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Hanmi semiconductor. (photo = Hanmi semiconductor) |
[Alpha Biz= Reporter Kim Minyoung] Sangsangin Securities predicted on the 15th that Hanmi Semiconductor will benefit from the rapid growth of the high-bandwidth memory (HBM) front market, and that its "buy" investment opinion and target will remain at 220,000 won. The closing price of the previous day is 160,500 won.
Sangsangin Securities estimated that Hanmi Semiconductor's second-quarter sales rose 159.1% year-on-year to 127.1 billion won and operating profit rose 327.7% to 47.8 billion won, slightly below market expectations.
"Bonder sales are expected to be 87.2 billion won, lower than expected, as sales recognition of TC Bonder for HBM3e was postponed to the third quarter," Sangsangin Securities said. "The six-sided inspection equipment, which started sales in the first quarter, is also expected to record sales of 5.6 billion won, up 30.0% from the previous quarter."
"MSVP, which was the main business, is expected to see its sales decline due to intensifying competition and sluggish demand, but the company has already finished improving the constitution of the company," said Sangsangin Securities Co. "We are already collaborating with customers and developing equipment for HBM4, 4E, and 4X, and will continue to occupy a high market share." "It is understood that discussions on the commercialization of HBM in the industry have begun, and the company is expected to benefit from a surge in the share of HBM bit shipments in the future," he predicted.
Alphabiz Kim Minyoung (kimmy@alphabiz.co.kr)
