Asahi Kasei(3407)
Japan's leading battery separator film manufacturer (Hipore brand); ~25% global share. Only major wet-process separator plant in the Western Hemisphere (Concord, NC).
manufactured · input
Hollow fiber ultrafiltration membranes for municipal water treatment and industrial use; PVDF (polyvinylidene fluoride) from Arkema (France) is primary polymer; Toray, Koch Membrane Systems, and Pentair are major element suppliers
8
Source countries
8
Companies
1
Goods affected
0
Claims on record
What depends on it
1 essential American goods rely on pvdf and polysulfone hollow fiber ultrafiltration membranes somewhere upstream in their supply chain.
Where it comes from
Share of global supply, by country.
| Country | Share of supply |
|---|---|
| JPJapan | 32% |
| CNChina | 28% |
| USUnited States | 22% |
| NLNetherlands | 4% |
| FRFrance | 3% |
| KRSouth Korea | 2% |
| SGSingapore | 2% |
| DEGermany | 2% |
Who makes it
8 companies produce pvdf and polysulfone hollow fiber ultrafiltration membranes.
Japan's leading battery separator film manufacturer (Hipore brand); ~25% global share. Only major wet-process separator plant in the Western Hemisphere (Concord, NC).
Leading global RO membrane maker; patented FilmTec TFC technology; services 10,000+ desalination/water reuse plants in 100+ countries
ZeeWeed PVDF hollow fiber MBR brand is the most-installed globally; Veolia acquired SUEZ water activities 2022; dominates municipal MBR market
Toray Industries, Inc. (Tokyo; TSE: 3402; ~¥2.6T revenue) is Japan's largest synthetic fiber manufacturer and a major producer of SMS (spunbond-meltblown-spunbond) nonwoven fabrics for medical and hygiene applications. Toray's nonwovens business (Fibers & Textiles segment) produces meltblown and spunmelt fabrics at facilities in Japan, South Korea, China, and Southeast Asia. Toray's Eclat SMS fabric — a tri-layer structure with meltblown as the filtration core — is used in surgical gowns, drapes, and masks. Toray supplies SMS nonwoven to Kimberly-Clark, Mölnlycke Health Care, and major Asian mask manufacturers. Toray is also a major producer of polypropylene resin (feedstock for meltblown) through its petrochemicals affiliates, giving partial upstream integration.
Acquired X-Flow 2011; Enschede Netherlands primary production; high-quality PVDF and PES hollow fiber; municipal and industrial water treatment
Japanese chemical conglomerate (TSE: 4188); carbon fiber and composites through Mitsubishi Chemical Carbon Fiber and Composites (MCCFC). US facility: Sacramento, CA (formerly Grafil, since 1984; merged with Newport Composites 2013); also Evanston, WY. Japan: Aichi prefecture (December 2025 expansion doubling Aichi + Sacramento CF capacity). Key fiber: MR70 (ultra-high strength, 12P sizing, aerospace grade) and Pyrofil standard-modulus line. Expanding for sport, aerospace, and hypercar segments. Also has carbon fiber in Japan for space program applications. Mitsubishi Chemical is also one of the world's largest producers of acrylic acid/esters (precursors to specialty coatings) and methanol derivatives — a petrochemical giant that also makes space-grade carbon fiber from the same corporate umbrella as commodity chemicals.
American filtration, separation, and purification technology company (Port Washington, NY; Danaher Corporation subsidiary since 2015 acquisition for $13.8B); world's second-largest pharmaceutical sterilizing filter manufacturer under the Supor® (PES), Fluorodyne® EX (PVDF), and Emflon® (PTFE) brands. Pall Corporation was founded in 1946 by Dr. David Pall, a British-born scientist who invented the first practical fluid filtration membrane for aircraft jet fuel systems during WWII — technology originally developed for military aviation now forms the basis of pharmaceutical sterile filtration. Pall's acquisition by Danaher — which also owns Cytiva (former GE Healthcare Life Sciences, bioreactors and chromatography) — means a single US conglomerate controls approximately 35-40% of the critical tools and materials used in both IV fluid manufacturing and biopharmaceutical drug production.
Only global supplier of cellulose acetate RO hollow fiber membranes; 1.6M tons/day fresh water capacity globally; critical single-source for HF RO segment