Shin-Etsu Chemical Co., Ltd. Website

Shin-Etsu Chemical Co., Ltd.

TSE-4063

Company Overview

Shin-Etsu Chemical Co., Ltd. engages in the polyvinyl chloride (PVC)/chlor-alkali, semiconductor silicon, silicones, electronics and functional materials, specialty chemicals, processing, and trading and specialized businesses worldwide. The company operates through Infrastructure Materials; Electronics Materials; Functional Materials; and Processing and Specialized Services segments. It offers PVC- framed windows; electric, hybrid, and fuel cell vehicles; wind power generators, air conditioners, aircrafts, industrial motors, semiconductor silicon used in semiconductors for robots; and cellulose derivative products. The company also offers pipes for water supply and sewerage systems; caustic soda; polyvinyl alcohol; photoresists photomasks blanks; encapsulant materials; rare earth magnets; silicon wafers, LED packaging materials, and synthetic quartz; pellicles; SOLBIN, a copolymer resin; anode material of batteries; and input devices, wafer cases, and wrapping films. The company was formerly known as Shin-Etsu Nitrogen Fertilizer Co., Ltd. and changed its name to Shin-Etsu Chemical Co., Ltd. in 1940. The company was incorporated in 1926 and is headquartered in Tokyo, Japan.

  • Name

    Shin-Etsu Chemical Co., Ltd.

  • CEO

    Yasuhiko Saitoh

  • Website

    www.shinetsu.co.jp

  • Sector

    Chemicals

  • Year Founded

    1926

Company Statistics

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Bulls Say

  • Shin-Etsu’s scale in PVC and silicon wafers confers cost advantages beyond the end products.

  • Switching costs are increasing as chipmakers need to start research earlier than before to maintain a three-year cadence in node advancement.

  • Demand for high-end semiconductors and electric vehicles helps Shin-Etsu promote its premium silicon and rare-magnet offerings.

Bears Say

  • Shin-Etsu’s integrated model may mask internal inefficiencies compared with pure-play chemical stocks.

  • China’s rise in chip self-sufficiency threatens Shin-Etsu’s one-stop-shop model for semiconductor materials.

  • The cost advantage of Shin-Etsu’s PVC business may be negated by tariffs, and the fact that other US suppliers have equal access to cheap natural gas.

Source: Morningstar Analysis - Dec 11, 2025
TSE:4063