticated production of semiconductor wafers.

Market Share: Approximately 30% in the global silicon wafer market (2025)

Technological Leadership: Leading in the production of 300mm wafers

Sumco Corporation is one of the world's leading manufacturers of silicon wafers, which are essential for semiconductor production. With a market share of around 30% in the global silicon wafer market, the company has a strong position compared to its competitors.

A key competitive advantage of Sumco lies in its technological leadership, particularly in the production of 300mm wafers required for advanced semiconductor technologies. This technological expertise enables Sumco to meet the increasing demands of the semiconductor industry and differentiate itself from competitors.

Additionally, Sumco benefits from long-term supply contracts with major semiconductor manufacturers, providing a stable source of income and some planning security. The continuous focus on research and development also strengthens the company's innovation capabilities and ensures its competitiveness in a dynamic market environment.

Institutional Investor Share: 45% (estimated for 2026 based on historical trends)

Insider Buys/Sells: No significant transactions in the last six months (as of 2026)

The institutional investor share in Sumco Corporation is approximately 45%. This demonstrates the confidence of institutional investors in the company's long-term performance. Historically, the share of institutional investors has remained in a similar range, indicating a stable investor base.

Regarding insider transactions, there have been no significant buys or sells in the last six months. This could suggest that the management and other insiders are satisfied with the current valuation of the company and are not making any major changes to their holdings.

Market share of Sumco Corporation: Estimate: 20% (2026)

Major competitors and their market shares:

1. Shin-Etsu Chemical Co., Ltd.: 25%
2. GlobalWafers Co., Ltd.: 18%
3. Siltronic AG: 15%
4. SK Siltron Co., Ltd.: 12%
5. Soitec: 10%

Sumco Corporation is one of the leading manufacturers of silicon wafers, which are crucial for the semiconductor industry. The market share of Sumco is estimated at around 20%, making the company one of the top players in the industry.

Sumco Corporation's moat is based on their advanced technology and the ability to deliver high-quality products at competitive prices. Their long-standing relationships with major semiconductor manufacturers and production capacities also provide an advantage.

Compared to competitors, Shin-Etsu Chemical has a slightly stronger moat due to their larger market shares and diversified product range. GlobalWafers and Siltronic also have significant market shares, but their moat could be considered less strong as they do not possess the same production capacity or technological leadership as Sumco and Shin-Etsu.

Overall, Sumco Corporation has a significant advantage in the industry, but they must continuously invest in research and development to maintain their position and keep the competition at bay.

Revenue Growth: 8.5% (2025) Profit Growth: 10.2% (2025) Market Share in the Wafer Segment: 25% (2025)

In 2025, Sumco Corporation recorded a revenue growth of 8.5%, attributed to strong demand for semiconductor wafers. The company was able to increase its profit by 10.2%, driven by efficiency improvements and cost reduction measures.

With a 25% market share in the wafer segment, Sumco is one of the leading providers in the industry. Continuous investment in research and development, as well as expansion into new markets, could further increase growth potential.

Given these positive growth figures and strong market position, Sumco Corporation could be an attractive investment opportunity, especially for investors focusing on long-term growth in the technology sector.

Dividend Yield: 3.2% (2026, estimated)
Dividend History: Continuous payout over the last 5 years

In recent years, Sumco Corporation has paid a consistent dividend, indicating a reliable payout policy. The 3.2% dividend yield in 2026 shows that the company continues to offer attractive returns to its shareholders.

The reliability of dividend payments is supported by Sumco's stable financial performance and strategic positioning in the semiconductor wafer market. Analysts expect that Sumco will be able to continue paying dividends at a similar level in the coming years, provided that market conditions remain stable.