AI · SEMICONDUCTOR · FACT CHECK

SKD WIRE

EN WIRE · 2026-10-30 11:24

Hanmi Semiconductor posts 908 billion won Q3 operating profit, exceeding 50% operating margin

True

Hanmi Semiconductor posts 908 billion won Q3 operating profit, exceeding 50% operating margin
Image source: 조사 출처

Hanmi Semiconductor recorded an operating profit of 908 billion won in the third quarter, with its operating profit margin surpassing the 50% mark, according to the company's disclosed quarterly results.

원문 주장 (KR)
한미반도체, 3분기 영업익 908억원… 영업이익률 50% 돌파

Strong profitability driven by HBM equipment demand

Hanmi Semiconductor, a key supplier of TC bonder equipment used in the production of high-bandwidth memory (HBM), reported the 908 billion won operating profit for the third quarter. The company's operating profit margin exceeded 50%, placing it among the most profitable players in the domestic semiconductor equipment sector.

The result reflects continued demand for the company's bonding equipment, which is used by memory makers to stack DRAM dies in HBM packages — a component in strong demand for AI accelerators. The company counts SK hynix among its major customers, and the expansion of HBM production capacity tied to AI semiconductor demand has underpinned equipment orders.

Quarter-by-quarter growth momentum

The Q3 figure maintains the company's trajectory of elevated profitability through the year. In August, the company had disclosed its interim results, and images of its bonder equipment and corporate materials published on its official website reflect the continuing commercialization of its Bonder 45 series line.

The operating margin above 50% is notable for an equipment manufacturer, where margins typically run considerably lower. The level of profitability indicates that Hanmi Semiconductor's high-margin bonding equipment sales have continued to make up a substantial share of revenue, even as the company broadens its product lineup.

Context in the AI equipment supply chain

Hanmi Semiconductor has positioned itself as one of the principal beneficiaries of the AI-driven investment cycle in Korean semiconductor equipment. Its TC bonders are integral to advanced HBM stacking processes used in GPUs and AI accelerators supplied by companies including Nvidia.

The company has also been expanding its business scope beyond memory bonding, including development work aimed at the power semiconductor and advanced packaging markets, as it seeks to reduce dependence on HBM-related orders over the long term.

The claim that Hanmi Semiconductor posted 908 billion won in third-quarter operating profit with an operating margin exceeding 50% is, on the basis of the company's disclosed figures, True.

Sources — primary documents (11)
  1. https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20261030800184
  2. https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20251114003005
  3. https://www.news1.kr/industry/general-industry/6337442
  4. https://www.ajunews.com/view/20261030095437865
  5. https://biz.chosun.com/it-science/ict/2026/10/30/JTI4NTTKHJHSPLF5BDK5PFKIWI/
  6. https://www.hanmisemi.com/image/sub/view_img_bonder45.png
  7. https://www.hanmisemi.com/image/main/ban03.png
  8. https://www.hanmisemi.com/data/editor/2608/7a7ac198305a71510359a980370dcce9_1787538974_82.png
  9. https://opendart.fss.or.kr/api/list.json
  10. https://m.dart.fss.or.kr
  11. https://dart.fss.or.kr/dsab007

KR: /news/20261030-2acdf7 · 판정: 사실