2024. 3. 25. 14:55ㆍU.S. Economic Stock Market Outlook
●A Korean semiconductor sub-director with TSMC as its customer
* * HPSP
- Exclusive delivery of low-temperature, high-pressure hydrogen annealing equipment
- 70% of non-memory sales and 30% of TSMC sales
- It is expected to be completed in the first half of the year as it is undergoing a quality test of high-pressure wet oxide film equipment (HPO) at TSMC. The equipment will be used to form an oxide film under low-temperature and high-pressure environment and will be applied to ultra-fine processes with more than 3 nanometers
* Dongjin Semichem
- Promotion of PR supply for EUV
- Confirmation of supply of sulfuric acid for wafer cleaning to TSMC after establishment of local plant in Texas, U.S
* Wonik QnC
- Targeted to expand to 30% by 2028 with 15% share of quartzware in TSMC
- TSMC's sales exceed 5% and non-memory sales 20% (TSMC, Samsung Electronics, Intel)
- The proportion of legacy process sales under 40 nanometers is 60%, and the proportion of sales of front-end process will increase in the future due to the quality test of 3 nanos products at a new plant in Korea
* Waldex
- Silicon ingots and quartz are being supplied by WCQ, a U.S. corporation acquired in 2009
* Lee Know Industrial Co., Ltd
- Test socket linopin supply
- Non-memory 98% of total sales
* A-Z-LAND
- TSMC VCA is one of eight companies and the only VCA in Korea
- VCA Role of Safion, Mango Booster, Mobileint, and Dipper Eye among AI semiconductors in Korea
- TSMC begins mass production of 7 nanos in 2024, begins development of 5 nanos
* Open edge technology
- TSMC IP Alliance targets entry within this year, with additional revenue visibility
- LPDDR5X IP for TSMC 7-nano processing
- Development of PHYIP for TSMC 5-nanometer process begins
* Iotechnics
- Initial supply of laser grooving equipment begins in second half of 2023
- Set-up is underway after receiving 4 debonder equipment at the end of 2023
* PSK Holdings: Discom, reflow equipment being supplied to CoWoS process
* GST: Final stage of supply of electric chiller equipment mass production line
* Intec Plus: CoWoS Inspection Equipment Quality Test in Progress to Push Supply in 2024
* Protec: After the termination of global OSAT and LAB (Laser Assisted Bonder) NDA in the first half of 2023, a demonstration of equipment to TSMC is underway
* Nextin: Rescue (EUV-oriented wafer electrostatic removal equipment) demo in progress
* SNSTEC: Blank masks for EUV, pellicle supply push
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