[Featured Stock] DI Hits New High Again in 2 Days... Expectations for HBM Test Equipment Localization

DIEI has set a new record high again after two trading days. The shortage of high-bandwidth memory (HBM) testing equipment and expectations for localization continue to be highlighted.

As of 9:50 a.m. on the 21st, DIEI is trading at 26,450 KRW, up 12.55% (2,950 KRW) from the previous close. It surpassed the all-time high of 26,150 KRW recorded on the 19th. The intraday high was 26,700 KRW.

DIEI is a semiconductor testing equipment company. It supplies testing equipment to Samsung Electronics and SK Hynix. Cha Yong-ho, a researcher at Ebest Investment & Securities, said, "One of the current difficulties in expanding the production capacity of high-bandwidth memory (HBM) is that the testing equipment market is divided between Advantest and Teradyne, and their production capacity is insufficient," adding, "Domestic HBM suppliers are promoting localization to resolve this."

DIEI's sales this year are projected to be 256.1 billion KRW, with an operating profit of 15.2 billion KRW. Growth is expected to accelerate from next year. With SK Hynix, they are currently upgrading the existing DDR5 testing equipment for mass production of HBM3e, and discussions are underway to develop dedicated equipment starting from HBM4.