Hanmi Semiconductor, Sangsangin sales 7,850billion won forecast and 2attention on quarterly results

Hanmi Semiconductor recorded an earnings shock in the quarter. The industry is watching whether 1quarter onward results will recover. The securities industry views TC bonder order performance as key to the recovery.2The securities industry views TC bonder order performance as key to the recovery.

Sangsangin Securities projected Hanmi Semiconductor's sales this year at 7,850billion won. The firm assumed that TC bonder orders would be fully reflected in sales starting in the quarter. The securities estimate is based on the timing of orders and shipments.2The securities estimate is based on the timing of orders and shipments.

Last year's sales were 5,767billion won. The securities firm estimated that this year's sales would increase by 36% year on year. The firm said the timing of orders and shipments is important for their reflection in results.

Operating profit was expected at 3,694hundred million won. Last year's operating profit was 2,514hundred million won. The securities firm said the improvement in earnings would come from an increased share of the highly profitable TC bonder.

The securities firm forecast a profit margin of 47%. Hanmi Semiconductor's TC bonder is used in HBM manufacturing. HBM is a type of memory used in AI accelerators for data centers.

Hanmi Semiconductor maintains a global market share ranking of 1place. The industry expects the full-scale 4 investment to lead to equipment demand. If the securities firm's estimate proves accurate, orders secured in the 2quarter will be reflected in revenue.

The industry believes the full-scale HBM4 investment will become visible after the 2quarter. The timing of when this trend leads to equipment orders and shipments will determine quarterly fluctuations in results. Related announcements and order disclosures are important materials for confirming the earnings trend.