
What smart money is saying about Shin-Etsu Chemical Co., Ltd.
2 funds in our archive have pitched Shin-Etsu Chemical Co., Ltd. — most recently Hennessy Japan Fund in August 2026.
Shin-Etsu Chemical Co., Ltd. provides infrastructure, electronics, and functional materials in Japan. The company operates through Electronic Materials; Living environment basic materials; Functional materials; and Processing, trading and technical services segments It offers polyvinyl chloride resin, caustic soda, methanol, chloromethanes, and polyvinyl alcohol; and semiconductor silicon, rare earth magnets, semiconductor encapsulating materials, LED packaging materials, photoresists, photomask blanks, and synthetic quartz products. The company also sells silicones, cellulose derivatives, silicon metal, synthetic pheromones, vinyl chloride-vinyl acetate copolymer, liquid fluoroelastomers, pellicles, and silicon anode material for lithium-ion batteries. In addition, it is involved in the processed plastics; export of technologies and plants; export and import of products; and engineering activities. The company was formerly known as Shin-Etsu Nitrogen Fertilizer Co., Ltd. and changed its name to Shin-Etsu Chemical Co., Ltd. in 1940. Shin-Etsu Chemical Co., Ltd. was incorporated in 1926 and is headquartered in Tokyo, Japan.
Get an email when a fund writes about it
Fund coverage · 2 theses
- Hennessy Japan FundAugust 2026
Shin-Etsu Chemical Co., Ltd. is the world’s leading silicon wafer maker, backed by high barriers to entry and AI-driven wafer demand recovery.
Read the full thesis - Hennessy Japan FundApril 2026
Shin-Etsu Chemical is a global leader in wafers and PVC whose AI-driven demand, cost advantages, and high barriers to entry support long-term earnings growth.
Read the full thesis
Read every full thesis on Shin-Etsu Chemical Co., Ltd.
Unlock all 2 theses — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.
View plans→