[Click e-Stock] "Zeus at the Threshold of New Equipment Expectations"

Yuanta Securities analyzed on September 18 that Zeus is building growth momentum through the development of new equipment and the expansion of its industrial robot business.

Kwon Myungjun, a researcher at Yuanta Securities, stated in a report released that day, "Expectations for the commercialization of the company's new equipment are likely to rise in the second half of this year, making this a time when close attention is warranted."

Zeus is a manufacturer of semiconductor and display equipment, producing and selling cleaning equipment, thermal equipment, inspection equipment, process equipment, and industrial robots. Since 2021, semiconductor manufacturing equipment has become its main product, accounting for more than 60% of total sales.

Currently, Zeus is jointly developing photonic debonding automation equipment with the US-based company PulseForge. Photonic debonding is a technology that uses a flash lamp to selectively irradiate the Light Absorb Layer (LAL), separating the carrier wafer.

This process does not cause physical or chemical shock to the wafer, minimizing the risk of damage and deformation, and suppresses the generation of residues, thereby enhancing manufacturing process stability.

Researcher Kwon noted, "This method is gaining attention as it addresses the shortcomings of other debonding methods," and predicted, "Given that domestic and overseas semiconductor IDM companies are planning to build new fabs next year, it is highly likely that orders will be placed within this year, leading to mass production next year."

Zeus is also achieving results in its robot business. Based on its technologies in low-voltage motors, drivers, and motion algorithms, Zeus has a diverse product lineup including articulated robots and autonomous mobile robots (AMRs). The company is expanding from display transfer robots into various industries, and in May, it succeeded in winning an order for a robot system utilizing a mobile manipulator platform from a large corporation. Zeus is also seeking to enter the secondary battery sector in the future.

In addition, through a government project supervised by the Ministry of Trade, Industry and Energy, Zeus is developing PEP (Pressurized Etching Process) technology. Zeus unveiled its PEP cleaning equipment at SEMICON Korea 2025, and mass production is expected to be possible after research and development is completed by 2027.