Surplus Global is showing strong performance. News that the domestic industry and research institutions have embarked on implementing intelligent semiconductor equipment appears to be influencing the stock price. Surplus Global, a semiconductor equipment platform company, is participating.
The semiconductor equipment intelligence platform is expected to be used as a means to catch up with overseas artificial intelligence (AI) semiconductor equipment. First, they plan to secure deposition equipment process data and develop an optimized AI algorithm to maximize semiconductor equipment performance.
As of 9:57 AM on the 3rd, Surplus Global was trading at 4,390 KRW, up 665 KRW (17.85%) compared to the previous trading day.
They are developing a 'platform' that analyzes and processes data generated in semiconductor manufacturing processes using AI to improve productivity. An IT specialized media reported that the Korea Electronics Technology Institute (keti) has started the 'Semiconductor Equipment Intelligence Platform Development Project' with domestic semiconductor equipment companies. In the industry, semiconductor equipment platform company Surplus Global and deposition equipment company Bacosolution are participating, aiming to implement the platform by 2026.
The use of AI is to reduce semiconductor manufacturing costs and improve productivity. For example, identifying wafer loss and defects with AI is useful for optimizing processes. The platform is being developed based on Surplus Global's atomic layer deposition equipment (ALD) and Bacosolution's physical vapor deposition (PVD) equipment. They plan to standardize process data specifications and advance it into a platform form that can be used in general semiconductor equipment. This means AI solutions can be utilized without being restricted by semiconductor equipment manufacturers (brands).
The global semiconductor industry is integrating AI into major manufacturing processes. Leading equipment companies such as Applied Materials, ASML, Lam Research, Tokyo Electron (TEL), and KLA are continuously launching new products equipped with various sensors and AI solutions. It is expected that developing a semiconductor equipment intelligence platform will help catch up with overseas AI semiconductor equipment.
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