[Featured Stock] Yesty, the Only Domestic Provider of Core Equipment for HBM Performance... Nvidia's Key Partner Receives 'Love Call'

YesT's stock price is on the rise. The news that the market capitalization of Nvidia, a leading company in artificial intelligence (AI), has surpassed $2 trillion based on the closing price appears to be influencing investor sentiment. Expectations for improved performance are growing as YesT begins full-scale supply of equipment necessary for the production process of high-bandwidth memory (HBM). Recently, the company also succeeded in advancing high-pressure annealing technology, and customers are currently evaluating it for commercialization. The development of next-generation high-pressure annealing equipment, which has been underway as a national project with Hanyang University and Pohang University of Science and Technology since last year, is also progressing smoothly.

As of 10:07 AM on the 4th, YesT is trading at 23,650 KRW, up 6.77% from the previous trading day.

Semiconductor equipment company YesT recently secured an initial order for ‘EDS Furnace’ equipment applied in the production process of high-bandwidth memory (HBM) from a core partner of Nvidia, the world’s leading AI semiconductor company. With this order, YesT has succeeded in diversifying its client base for HBM equipment, following its existing supply to global semiconductor companies.

The EDS Furnace equipment is an essential facility used in the ‘EDS (Electrical Die Sorting) process,’ which inspects the quality of stacked wafers for HBM production. The EDS process uses the EDS Furnace equipment to rapidly heat-treat wafers to determine their suitability for use in HBM. The EDS Furnace is a key piece of equipment directly linked not only to HBM performance but also to production yield.

Based on its proprietary heat treatment technology, YesT is the only domestic semiconductor equipment company supplying furnace equipment for the EDS process. Since competition among global semiconductor companies in the HBM market is intense, the company explained that it expects an increase in orders for EDS Furnace equipment following this initial order.

A YesT representative said, "The delivery of major HBM equipment such as ‘wafer pressing equipment’ and ‘EDS chillers’ ordered from global semiconductor companies in the fourth quarter of last year is progressing smoothly," adding, "With the expansion of HBM investments by existing clients, additional orders for HBM equipment are expected to continue this year."

He continued, "Following the turnaround to profitability in the core business centered on HBM equipment last year, this year’s significant growth in performance is expected as orders and deliveries of HBM equipment accelerate."

YesT achieved its highest-ever semiconductor equipment order performance last year, centered on HBM equipment, turning its core business profitable. The company also succeeded in advancing high-pressure annealing technology, accelerating business expansion in the semiconductor equipment sector. It developed a core technology that can improve semiconductor wafer productivity by 60% in the annealing process. When using YesT’s high-pressure annealing equipment with the new technology applied, up to 125 semiconductor wafers can be processed at once in the annealing process. Existing equipment could process up to 75 wafers per cycle. YesT has completed the development of high-pressure annealing equipment based on its proprietary technology and is currently undergoing customer evaluations for commercialization.