Hanmi Semiconductor Stock: HBM and AI Equipment Leader, 2025 Investment Gem?
Hello, investment enthusiasts! Today, we’re diving into Hanmi Semiconductor Co Ltd (KOSPI:042700), a leader in HBM and AI semiconductor backend equipment. For 40-something beginners exploring stocks, Hanmi’s 10T won market cap, 2024 sales of 550.7B won, and TC bonder focus make it exciting. At 102,900 won in 2025, with HBM3E/4 and global orders, it shines. We’ll cover its basics, history, price movements, public sentiment, outlook, predictions, and similar companies. Ready to boost your portfolio?
1. What’s Hanmi Semiconductor?
Hanmi Semiconductor produces backend semiconductor equipment (dual TC bonders, vision placement) for SK Hynix, Micron, and TSMC. With a 10T won market cap, 2024 sales hit 550.7B won (+246.3%), with 247.4B won operating profit (+617.1%). Its HBM3E/4 TC bonders, global market leadership in vision placement, and Micron/China orders are key draws for new investors.
- Core Business: HBM TC bonders (50%), vision placement (30%), other equipment (20%).
- Key Stats: Q1 2025 sales 177.3B won (+90.6%), operating profit 91B won (+142.6%), HBM3E production.
- Global Reach: Asia 70%, North America 20%, Europe/others 10%.
- Highlights: HBM5 roadmap, TC bonder dominance, SK Hynix/Micron orders.
Hanmi Semiconductor is a global leader in AI semiconductor equipment!
2. Hanmi Semiconductor’s History
Founded in 1980, Hanmi Semiconductor targets the 2025 backend equipment market.
- 1980: Founded, developed wafer cutting equipment.
- 2001: Listed on KOSPI.
- 2015: Achieved global No.1 in vision placement.
- 2023: HBM3E TC bonder production, Micron orders.
- 2025: Q1 operating profit 91B won, HBM5 roadmap unveiled.
Hanmi Semiconductor is 2025’s HBM/AI titan!
3. Past Price Movements
Hanmi Semiconductor surged 50% in 2024 on HBM3E orders but faced corrections from Hanwha Semitech competition and earnings shock. HBM5 expectations drive a 2025 rebound. Here’s the 2025/07/04 snapshot:
- 2024 Low: 68,000 won (March).
- 2024 High: 137,000 won (June).
- 2025/07/04: 102,900 won, 10T won market cap, +7.64% in 1 month, 0.5M volume.
- 52-Week Range: 68,000~137,000 won, -25% from high, +51% from low.
- 7-Day Change: +1.5%, outperforming KOSPI (+1.3%).
Hanmi’s 2025 HBM/AI growth promises upside, but competition and market risks loom.
4. What People Think
Hanmi Semiconductor earns praise for HBM TC bonders and technology but faces concerns over Hanwha Semitech and China supply issues.
The Good
- Performance: Q1 2025 sales 177.3B won (+90.6%), operating profit 91B won (+142.6%).
- Community: “HBM equipment leader,” Micron/China order buzz.
- Analysts: Hana Securities target 130,000 won (+26%), Hyundai Motor 125,000 won (+21%).
- Upsides: HBM5 roadmap, TC bonder demand, 0.5% dividend yield.
The Bad
- Risks: Hanwha Semitech (SK Hynix contract), China supply disputes, net profit -21.3%.
- Volatility: +7.64% in 1 month, correction possible.
- Sentiment: “Competition and market impact” concerns.
- X Sentiment: “HBM5 optimism, Hanwha Semitech a hurdle”.
Investors see Hanmi as an HBM/AI growth stock but monitor competition.
5. Hanmi Semiconductor vs. Similar Companies
Hanmi Semiconductor competes in backend semiconductor equipment with:
- Wonik IPS: 4.5T won market cap, deposition/backend equipment.
- Techwing: 3.2T won market cap, test handlers.
- EO Technics: 2.8T won market cap, laser dicing equipment.
Hanmi stands out with HBM TC bonders but faces competition and market risks.
6. Global Context and Outlook
In July 2025, the backend semiconductor market sees AI and HBM demand amid competition and tariff challenges. Here’s what shapes Hanmi’s future:
Market and Policy
- Backend Market: $15B by 2030, HBM equipment $3B.
- Policy Risks: U.S. 25~30% tariffs, China localization, SK Hynix disputes.
- Upsides: HBM3E/4 production, Micron/TSMC orders, HBM5 roadmap.
Expert Forecasts
- 2025: 130,000 won (+26%), 963.2B won sales (+55.2%), 422.5B won operating profit (+64.5%).
- 2026: 60% TC bonder sales, 45% operating margin goal.
- 2030: 1.5T won sales, 20%+ ROE.
- Risks: Hanwha Semitech competition, market slowdown, raw material costs.
Risks
- Competition: Hanwha Semitech TC bonders, SK Hynix contract cuts.
- Market: AI chasm, 20% memory demand decline possible.
- Costs: HBM5 R&D, China supply costs.
7. My Take
Hanmi Semiconductor’s HBM3E/4 TC bonders, Micron/TSMC orders, and HBM5 roadmap offer strong growth potential. I predict a Q3 2025 price of 120,000 won, Q4 HBM5 optimism driving a 12T won market cap and 125,000 ~ 130,000 won. HBM/AI demand is the key driver.
Hanwha Semitech competition and China supply issues are risks. Try a 300,000 won/month small investment and 2-3 year hold, monitoring Hanmi’s updates (hanmisemi.com) and X news. Can Hanmi rule HBM equipment?
Wrap-Up
Hanmi Semiconductor battles Wonik IPS, Techwing, and EO Technics, leading HBM/AI innovation. What’s your take on Hanmi? Drop a comment! See you next post.
References
- finance.yahoo.com, hanmisemi.com, comp.fnguide.com, kr.investing.com, businesspost.co.kr
- X community posts
Investing involves risks. This post is for information only, not investment advice. Stocks are high-risk assets.
