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
$4.0B (FY2025) · -68.4% YoY
Net income
$422M
Operating margin
6.6%
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.

Key products

  • EUV photomask blanks (EUVMB)
  • Fluorinated specialty gases (NF3, WF6, F2)
  • Optical glass and OLED substrates
  • Fluoropolymer membranes

Customers

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Sources

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