What Shin-Etsu makes for data centers
public · HQ Tokyo, JP · shinetsu.co.jp/en
Shin-Etsu Chemical grows and supplies the silicon wafers on which advanced chips are fabricated, and makes silicone-based thermal interface materials — greases, phase-change materials, pads and gap fillers — that carry heat from packages to heatsinks and cold plates. It also produces photoresists and other fab materials.
Listing
Snapshot 2026-08-28T02:17:39Z — nightly, not real-time. · Chart on TradingView ↗
Exposure
4 parts across 2 layers
No disclosed data-center revenue share on file.
Parts, by layer
Layer 1 — Compute silicon & packaging
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Silicon wafers | manufacturer | inferred | GlobalWafers, SUMCO, Siltronic, SK Siltron | |
| Chip-level thermal: lids, heat spreaders, TIMs | manufacturer | inferred | Dow, Henkel, Honeywell, Jentech, Boyd, Fujipoly | |
| Photoresist | manufacturer | inferred | DuPont, Fujifilm, Tokyo Ohka, JSR |
Layer 10 — Materials & upstream inputs
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Rare earths & permanent magnets | manufacturer | inferred | Arafura, Energy Fuels, Iluka, JL Mag, Lynas, MP Materials |
Verification: enriched, last verified 2026-08-27. Sources: www.shinetsu.co.jp · www.shinetsu.co.jp.· Markdown · JSON