Sumitomo Bakelite
HQ JP30% share
Japanese phenolic-resin and molding-compound maker (Bakelite heritage).
manufactured · input
Epoxy Molding Compound (EMC)
Silica-filled epoxy resin compound that encapsulates semiconductor packages — the black plastic body protecting the die and bond wires in almost every chip. A near-universal, concentration-prone chip-packaging material led by Japanese suppliers (Sumitomo Bakelite, Resonac, plus Samsung SDI, KCC).
3
Source countries
5
Companies
1
Goods affected
0
Claims on record
What depends on it
Goods that need this input
1 essential American goods rely on epoxy molding compound (emc) somewhere upstream in their supply chain.
Where it comes from
Source countries
Share of global supply, by country.
| Country | Share of supply |
|---|---|
| JPJapan | 55% |
| KRSouth Korea (Republic of Korea) | 18% |
| TWTaiwan | 5% |
Who makes it
Supplier companies
5 companies produce epoxy molding compound (emc).
Resonac Holdings (formerly Showa Denko + Hitachi Chemical)
HQ JP25% share
Resonac Holdings K.K. (Tokyo; TSE: 4004; formed 2023 by merger of Showa Denko K.K. and Hitachi Chemical Company Ltd.) is Japan's second-largest ABF substrate film producer after Ajinomoto Fine-Techno, and major semiconductor materials company. Resonac's semiconductor materials division produces ABF-equivalent build-up films under the brand name 'MCL' (Multilayer build-up resin for Core-Less substrates). The merger creating Resonac combined Showa Denko (industrial chemicals, graphite electrodes, specialty gases) with Hitachi Chemical (now Resonac Holdings; adhesives, printed circuit board materials, semiconductor packaging resins) — creating a $8B+ semiconductor materials company directly competing with Ajinomoto in FC-BGA substrates. Showa Denko had itself absorbed Hitachi Chemical in 2021 and rebranded to Resonac in 2023.
Samsung SDI Co., Ltd.
HQ KR10% share
Samsung SDI Co., Ltd. (Yongin, Gyeonggi-do, South Korea; KRX: 006400; ~KRW 20T revenue) is the battery manufacturing arm of the Samsung Group, producing cylindrical, prismatic, and pouch lithium-ion cells for consumer electronics (smartphones, laptops, tablets), power tools, and electric vehicles. In the consumer electronics LCO cell segment, Samsung SDI holds approximately 15-18% global market share. Samsung SDI manufactures LCO pouch cells at its Tianjin, China facility (primarily for smartphone applications) and cylindrical cells at Cheonan, South Korea. Samsung SDI is a co-supplier of Apple iPhone battery cells alongside ATL — Apple's dual-sourcing strategy for iPhones is the most sophisticated single-input procurement program in consumer electronics. Samsung SDI's EV battery business (NMC prismatic cells for BMW iX, Rivian, Stellantis) is growing faster than its consumer electronics segment.
KCC Corporation
HQ KR8% share
Korean building-materials and chemicals maker; silicones, paints and a major semiconductor epoxy molding compound (EMC) supplier.
Chang Chun Group
HQ TW5% share
Taiwanese chemical conglomerate (founded 1964); world's second-largest PVA (polyvinyl alcohol) producer after Kuraray, making it a critical upstream supplier to all global PVB manufacturers. Invested in PVA R&D since 1971; manufactures PVB resins (CCP grade) for safety glass interlayers, inks, and adhesives. Manufacturing bases in Taiwan, China (mainland), Malaysia, Indonesia, Singapore. Chang Chun's position as #2 PVA producer means the top two raw material suppliers (Kuraray + Chang Chun) are both vertically integrated into PVB — controlling feedstock to finished film supply chain.