Very confident tone from #HanmiSemiconductors regarding their position at all three #HBM suppliers and #HBM4 market share:
🔸Sales from overseas customers are expected to 2x+ sales from a specific domestic customer last year. Expect overseas sales to surpass domestic sales over the next 3 to 4 years🔸Confident they will receive all orders for HBM4; will monopolize HBM4 orders.🔸Preparing next-generation equipment such as fluxless bonding (shipments in '25) and hybrid bonding (launch in '27) without any issues.🔸Preparing to increase capacity to 45 UPM next year.🔸Hanmi produces both MR-MUF and TC-NCF types of equipment and ~70% are mass-produced on the same production line.$Micron Tech(MU.US) #SKynix $BESI $SECSource: Chips & Wafers
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