KCTech Co., Ltd. — AI supply-chain exposure

KCTech makes CMP slurries — the abrasive chemical mixtures used to polish each layer of a chip flat before the next is built — along with the wet-station equipment that cleans wafers, selling both to Samsung and SK hynix. Chip-making stacks many patterned layers, and every one must be planarized, so slurry is consumed relentlessly across memory and foundry lines. That makes KCTech part consumables supplier, part equipment vendor in the same account — a durable, recurring position in the Korean fab base, which is why it registers as an exposed materials node despite a modest overall weight.