Hansung Clean Tech, an industrial water treatment and ultrapure water EPC specialist, announced on the 26th that it has received a second purchase order for materials, worth 11.9 billion won, in connection with SK hynix's Yongin Semiconductor Cluster Y1 project.
The company explained that this order is a step-by-step achievement demonstrating that the process for the "Yongin Semiconductor Cluster Ph1 WWT System Mechanical Installation Work," for which it received an LOI last year, is proceeding smoothly as planned. Through this, the company believes that visibility on this year's revenue growth has further increased.
With the recent surge in demand for AI semiconductors, competition among global semiconductor companies to secure production capacity (CAPA), centered on high bandwidth memory (HBM), is entering a full-fledged phase. In particular, whether companies make preemptive facility investments in next-generation HBM is directly linked to their future order-winning competitiveness, prompting major semiconductor manufacturers to move up their schedules for plant construction and infrastructure build-out.
Through this Y1 project, Hansung Clean Tech is carrying out phased execution in line with the project schedule, based on the design and construction capabilities and project execution experience it has accumulated in the field of semiconductor ultrapure water and water treatment EPC. The company is focusing on meeting the highly demanding water quality standards and stable system operation requirements inherent to semiconductor manufacturing processes.
A company official said, "As the competition among semiconductor companies to expand CAPA continues, we expect demand for water treatment EPC to be sustained in additional processes and follow-up investments going forward," adding, "Focusing on ultrapure water and wastewater treatment systems for semiconductors, we plan to expand our business scope into high-purity water treatment markets such as secondary batteries and bio, as well as semiconductor wastewater reuse, in order to establish a stable growth foundation."
Industry observers analyze that, given the high likelihood that the investment trend centered on AI semiconductors and HBM will continue over the mid to long term, EPC demand across the entire semiconductor production infrastructure is also entering a structural growth phase.
Meanwhile, on the 25th, Hansung Clean Tech also filed a revised disclosure increasing the contract amount for the ultrapure water complex building facilities construction at Samsung Electronics' Pyeongtaek Campus P4 Ph4 from approximately 13.0 billion won to 13.8 billion won, indicating continued progress in the project schedules of major semiconductor customers.
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