On November 11, independent research firm ValueFinder highlighted that attention should be paid to Hanseong Clean Tech's recent order, received on November 5, for the P4 Ph4 ultrapure water complex building and Green Building facility construction for Samsung Electronics, totaling 18 billion KRW (approximately 18 billion won). The company noted that the order, placed amid intensifying AI competition among global big tech firms, is a positive development, and emphasized its significance given the ongoing factory expansions by Samsung Electronics and SK Hynix.
Lee Chungheon, a researcher at ValueFinder, stated, "The intensifying AI competition among global big tech companies has ushered in a semiconductor supercycle, and this trend is likely to continue." He added, "In October, OpenAI CEO Sam Altman visited Korea and signed a supply agreement for 900,000 high-bandwidth memory wafers per month with Samsung Electronics and SK Hynix."
Lee further explained, "In response to this trend, both companies are currently accelerating factory completion and cleanroom construction. Therefore, it is necessary to pay attention to semiconductor materials, parts, and equipment companies going forward."
Hanseong Clean Tech has consistently secured orders for ultrapure water equipment for Samsung Electronics, starting from the P1 ultrapure water facility in the past to last year's P4 Ph3 ultrapure water complex building project. This latest order is for the P4 Ph4 ultrapure water complex building and Green Building facility construction for Samsung E&A, totaling 18 billion KRW.
He added, "Hanseong Clean Tech was selected as a participating company in the national project for the localization of ultrapure water, which has been underway from June 2021 to December 2025. The company is responsible for both design and construction work, and has already secured a high level of technical expertise and references, raising expectations for additional orders in the future."
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