AGC Inc.
AGC Inc. is a major in the Materials segment of the semiconductor & AI supply chain, headquartered in Japan. Its key customers include Carl Zeiss SMT, TSMC, Samsung Electronics.
Glass and chemicals maker; leading EUV photomask blanks and fluorinated gases.
- Ticker
- TSE: 5201
- Headquarters
- Japan
- Revenue
- $4.1B (FY2025) · -68.4% YoY
- Net income
- $433M
- Operating margin
- 4.3%
- Market position
- major
- Value-chain segment
- Photomasks & Mask Blanks, Specialty Gases
- Key products
- EUV photomask blanks (EUVMB), Fluorinated specialty gases (NF3, WF6, F2), Optical glass and OLED substrates, Fluoropolymer membranes
About AGC Inc.
AGC Inc., headquartered in Japan, operates in the Photomasks & Mask Blanks and Specialty Gases segments of the semiconductor & AI supply chain and is positioned as a market major there. Its key products include EUV photomask blanks (EUVMB), Fluorinated specialty gases (NF3, WF6, F2), Optical glass and OLED substrates, Fluoropolymer membranes. wafergraph maps 8 tracked customers for AGC Inc. across the value chain. It has a supply-chain criticality score of 70/100, with 246 companies downstream of it.
Role in the chain
AGC Inc. is a market major in Materials (Photomasks & Mask Blanks), headquartered in Japan. Glass and chemicals maker; leading EUV photomask blanks and fluorinated gases.
Diligence questions
- The dataset names 8 tracked customers for AGC Inc.. How concentrated is demand among those names, and which of them have a documented second source in this graph?
- AGC Inc. is headquartered in Japan. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
- AGC Inc. trades as TSE:5201. What does the latest reported period say about capacity and backlog versus the graph position above?
- Before treating any edge as a verified relationship, check the provenance labels on the company page and the method note at /methodology.
Key products
- EUV photomask blanks (EUVMB)
- Fluorinated specialty gases (NF3, WF6, F2)
- Optical glass and OLED substrates
- Fluoropolymer membranes
Customers
More Materials companies
Compare with
Linde · Air Liquide · Merck KGaA (EMD Electronics) · Air Products · HOYA · Daikin Industries
Sources
Open the interactive supply-chain view →
Cite as: wafergraph, “AGC Inc. — supply chain, financials & market position”, https://wafergraph.com/company/agc (data as of 2026-09-05).
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