FST is showing strong performance. This is interpreted as being driven by expectations that the extreme ultraviolet (EUV) pellicle under research and development (R&D) will make its debut at Samsung Electronics' factory in Texas, USA.
As of 11:39 AM on the 26th, FST is trading at 32,200 KRW, up 4.21% compared to the previous day.
According to industry sources, there is growing anticipation that the EUV pellicle, which FST is developing with the goal of pilot production in the second half of this year, will be showcased for the first time at the Samsung Electronics factory being built in the United States. Earlier this year, FST broke ground on a dedicated EUV pellicle factory. The investment scale is approximately 19 billion KRW, with completion planned within the second half of the year and pilot production products expected to be supplied to customers within the year.
CTT Research stated, “In 2025, full-scale mass production is expected to begin domestic localization, with mass-produced products having a transmittance of over 95% and specifications applicable even to 600W-class Hi-NA EUV.” They added, “Currently, the price of EUV pellicles is around 20 to 30 million KRW, exceeding 50 times that of ArF pellicles.”
They further emphasized, “Assuming the company’s annual production and new demand for 15,000 EUV pellicles, which is 5% of pellicles, at a supply price of 10 million KRW per unit, new annual sales of 150 billion KRW would be generated, significantly boosting the company’s performance. The improvement in the semiconductor industry conditions and the start of operations at the new factory in November are also positive factors.”
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