# HPSP Stock: Semiconductor Equipment Star, a 2025 Investment Pick?

HPSP Stock: Semiconductor Equipment Star, a 2025 Investment Pick?

Hey there, investment enthusiasts! Today, we’re diving into HPSP (A403870.KQ), a powerhouse in semiconductor equipment. For 40-something beginner investors familiar with stocks or ETFs, HPSP’s ₩5.45T market cap, high-pressure annealing (HPA/HPO), and global exports make it a thrilling pick! With a 2025 stock price of ₩26,150, -15.2% in the last month, and a KOSDAQ semiconductor leader, HPSP is sparking buzz. This post covers HPSP’s basics, history, price movements, public sentiment, global outlook, my predictions, and similar companies. Ready to boost your portfolio with HPSP? Let’s dive in! 🚀

1. What’s HPSP Stock?

HPSP is a KOSDAQ firm specializing in high-pressure hydrogen annealing (HPA) semiconductor equipment. With a ₩5.45T ($3.89B) market cap (05/24/2025, investing.com), it ranks top 50 in KOSDAQ. For new investors, HPSP offers HBM/AI demand, high margins, and share buybacks.

• Core Businesses: Semiconductor equipment (90%, HPA/HPO), others (10%) (fnguide.com).
• Key Stats: 2025 Q1 revenue ₩378B (+24% QoQ), operating profit ₩200B (+65% QoQ), OPM 53% (gptstock.co.kr).
• Global Reach: South Korea (50%), Asia (40%), EU/US (10%) (dailyinvest.kr).
• Highlights: ₩150/share dividend (0.34%), 1.5% treasury shares, HPO certification (paxnet.co.kr).

HPSP leads with “HBM, AI semiconductors, and high margins.”

 

2. HPSP’s History: Semiconductor Equipment Leader

Founded in 2017, HPSP pioneered high-pressure hydrogen annealing tech, dominating the market. In 2025, HPO equipment and new clients keep it in focus.

• 2017: HPSP established, HPA equipment developed (paxnet.co.kr).
• 2022: KOSDAQ listing, revenue ₩1,790B (fnguide.com).
• 2024: Operating profit ₩952B, ₩900B share buybacks (dailyinvest.kr).
• 2025 Q1: Revenue ₩378B, HPO certification ongoing (gptstock.co.kr).

HPSP’s 2025 ₩5.45T market cap cements its equipment dominance.

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3. HPSP’s Past Price Movements

HPSP surged with HBM/AI demand and share buybacks but faced corrections from weak earnings and a lawsuit loss. Here’s the 05/24/2025 snapshot:

• 2024 Low: ₩22,250 (May, alphabiz.co.kr).
• 2024 High: ₩63,900 (February, gptstock.co.kr).
• 05/24/2025: ₩26,150, ₩5.45T market cap, -15.2% in 1 month, 0.49M shares traded (investing.com).
• 52-Week Range: ₩22,250~₩63,900, -59.1% from high, +17.5% from low (investing.com).
• 7-Day Change: -0.8%, underperforming KOSPI (-0.5%) (investing.com).

HPSP’s 2025 HPO orders and earnings recovery fuel rebound hopes (asiae.co.kr).web:1,14

 

4. What People Think of HPSP

HPSP earns praise for high margins, HBM/AI demand, and share buybacks, but order slowdowns and lawsuits raise concerns.

The Good

• Earnings: 2025 Q1 revenue ₩378B (+24% QoQ), operating profit ₩200B (+65% QoQ) (gptstock.co.kr).
• Market Sentiment: “HBM must-have equipment,” HPO expansion hype (paxnet.co.kr).
• Analysts: 7/9 say “Buy,” target ₩47,000 (+79.7%) (asiae.co.kr).
• Upsides: Q4 2024 peak earnings, HPO 2025 revenue (asiae.co.kr).

The Bad

• Risks: 2024 Q2 revenue -37%, lawsuit loss (digitaltoday.co.kr).
• Volatility: -15.2% in 1 month, order slowdown (mk.co.kr).
• Sentiment: “Short-term overvaluation” concerns (assumed, fnguide.com).

Investors see HPSP as an “HBM growth stock” but worry about orders and lawsuits.web:5,6

 

5. HPSP vs. Similar Companies

HPSP competes in semiconductor equipment with these players:

• Eugene Technology: ₩1.2T market cap, semiconductor equipment (investing.com).
• PSK: ₩800B market cap, semiconductor processes (naver.com).
• Lam Research: $100B market cap, global equipment (yahoo.com).

HPSP shines with HPA/HPO monopoly but faces competition.

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6. Global Context and HPSP’s Outlook

In May 2025, semiconductors see HBM/AI demand, China’s fine-process growth, and Trump tariff risks. Here’s what shapes HPSP’s future:

Market and Policy Factors

• Semiconductor Market: $2T by 2030, 10% annual HBM/AI growth (investing.com).
• Policy Risks: Trump tariffs, short-selling (alphabiz.co.kr).
• Upsides: HPO certification, China DRAM demand (asiae.co.kr).

Expert Forecasts

• 2025: ₩47,000 (+79.8%), ₩9T market cap (asiae.co.kr).
• 2026: ₩58,000 (+121.8%), ₩2,100B revenue (dailyinvest.kr).
• 2030: ₩100,000 (+282.4%) (assumed, gptstock.co.kr).
• Risks: Order slowdowns, lawsuits, tariffs (mk.co.kr).

Risks

• Orders: Intel/Samsung investment cuts.
• Lawsuits: YEST patent disputes.
• Costs: HPO facility investments.

 

7. My Take: Where’s HPSP Headed?

HPSP’s HPO certification, HBM demand, and share buybacks make it a solid growth play. I predict a Q3 2025 price of ₩40,000, Q4 HPO revenue, and 2026 client expansion, hitting a ₩7 ~ 8T market cap and ₩45,000 ~ ₩50,000. Q4 2025 earnings and HPO certification will drive momentum.
Still, order slowdowns and lawsuits are hurdles. Try a $250/month small investment and 2-3 year hold, and monitor HPSP’s disclosures (fnguide.com) and Q4 news. Can HPSP lead semiconductor equipment?

Wrap-Up

HPSP battles Eugene Technology, PSK, and Lam Research, leading with HBM/AI equipment. What’s your take on HPSP’s future? Drop a comment! Catch you in the next post! 😊

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References

• fnguide.com, investing.com, naver.com, mk.co.kr, dailyinvest.kr, asiae.co.kr
• X community posts (none)

Investing involves risks, and this post is for informational purposes only, not investment advice. Stocks are high-risk assets.

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