The Frontier Leaders · AI Infra 100 · Shin-Etsu Chemical

Shin-Etsu Chemical

Tokyo, Tokyo, Japan · AI Core · Semiconductor equipment, materials & critical inputs / Wafers, chemicals & gases · shinetsu.co.jp

Shin-Etsu Chemical manufactures semiconductor silicon wafers and a broad range of semiconductor chemicals and materials, including photoresists and related process materials used in chip fabrication.

Positioning

The largest silicon-wafer and photoresist supplier in the world; its statement that supply requests exceed capacity for many items is the wafer-layer bottleneck signal.

Latest signals

  • Shin-Etsu Chemical beat earnings expectations.Simply Wall St
  • SK hynix held its first Japan Partners Day to strengthen semiconductor technology and supply-chain cooperation.ZDNet Korea
  • Shin-Etsu Chemical reported that its electronic-materials operations are running at full capacity.finance.biggo.com
  • Shin-Etsu Chemical posted record quarterly operating profit of ¥212.1 billion.BigGo
  • Shin-Etsu Chemical shares rallied on October 28, 2026.Investing.com Canada

11 signals name Shin-Etsu Chemical. Members see all of them, filtered by topic, source and date.

Facts, with sources

  • Q1 (Apr-Jun 2026) net sales rose 5.4% to JPY 662.4bn and operating income 4.2% to JPY 173.8bn, citing strong AI-related semiconductor materials demand; capex JPY 91.7bn.Revenue · quartr.com
  • Guided FY to March 2027 net sales of JPY 2.7tn and operating income of JPY 700bn, and set a share buyback of up to JPY 250bn by April 2027.Revenue · filingreader.com
  • JPY 662400000000Revenue · Shin-Etsu Q1 briefing via BigGo, Reuters
  • FY to March 2026 sales were JPY 2,573.97bn (+0.5%) and operating profit JPY 635.04bn (-14.4%); electronic materials was the only growing segment, +9% on AI demand.Revenue · dempa-digital.com

6 facts on file. Members see all of them with the source link.

Scores, AI Core (of 10)

Deployment10
Production8
Commercials10
Progress8
Technology8
Positioning10
Firepower10
Leverage8

Traction: deployment, production, commercials, progress. Capability: technology, positioning, firepower, leverage.

Peers in Wafers, chemicals & gases

78Resonac · 86

The segment's suppliers, constraints and risers, for members.

Questions this page answers

What does Shin-Etsu Chemical do?

Shin-Etsu Chemical manufactures semiconductor silicon wafers and a broad range of semiconductor chemicals and materials, including photoresists and related process materials used in chip fabrication. The largest silicon-wafer and photoresist supplier in the world; its statement that supply requests exceed capacity for many items is the wafer-layer bottleneck signal.

Where does Shin-Etsu Chemical rank in ai core?

Shin-Etsu Chemical ranks 48 of 100 on the AI Infra 100 (November 2026 edition) with a score of 90 out of 100, in Wafers, chemicals & gases (Semiconductor equipment, materials & critical inputs). Assessment by Frontier Tech Intelligence.

Who are Shin-Etsu Chemical's peers in Wafers, chemicals & gases?

Resonac (rank 78).

Where is Shin-Etsu Chemical based and when was it founded?

Shin-Etsu Chemical is based in Tokyo, Tokyo, Japan.

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