Yesty Secures New Type HBM Equipment Order... "Expected Benefits from Increased Customer Investment Scale"
Yesty announced on the 14th through a public disclosure that it has secured an order worth 4.9 billion KRW for ‘HBM (High Bandwidth Memory) equipment (EDS chiller)’ from a global semiconductor company.
The equipment contracted for supply this time is a different type from the HBM manufacturing pressurizing equipment ordered last month. Considering that the client company is fully entering the HBM investment cycle, follow-up orders for the equipment ordered so far are expected to continue. As both the ordered items and the expansion of follow-up volumes occur simultaneously, the sales growth of the HBM division is accelerating.
Last month, Yesty secured an initial order worth 7.4 billion KRW for HBM manufacturing pressurizing equipment from a global semiconductor company. A large-scale additional order far exceeding the initial volume has been confirmed by the first half of next year, and as the client’s investment scale gradually increases, the order volume is expected to further increase in the second half of next year.
The EDS chiller ordered this time is used in the ‘EDS (Electrical Die Sorting)’ process for HBM manufacturing. The EDS process is a stage that improves semiconductor reliability by distinguishing between good and defective semiconductor chips through testing. Yesty’s chiller optimizes the HBM testing environment by absorbing heat generated within the EDS process and controlling the temperature.
Yesty already has references for supplying several chillers to global semiconductor companies. The HBM EDS chiller delivered this time has enhanced performance compared to existing equipment. It features precise temperature control and rapid regulation, significantly reducing wafer test time.
A Yesty representative said, “According to recently released market reports, the supply shortage of HBM is expected to continue for the time being due to the expansion of AI services and autonomous driving applications,” adding, “In response, global semiconductor companies are aggressively investing to expand HBM production capacity.”
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He continued, “Yesty has a track record of supplying various semiconductor equipment such as wafer pressurizing equipment and chillers to global semiconductor companies, which will serve as an entry barrier,” emphasizing, “Starting with wafer pressurizing equipment and EDS chillers, we will continuously expand the supply items to include ‘package pressurizing equipment’ necessary for HBM manufacturing.”
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