SEC Expects to Benefit from HBM and Defense Market Expansion... Holds IR Session for Institutional Investors

SEC, a company specializing in e-beam (electron beam) inspection equipment, will hold an investor relations (IR) session for institutional investors to share its growth strategies in response to the expansion of key downstream industries such as semiconductors, defense, and batteries.

SEC announced that it will participate in Corporate Day, sponsored by Daishin Securities, on May 27, where it will conduct an IR session for institutional investors. The event will take the form of one-on-one meetings with research centers from multiple securities firms.

During this IR session, the company plans to focus on explaining business opportunities and its mid- to long-term growth strategies in line with the expansion of the semiconductor, defense, and battery markets.

In particular, there is growing market attention on the potential increase in demand for inline non-destructive inspection as the HBM (High Bandwidth Memory) and advanced packaging markets grow. SEC is strengthening its response to the high-resolution three-dimensional (3D) X-ray inspection market based on its self-developed 'Hybrid Open Tube' technology and is also pushing forward with the development of inline inspection equipment for HBM stacking processes.

According to a recent report by NH Investment & Securities, the market for inline non-destructive inspection is expected to grow in line with increased HBM stacking and the expansion of 2.5D and 3D packaging. The report also analyzed that if the hybrid bonding market, considered a next-generation packaging technology, enters full-scale growth, the importance of high-resolution X-ray-based inspection will become even greater.

SEC's supply experience with Micron is also drawing investor attention. According to NH Investment & Securities, Micron has reportedly adopted SEC's 'NF120', a manual inspection device related to HBM, since 2023. The market is also focusing on the potential for expanded supply of inline inspection equipment in the future.

Growth potential in the defense sector is also cited as a key investment point. SEC is currently expanding its non-destructive inspection system business based on LINAC (linear accelerator) technology and has secured a supply reference from Hanwha Aerospace.

Inspection equipment based on LINAC is known to utilize higher output energy compared to general X-ray equipment, enabling the inspection of internal defects in rocket propulsion systems and large defense components. There are also rising expectations for increased demand amid the recent global trend of expanding defense investment.

An SEC representative stated, "Through this IR session, we plan to actively share business opportunities and mid- to long-term strategies, responding to the growth of major downstream industries such as semiconductors, defense, and batteries, with institutional investors and research centers."

SEC is raising market expectations for growth, leveraging its competitiveness in high-resolution X-ray inspection technology amid the expansion of the HBM, advanced packaging, and defense non-destructive inspection markets.

This content was produced with the assistance of AI translation services.