{"data":{"ticker":"SUOPY","slug":"sumco","name":"SUMCO","exchange":"OTC","sector":"Technology","headquarters":"Minato, Japan","ceo":"Jiro Ryuta","employees":9714,"website":"https://www.sumcosi.com","founded":"1999","layers":[{"slug":"raw-materials","name":"Raw Materials & Mining"}],"exposure":{"score":50,"tier":"Strategic","rationale":"SUMCO's pure play wafer exposure gives it direct leverage to the leading edge logic and HBM DRAM capacity being built for AI. The thesis depends on 300mm wafer demand and pricing, which swing with the whole semiconductor cycle."},"quote":{"price":28.19,"change24hPct":-0.74,"change7dPct":-3.26,"change30dPct":-39.78,"change1yPct":36.84,"high52w":66.86,"low52w":14.73,"marketCap":4929477120,"peRatio":null,"eps":-1.02,"volume24h":271667},"nextEarningsDate":null,"summary":"SUMCO is one of the world's two dominant pure play silicon wafer makers. It grows single crystal silicon ingots and processes them into polished and epitaxial wafers, which chipmakers buy as the starting material for every semiconductor they produce. Unlike diversified rivals, wafers are essentially its entire business.","explainer":["SUMCO is one of the world's two dominant pure play silicon wafer makers. It grows single crystal silicon ingots and processes them into polished and epitaxial wafers, which chipmakers buy as the starting material for every semiconductor they produce. Unlike diversified rivals, wafers are essentially its entire business.","Its 300mm wafers serve the leading edge logic and HBM DRAM production being expanded for AI, the strongest part of its order book, while 200mm and smaller wafers supply automotive and industrial chipmakers. Wafer supply agreements are often struck years in advance, tying SUMCO's fortunes to chipmakers' long term capacity plans.","Founded in 1999 and headquartered in Minato, Japan, SUMCO employs about 9,700 people and trades in the US as an OTC ADR under SUOPY."],"buildoutRole":"SUMCO sits in the Raw Materials layer at the very start of the chip supply chain. AI accelerators, their host processors, and HBM memory all begin as 300mm silicon wafers, and SUMCO is one of the few companies able to supply leading edge grades at scale. When AI demand pulls logic and DRAM capacity higher, wafer volumes follow. Because wafers feed every kind of chip and pricing swings with the broader cycle, its AI exposure is real but arrives blended with the whole industry's demand.","faq":[{"q":"What does SUMCO Corporation do?","a":"SUMCO manufactures silicon wafers, the base material for semiconductors. It grows single crystal silicon ingots and processes them into polished and epitaxial wafers in 300mm and smaller diameters, selling to chipmakers worldwide as one of the two dominant pure play suppliers."},{"q":"How is SUMCO Corporation exposed to AI?","a":"Its 300mm leading edge wafers feed the logic and HBM DRAM production being expanded for AI, currently the strongest part of its order book. Supercycle rates it Strategic with an AI Exposure Score of 50 out of 100."},{"q":"What are SUMCO's main products?","a":"300mm polished wafers used for leading edge logic and memory, epitaxial wafers with an added crystal layer for demanding devices, and 200mm and smaller diameter wafers that serve automotive, industrial, and analog chipmakers."},{"q":"Who leads SUMCO and where is it based?","a":"Jiro Ryuta serves as president, appointed in 2026. Founded in 1999, the company is headquartered in Minato, Japan, employs about 9,700 people, and trades in the US as an OTC ADR under the ticker SUOPY."},{"q":"Is SUOPY a pure play AI stock?","a":"No. SUMCO is a pure play on silicon wafers, not on AI. Supercycle rates it Strategic with a score of 50, because wafers feed the entire chip market and pricing is cyclical, even though AI driven leading edge demand is its strongest segment."}],"history1y":[{"date":"2026-09-22","close":40.42},{"date":"2026-09-23","close":39.53},{"date":"2026-09-24","close":39.48},{"date":"2026-09-25","close":39.83},{"date":"2026-09-28","close":39.19},{"date":"2026-09-29","close":40.6},{"date":"2026-09-30","close":42.14},{"date":"2026-10-01","close":43.38},{"date":"2026-10-02","close":46.81},{"date":"2026-10-05","close":46.4},{"date":"2026-10-06","close":46.99},{"date":"2026-10-07","close":46.17},{"date":"2026-10-08","close":43},{"date":"2026-10-09","close":43.49},{"date":"2026-10-12","close":42.65},{"date":"2026-10-13","close":39.86},{"date":"2026-10-14","close":37.96},{"date":"2026-10-15","close":34.64},{"date":"2026-10-16","close":33.02},{"date":"2026-10-19","close":33.62},{"date":"2026-10-20","close":32.18},{"date":"2026-10-21","close":33},{"date":"2026-10-22","close":29.94},{"date":"2026-10-23","close":29.79},{"date":"2026-10-26","close":29.14},{"date":"2026-10-27","close":31.64},{"date":"2026-10-28","close":32.37},{"date":"2026-10-29","close":31.9},{"date":"2026-10-30","close":28.4},{"date":"2026-11-02","close":28.19}],"incomeStatements":[{"ticker":"SUOPY","report_period":"2025-12-31","fiscal_period":"2025-FY","period":"annual","currency":"USD","revenue":409670000000,"cost_of_revenue":355168000000,"gross_profit":54502000000,"operating_expense":0,"operating_income":1342000000,"net_income":-11751000000,"earnings_per_share":-67.2,"earnings_per_share_diluted":-67.2,"research_and_development":0,"selling_general_and_administrative_expenses":0,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0},{"ticker":"SUOPY","report_period":"2024-12-31","fiscal_period":"2024-FY","period":"annual","currency":"USD","revenue":396619000000,"cost_of_revenue":323893000000,"gross_profit":72726000000,"operating_expense":0,"operating_income":36925000000,"net_income":19877000000,"earnings_per_share":113.68,"earnings_per_share_diluted":113.68,"research_and_development":0,"selling_general_and_administrative_expenses":0,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0},{"ticker":"SUOPY","report_period":"2023-12-31","fiscal_period":"2023-FY","period":"annual","currency":"USD","revenue":425941000000,"cost_of_revenue":317690000000,"gross_profit":108251000000,"operating_expense":0,"operating_income":73081000000,"net_income":63884000000,"earnings_per_share":365.18,"earnings_per_share_diluted":365.18,"research_and_development":0,"selling_general_and_administrative_expenses":35170000000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0},{"ticker":"SUOPY","report_period":"2022-12-31","fiscal_period":"2022-FY","period":"annual","currency":"USD","revenue":441083000000,"cost_of_revenue":297728000000,"gross_profit":143354000000,"operating_expense":0,"operating_income":109683000000,"net_income":70205000000,"earnings_per_share":400.98,"earnings_per_share_diluted":400.98,"research_and_development":0,"selling_general_and_administrative_expenses":33671000000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0}],"balanceSheets":[{"ticker":"SUOPY","report_period":"2025-12-31","fiscal_period":"2025-FY","period":"annual","currency":"USD","total_assets":1127966000000,"current_assets":427359000000,"cash_and_equivalents":67296000000,"total_liabilities":480181000000,"current_liabilities":133080000000,"total_debt":353708000000,"shareholders_equity":578377000000,"retained_earnings":260458000000},{"ticker":"SUOPY","report_period":"2024-12-31","fiscal_period":"2024-FY","period":"annual","currency":"USD","total_assets":1172683000000,"current_assets":435143000000,"cash_and_equivalents":87181000000,"total_liabilities":515447000000,"current_liabilities":163636000000,"total_debt":353953000000,"shareholders_equity":592113000000,"retained_earnings":277812000000},{"ticker":"SUOPY","report_period":"2023-12-31","fiscal_period":"2023-FY","period":"annual","currency":"USD","total_assets":1073087000000,"current_assets":473821000000,"cash_and_equivalents":147722000000,"total_liabilities":437560000000,"current_liabilities":204529000000,"total_debt":224453000000,"shareholders_equity":572154000000,"retained_earnings":267739000000},{"ticker":"SUOPY","report_period":"2022-12-31","fiscal_period":"2022-FY","period":"annual","currency":"USD","total_assets":892555000000,"current_assets":543605000000,"cash_and_equivalents":250505000000,"total_liabilities":301071000000,"current_liabilities":157235000000,"total_debt":141382000000,"shareholders_equity":533551000000,"retained_earnings":234319000000}],"holders13f":[],"news":[]},"meta":{"version":"v1","asOf":"2026-11-02","builtAt":"2026-11-03T05:33:50.041Z","tier":"free","source":"https://supercyclehq.com/stock/sumco","disclaimer":"Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.","license":"Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."},"links":{"self":"https://supercyclehq.com/api/v1/stocks/SUOPY","html":"https://supercyclehq.com/stock/sumco","md":"https://supercyclehq.com/stock/sumco.md","docs":"https://supercyclehq.com/api/v1/openapi.json"}}