4063.T Shin-Etsu Chemical
Silicon wafers and photoresists
Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.
4063.T · price with what management and the data said
Timeline: management commentary, data & earnings
8 events-
8
2026-07-24EarningsBeat / raise
Reported EPS 70.39 vs 67.7 expected (+4.0% surprise).
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7
2026-04-28EarningsMiss / cut
Reported EPS 48.57 vs 54.54 expected (-10.9% surprise).
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6
2026-01-27EarningsBeat / raise
Reported EPS 67.51 vs 64.22 expected (+5.1% surprise).
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5
2025-10-24EarningsBeat / raise
Reported EPS 70.13 vs 64.97 expected (+7.9% surprise).
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4
2025-07-23EarningsMiss / cut
Reported EPS 66.48 vs 68.54 expected (-3.0% surprise).
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3
2025-04-25EarningsMiss / cut
Reported EPS 51.76 vs 68.89 expected (-24.9% surprise).
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2
2025-01-28EarningsMiss / cut
Reported EPS 69.93 vs 75.76 expected (-7.7% surprise).
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1
2024-10-25EarningsBeat / raise
Reported EPS 75.62 vs 73.63 expected (+2.7% surprise).
Latest headlines
Auto-updated daily- Is Shin-Etsu Chemical (TSE:4063) Undervalued Based On Cash Flow?2026-10-24
- EV Magnet Market Forecasts Growth from $5.3B (2025) to $9.5B by 2030, Profiling TDK, Shin-Etsu Chemical, Proterial, Vacuumschmelze, Daido Steel & 22 Other Key Players2026-10-07
- Alnico Magnets Market 2026 Global Strategic Business Report: Capitalize on the $1.3 Billion 2030 Shift as Tariffs Rewire Supply Chains and China Surges 8.9%; Benchmark Arnold Magnetic Technologies, TDK, Shin-Etsu Chemical and VACUUMSCHMELZE to Secure Share2026-09-28
- Low Dielectric Materials Market Forecasts Growth from $3.10B (2025) to $4.29B by 2030, Profiling Daikin, DuPont, Shin-Etsu Chemical & Toray Industries2026-09-24
- Shin-Etsu Chemical Co Ltd: A Significant Move by Hennessy Japan Fund2026-06-25
- Shin-Etsu Buyback And Deep-Sea Rare Earths Reshape Investor Outlook2026-05-23
Earnings history
EPS vs expectations| Date | Expected EPS | Reported EPS | Surprise |
|---|---|---|---|
| 2026-07-24 | 67.7 | 70.39 | +4.0% |
| 2026-04-28 | 54.54 | 48.57 | −10.9% |
| 2026-01-27 | 64.22 | 67.51 | +5.1% |
| 2025-10-24 | 64.97 | 70.13 | +7.9% |
| 2025-07-23 | 68.54 | 66.48 | −3.0% |
| 2025-04-25 | 68.89 | 51.76 | −24.9% |
| 2025-01-28 | 75.76 | 69.93 | −7.7% |
| 2024-10-25 | 73.63 | 75.62 | +2.7% |
| 2024-07-26 | 64.63 | 72.21 | +11.7% |
| 2024-04-25 | 74.6 | 56.97 | −23.6% |
| 2024-01-26 | 69.88 | 52.79 | −24.4% |
| 2023-10-27 | 70.39 | 73.52 | +4.4% |
| 2023-07-26 | 69.16 | 76.13 | +10.1% |
| 2023-04-27 | 68.69 | 64.55 | −6.0% |
| 2023-01-26 | 87.28 | 92.1 | +5.5% |
| 2022-10-27 | 88.19 | 101.94 | +15.6% |
| 2022-07-27 | 74.01 | 89.26 | +20.6% |
| 2022-04-26 | 75.85 | 70.76 | −6.7% |
| 2022-01-27 | 65.41 | 63.67 | −2.7% |
| 2021-10-27 | 53.5 | 60.26 | +12.7% |
| 2021-07-27 | 44.05 | 46.07 | +4.6% |
| 2021-04-27 | 43.71 | 38.7 | −11.4% |
| 2021-01-27 | 40.06 | 35.16 | −12.2% |
| 2020-10-27 | 34.53 | 34.17 | −1.1% |
About Shin-Etsu Chemical
Website ↗Shin-Etsu Chemical Co., Ltd. provides infrastructure, electronics, and functional materials in Japan. The company operates through Electronic Materials; Living environment basic materials; Functional materials; and Processing, trading and technical services segments It offers polyvinyl chloride resin, caustic soda, methanol, chloromethanes, and polyvinyl alcohol; and semiconductor silicon, rare earth magnets, semiconductor encapsulating materials, LED packaging materials, photoresists, photomask blanks, and synthetic quartz products. The company also sells silicones, cellulose derivatives, silicon metal, synthetic pheromones, vinyl chloride-vinyl acetate copolymer, liquid fluoroelastomers, pellicles, and silicon anode material for lithium-ion batteries. In addition, it is involved in the processed plastics; export of technologies and plants; export and import of products; and engineering…
EUV is a single-vendor tool with a single-vendor optics chain. Mask inspection and photoresist are similarly concentrated in a handful of Japanese firms.
What would prove us wrong. Weakens if EUV orders fall for several quarters while leading-node announcements continue — capacity would be adequate.
Prime wafers and ultra-pure chemicals are concentrated, but capacity is ahead of non-AI demand. A latent rather than active constraint.
What would prove us wrong. Strengthens if 300mm wafer inventories normalise and long-term contract pricing turns up.
Who else supplies this
| Stock | Role | Last | 1D | 1M | YTD | Trend |
|---|---|---|---|---|---|---|
| ASML ASML Holding | Sole EUV lithography supplier | $1,599.8 | +1.78% | −8.3% | +50.2% | |
| 6920.T Lasertec | EUV mask blank and mask inspection | ¥37,580 | −1.21% | −5.5% | +27.3% | |
| 4186.T Tokyo Ohka Kogyo | Photoresists for EUV and advanced nodes | ¥7,541.0 | −2.51% | −9.0% | +30.4% | |
| 3436.T SUMCO | 300mm prime silicon wafers | ¥2,265.0 | −3.51% | −27.3% | +58.2% | |
| 6488.TWO GlobalWafers | Silicon wafers incl. US capacity | NT$826.0 | 0.00% | −11.3% | +104.2% | |
| ENTG Entegris | Ultra-pure chemicals, filtration and materials | $141.3 | +5.02% | −7.0% | +68.1% |
Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.