Company Directory
TSE-listed companies covered by Japan Earnings Insights — organized by sector and supply chain position.
Semiconductor Supply Chain 40 companies
Japan's semiconductor supply chain runs deeper than most investors realize — hidden champions and overlooked specialists sit alongside the names everyone knows. Worth a closer look.
Manufacturing Equipment
Japan world share: ~30%Capital equipment used in semiconductor fabrication. Divided into front-end (wafer processing) and back-end (packaging, test). Japan holds roughly 30% of global equipment revenue, led by TEL, Lasertec, and Disco. ASML (Netherlands) dominates lithography; US firms dominate etch and deposition.
| TSE | Company | Sub-category | World Share | Coverage |
|---|---|---|---|---|
| 8035 | Tokyo Electron Ltd. (TEL) | etching cvd | Company Page | |
| 6857 | Advantest Corporation | test equipment | Company Page | |
| 6920 | Lasertec Corporation | inspection metrology | Company Page | |
| 6146 | Disco Corporation | dicing packaging equipment | Company Page | |
| 7731 | Nikon Corporation | lithography | Company Page | |
| 6315 | TOWA Corporation | dicing packaging equipment | Company Page | |
| 6728 | ULVAC, Inc. | etching cvd | Company Page |
Semiconductor Materials
Japan world share: ~55%Consumable and process materials used in chip fabrication. Japan controls roughly 50-70% of several critical material markets — silicon wafers, photoresists, specialty gases, and CMP slurries. A supply disruption from Japan would halt global chip production within weeks.
| TSE | Company | Sub-category | World Share | Coverage |
|---|---|---|---|---|
| 4063 | Shin-Etsu Chemical Co., Ltd. | silicon wafer | No page yet | |
| 3436 | SUMCO Corporation | silicon wafer | No page yet | |
| 4186 | Tokyo Ohka Kogyo Co., Ltd. (TOK) | photoresist | No page yet | |
| 4062 | Ibiden Co., Ltd. | package substrate | Company Page | |
| 6967 | Shinko Electric Industries Co., Ltd. | package substrate | No page yet | |
| 6971 | Kyocera Corporation | ceramic insulator | No page yet | |
| 5214 | Niterra Co., Ltd. | ceramic insulator | No page yet | |
| 5333 | NGK Insulators, Ltd. | ceramic insulator | No page yet | |
| 5741 | Resonac Holdings Corporation | specialty chemical | No page yet | |
| 4091 | Nippon Sanso Holdings Corporation | specialty gas | No page yet | |
| 4205 | Zeon Corporation | specialty chemical | No page yet | |
| 4182 | Mitsubishi Gas Chemical Company, Inc. | specialty chemical | No page yet | |
| 4901 | Fujifilm Holdings Corporation | photoresist | No page yet | |
| 3402 | Toray Industries, Inc. | film tape | No page yet | |
| 7911 | TOPPAN Holdings Inc. | package substrate | Company Page | |
| 4971 | MEC Co., Ltd. | specialty chemical | Company Page |
Semiconductor Devices
Japan world share: ~10%Japan once led global semiconductor production but ceded ground to Korea, Taiwan, and the US through the 1990s-2000s. Japan remains strong in analog, power, and automotive chips. Renesas is the world's #1 automotive MCU supplier. The government-backed Rapidus project aims to revive leading-edge logic manufacturing by 2027.
| TSE | Company | Sub-category | World Share | Coverage |
|---|---|---|---|---|
| 6723 | Renesas Electronics Corporation | automotive mcu | Company Page | |
| 6526 | Socionext Inc. | logic soc | No page yet | |
| 9348 | ispace, Inc. | logic soc | No page yet |
Power Semiconductors
Japan world share: ~25%Devices that control electrical power — MOSFETs, IGBTs, SiC, GaN. Critical for EVs, renewable energy inverters, and industrial motors. Japan is strong here: Mitsubishi Electric, Fuji Electric, Rohm, and Shindengen are major global suppliers. SiC (silicon carbide) demand is surging due to EV adoption.
| TSE | Company | Sub-category | World Share | Coverage |
|---|---|---|---|---|
| 6963 | Rohm Co., Ltd. | sic gan | No page yet | |
| 6504 | Fuji Electric Co., Ltd. | igbt mosfet | No page yet | |
| 6844 | Shindengen Electric Manufacturing Co., Ltd. | power module | No page yet |
Electronic Components
Japan world share: ~35%Passive and active components embedded in all electronics. Japan dominates globally: Murata controls ~40% of global MLCC (capacitor) supply; TDK leads in magnetic components. These components are in every smartphone, EV, and server.
| TSE | Company | Sub-category | World Share | Coverage |
|---|---|---|---|---|
| 6762 | TDK Corporation | magnetic components | No page yet | |
| 6981 | Murata Manufacturing Co., Ltd. | mlcc capacitor | No page yet | |
| 6770 | Alps Alpine Co., Ltd. | connector switch | No page yet |
Critical Minerals & Metals
Japan world share: ~5%The foundation of the entire semiconductor and EV supply chain. Japan has almost no domestic mineral resources but has built sophisticated refining and processing capabilities. Key concerns: China controls ~60% of rare earth mining and ~90% of rare earth processing. Japan's strategic mineral stockpiles and overseas mine investments (Sumitomo Metal Mining, Toyota Tsusho) are critical national security assets.
| TSE | Company | Sub-category | World Share | Coverage |
|---|---|---|---|---|
| 5713 | Sumitomo Metal Mining Co., Ltd. | critical minerals | No page yet | |
| 5714 | DOWA Holdings Co., Ltd. | precious metals | No page yet | |
| 5706 | Mitsubishi Materials Corporation | specialty metals | No page yet | |
| 5707 | Toho Titanium Co., Ltd. | specialty metals | No page yet |
Trading & Distribution
Semiconductor and component trading companies that bridge manufacturers and OEMs. Japanese electronics trading companies (sogo shosha) also invest in overseas mines (rare earth, cobalt, lithium) as strategic assets. Key players: Tomen Devices, Ryoyo Electro, Marubun, and divisions of Mitsubishi Corp / Toyota Tsusho.
| TSE | Company | Sub-category | World Share | Coverage |
|---|---|---|---|---|
| 8015 | Toyota Tsusho Corporation | mineral resource trading | No page yet | |
| 4443 | Sansan, Inc. | semiconductor trading | Company Page | |
| 2737 | Tomen Devices Corporation | semiconductor trading | Company Page | |
| 8068 | Ryoyo Electro Corporation | semiconductor trading | No page yet |
US-JOINT
Japan-U.S. Advanced Semiconductor Packaging Consortium Founded 2026-04-20US-JOINTは、レゾナックが主体となり日米12社で構成する先端半導体パッケージ専門のコンソーシアム。2026年4月20日（現地時間）、米カリフォルニア州ユニオンシティにR&D拠点を開設し、オープニングセレモニーを開催。ハイパースケーラーが集積するシリコンバレーで共同開発を行うことで、概念実証（PoC）期間を最大約6カ月から最短1カ月程度に短縮することを目指す。先端パッケージングに特化した米国初のコンソーシアム。
Goal: Compress PoC cycle from ~6 months to ~1 month · Press Release →
| TSE | Company | Role in US-JOINT | World Share | Coverage |
|---|---|---|---|---|
| 5741 |
Resonac Holdings Corporation
レゾナックHD |
specialty chemical | No page yet | |
| 7911 |
TOPPAN Holdings Inc.
TOPPANホールディングス |
package substrate | Company Page | |
| 6315 |
TOWA Corporation
TOWA |
dicing packaging equipment | Company Page | |
| 4186 |
Tokyo Ohka Kogyo Co., Ltd. (TOK)
東京応化工業 |
photoresist | No page yet | |
| 6728 |
ULVAC, Inc.
アルバック |
etching cvd | Company Page | |
| 4971 |
MEC Co., Ltd.
メック |
specialty chemical | Company Page | |
| US | 3M | — | Non-TSE | |
| US | KLA Corporation | — | Non-TSE | |
| US | Kulicke & Soffa Industries | — | Non-TSE | |
| US | Moses Lake Industries | — | Non-TSE | |
| US | Azimuth Industrial | — | Non-TSE | |
| US | Namics Corporation (Fujifilm subsidiary) | — | Non-TSE |