Dongjin Semichem: "2026 Is the Turning Point"... Quantum Leap in Performance Expected with U.S. Taylor Plant Launch

원본보기 아이콘

Dongjin Semichem, a leading domestic semiconductor materials company, has announced a "quantum leap" starting next year.

With the semiconductor industry showing signs of recovery and Samsung Electronics, its major client, set to begin full-scale operations at its U.S. production facility, 2026 is expected to mark the first year of Dongjin Semichem's visible global growth.

Kim Jaehyun, Head of the Semiconductor Materials Division at Dongjin Semichem, stated on November 25, "Sales and net profit for the fourth quarter of this year are expected to remain at or slightly improve from the third quarter," adding, "From 2026, we anticipate significant growth as the semiconductor market rebounds and our clients' capacity expansions take effect."

In particular, he highlighted the preparations for the local subsidiary connected to Samsung Electronics' Taylor foundry plant in Texas as a key growth driver.

President Kim Jaehyun said, "The new U.S. thinner subsidiary is being prepared to coincide with the operation of the Samsung Taylor plant," and added, "We plan to begin shipping evaluation samples starting in the second quarter of next year." He continued, "In the mid- to long-term, we expect to secure clients for the 2-nanometer (nm) process, in connection with Samsung Electronics' orders for Tesla and its 16.5 billion dollar foundry contract. This production expansion will drive continuous growth for our local subsidiary."

He also noted that the sulfuric acid joint venture in the United States is currently conducting sample evaluations with major clients, and full-scale mass production sales are expected to begin in 2026.

President Kim presented an optimistic outlook for the overall semiconductor market. He said, "Driven by increased demand for high-performance chips due to the expansion of AI and investments in data centers, the semiconductor market is expected to grow at an average annual rate of 8 to 9 percent through 2030. Accordingly, the materials market, which is essential for chip manufacturing, is also expected to see solid annual growth of 7 to 8 percent."

To respond to these market changes, Dongjin Semichem is focusing its capabilities on developing next-generation technologies such as ▲new materials for EUV (extreme ultraviolet) processes ▲materials for HBM (high bandwidth memory) processes ▲advanced packaging materials. The company aims to secure a leading position in the high value-added future materials market, going beyond its existing core products such as photoresists and anti-reflective coatings.

President Kim emphasized, "We are increasing our market share by securing not only domestic but also overseas semiconductor companies in the United States, China, and Taiwan as clients," adding, "Through proactive investment and global collaboration, we will solidify our position as a world-class semiconductor materials company."

© The Asia Business Daily(www.asiae.co.kr). All rights reserved.