[Click eStock] "Nextin, Croquis' Imminent Entry into the HBM Market"

Hana Securities analyzed on the 12th that Nextin is about to enter the high-bandwidth memory (HBM) process inspection market.

Kwon Tae-woo, a researcher at Hana Securities, explained, "With the advancement of AI semiconductor performance and the increasing complexity of HBM stacking structures, the precision of semiconductor inspection equipment is becoming more important," adding, "Nextin is about to enter the HBM process inspection market."

He continued, "The Croquis equipment inspects individual chips on a wafer before the bonding stage," and added, "It can detect defects more precisely than the existing reflective light inspection method."

Furthermore, he emphasized, "Compared to competitors' equipment such as Camtek and ONTO, it has competitiveness in terms of performance," and "there is a high possibility of gradual replacement."

Researcher Kwon stated, "Currently, mass production evaluation is underway in cooperation with domestic integrated device manufacturers (IDMs)," and predicted, "Sales of 25 billion KRW are expected this year."

He also said, "In addition to the Croquis equipment for HBM, the Iris2 equipment successfully secured its first order from a domestic IDM in December last year," and added, "Positive results are expected in quality evaluation for overseas IDMs as well." He further noted, "We are promoting the expansion of production bases in China," and judged, "Through bases with good accessibility to customers in the Greater China region, we are establishing a favorable foundation for mid- to long-term business expansion."

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