What Happened?
TES signed a ₩13.5 billion semiconductor equipment supply contract with SK Hynix on August 20, 2025. The contract period is from August 19 to November 6, 2025, approximately two months. This represents 5.62% of TES’s revenue in the first half of 2025.
Why Does It Matter?
This contract signifies more than just increased revenue. It reaffirms a stable business relationship with a major domestic semiconductor company, SK Hynix, and validates TES’s technological prowess and market competitiveness. It also serves as a crucial stepping stone for potential future orders.
What’s the Impact?
In the short term, it is expected to positively affect Q3 revenue and investor sentiment. In the long term, it is projected to contribute to securing a stable growth foundation through strengthened cooperation with major clients and securing future growth engines. However, exchange rate volatility and the possibility of a global economic downturn remain risk factors.
What Should Investors Do?
TES appears to be a company with solid fundamentals and growth potential. While this contract is a positive signal, investors should consider various external factors, such as semiconductor market conditions and exchange rate volatility, before making investment decisions. Monitoring TES’s technological competitiveness, new client acquisition, and R&D investment performance from a medium to long-term perspective is crucial.
What is the size of this contract?
₩13.5 billion, which is equivalent to 5.62% of TES’s revenue in the first half of 2025.
Who is the counterparty to this contract?
SK Hynix, a major domestic semiconductor company.
What is the impact of this contract on TES’s stock price?
In the short term, it is expected to positively affect sales growth and investor sentiment. The long-term stock outlook depends on various factors such as semiconductor market conditions and exchange rate volatility.
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