Global #1 in silicon wafers (~30% share) and PVC, both markets tightening as semiconductor capex booms and US housing recovers. Photoresist business directly benefits from EUV ramp at TSMC/Samsung/Intel. Balance sheet is fortress-grade with net cash and consistently buying back stock.
Thesis reviewed May 29, 2026
Shin-Etsu Chemical Co Ltd is headquartered in Japan, which is currently showing moderate signals.
π―π΅Japan48NEUTRALView Japan risk detail βπ§±Materials18WATCH| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| NUE | Nucor Corporation | 24 | +11% | β7% | EARLY |
| SHW | The Sherwin-Williams Company | 24 | +2% | β7% | NEUTRAL |
| DOW | Dow Inc. | 24 | +1% | β7% | NEUTRAL |
| ECL | Ecolab Inc. | 24 | +2% | β7% | NEUTRAL |
| DD | DuPont de Nemours, Inc. | 24 | +6% | β7% | EARLY |
| PPG | PPG Industries, Inc. | 24 | +1% | β7% | NEUTRAL |
| LIN | Linde plc | 24 | +10% | β7% | EARLY |
Investors who hold SHECY may also have indirect exposure through these country funds.
Shin-Etsu raises 300mm wafer prices 8% on tight supply through 2027
PVC demand recovery confirmed by US housing starts hitting 1.5M annualized
EUV photoresist share gain confirmed at Samsung 2nm node
Estimates Β· Yahoo Finance Β· Not audited figures