Structural Shift Toward Semiconductors

The 50% threshold means semiconductor materials now account for the majority of Chemtros' business, up from a position where the segment was a smaller part of a portfolio historically centered on chemical products. The composition reflects growing demand for semiconductor process materials among Korean chipmakers and their supply chains.

The company's advanced materials lineup, promoted on its official channels, underpins this semiconductor focus, with the segment's expansion driven by shipments to domestic chip production customers.

Context

The crossing of the 50% mark positions Chemtros among Korean materials suppliers with majority semiconductor exposure, a segment closely tied to the capex cycles of memory and foundry producers such as Samsung Electronics and SK hynix. Further details on revenue figures and customer breakdowns were not specified in the reviewed materials.

Chemtros' semiconductor materials share has surpassed 50% of revenue — the claim is True.