Nagase & Co.
Nagase & Co. is a niche in the Materials segment of the semiconductor & AI supply chain, headquartered in Japan. Its key suppliers include Texas Instruments, Analog Devices, STMicroelectronics. Its key customers include TSMC, Samsung Electronics, Intel.
Chemicals trading house and electronic-materials maker.
- Ticker
- TSE: 8012
- Headquarters
- Japan
- Revenue
- $1.8B (FY2026) · -69.2% YoY
- Net income
- $207M
- Operating margin
- 6.1%
- Market position
- niche
- Value-chain segment
- Photoresists & Chemicals, Distributors
- Key products
- photoresists (dry film / liquid / lift-off)
About Nagase & Co.
Nagase & Co., headquartered in Japan, operates in the Photoresists & Chemicals and Distributors segments of the semiconductor & AI supply chain and is positioned as a market niche there. Its key products include photoresists (dry film / liquid / lift-off). wafergraph maps 5 tracked suppliers and 12 tracked customers for Nagase & Co. across the value chain. It has a supply-chain criticality score of 50/100, with 235 companies downstream of it.
Role in the chain
Nagase & Co. is a market niche in Materials (Photoresists & Chemicals), headquartered in Japan. Chemicals trading house and electronic-materials maker.
Diligence questions
- The dataset records 5 tracked suppliers for Nagase & Co.. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
- 3 of Nagase & Co.'s tracked suppliers are a monopoly or leader (including Analog Devices, Infineon Technologies, Texas Instruments). Which of those are actually single-source for the process step you care about?
- The dataset names 12 tracked customers for Nagase & Co.. How concentrated is demand among those names, and which of them have a documented second source in this graph?
- Nagase & Co. 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?
- Nagase & Co. trades as TSE:8012. 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
- photoresists (dry film / liquid / lift-off)
Suppliers
Customers
- TSMC · relationship
- Samsung Electronics · relationship
- Intel · relationship
- SK hynix · relationship
- Micron Technology · relationship
- SMIC · relationship
- GlobalFoundries · relationship
- Hon Hai (Foxconn) · relationship
- Quanta Computer · relationship
- Wistron · relationship
- Jabil · relationship
- Celestica · relationship
More Materials companies
Compare with
Merck KGaA (EMD Electronics) · Shin-Etsu Chemical · Daikin Industries · FUJIFILM · Entegris · Resonac
Sources
Open the interactive supply-chain view →
Cite as: wafergraph, “Nagase & Co. — supply chain, financials & market position”, https://wafergraph.com/company/nagase (data as of 2026-09-05).
Track the chain
What moved in the semiconductor supply chain — This Week in the Chain, the free weekly wafergraph briefing.
Subscribe to the free weekly briefing →
Free · no login · 615 companies, updated weekly