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Hanmi Semiconductor wins 24.48 bln won equipment order from Samsung Electro-Mechanics
Versión 3: Additional outlets have filled in the contract period to December 17 next year, the order's 4.24% share of last year's revenue, Samsung Electro-Mechanics' 6.78 trillion won AI substrate investment in Sejong and Vietnam that the equipment supports, and new MSVP sales figures, while the outlets now differ on whether the patent lawsuit began in 2011 or 2012.
En breve
Hanmi Semiconductor disclosed a 24.48 billion won order from Samsung Electro-Mechanics for its Micro Saw & Vision Placement (MSVP) semiconductor back-end equipment, with Newsis reporting the deal in its headline as about 24.5 billion won. Hankook Ilbo said the contract runs until December 17 next year and equals 4.24% of Hanmi's revenue last year, and the Seoul Economic Daily linked the order to Samsung Electro-Mechanics' 6.78 trillion won AI substrate expansion in Sejong and Vietnam. The two companies had been split by a patent lawsuit that outlets date to either 2011 or 2012, and Chairman Kwak Dong-shin said the company welcomes Samsung Group business.
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Hanmi Semiconductor disclosed a contract to supply Samsung Electro-Mechanics with 24.48 billion won of semiconductor back-end equipment, according to Yonhap, ZDNet Korea, Chosun Ilbo, Bloter, Electronic Times, Hankook Ilbo and the Seoul Economic Daily. Newsis reported the deal in its headline as a supply contract worth about 24.5 billion won. Chosun Ilbo and the Seoul Economic Daily described the equipment as gear for making AI semiconductor substrates, and ZDNet Korea said it is the first time Hanmi has won a large-scale order from Samsung Electro-Mechanics. [ 2 , 3 , 4 , 5 , 7 , 8 , 9 ]
The equipment is the Micro Saw & Vision Placement, or MSVP. Yonhap, ZDNet Korea, Bloter, Electronic Times and Hankook Ilbo said it combines a Micro Saw that precisely cuts semiconductor packages with a vision placement unit that washes, dries, inspects, sorts and loads them. Those outlets said it is used for DRAM, NAND flash and high-bandwidth memory as well as system semiconductors, printed circuit boards and glass substrates. [ 2 , 3 , 5 , 7 , 8 , 9 ]
Hankook Ilbo said the contract amount equals 4.24% of Hanmi's revenue last year and that the contract period runs until December 17 next year. Hankook Ilbo and the Seoul Economic Daily tied the order to Samsung Electro-Mechanics' 6.78 trillion won investment in AI substrate capacity, announced last month, comprising 4.27 trillion won at its Sejong site and 2.51 trillion won at its Vietnam unit; Hankook Ilbo said it is the company's largest-ever investment in a single product. The Seoul Economic Daily said the MSVP equipment will be deployed mainly at the Sejong and Vietnam substrate plants and that existing equipment will also be upgraded. [ 8 , 9 ]
Hanmi said it will prioritize meeting delivery deadlines and installation and setup quality so that Samsung Electro-Mechanics' production schedule is not disrupted, and will assign dedicated after-sales staff and vehicles to respond quickly to customer requests. Chairman Kwak Dong-shin said the company welcomes Samsung Group, treats customer satisfaction as its top value and will concentrate its capabilities on providing the core value customers need. [ 2 , 3 , 5 , 7 ]
The order follows a patent dispute between the two sides. Yonhap and the Seoul Economic Daily said Hanmi sued Samsung Electronics' equipment subsidiary in 2012 and won, after which transactions with Samsung Group were limited to small volumes; Hankook Ilbo said the suit was filed in 2011 against SECRON, now SEMES, and that a court the following year found two SECRON machines infringed some Hanmi patents, banning their production and sale and ordering about 218 million won in compensation. SECRON was later merged into SEMES. Hankook Ilbo said Hanmi grew around SK Hynix to become the world's largest maker of thermal compression bonders for HBM, while Samsung used equipment from other suppliers. [ 2 , 6 , 8 , 9 ]
Hanmi has said it launched its first-generation vision placement product in 1998 and localized its own Micro Saw brand in 2021 after previously buying saw equipment from Japan's DISCO, a shift Bloter linked to Japanese export restrictions from 2019. Electronic Times reported that Hanmi's cumulative MSVP sales from January to August already exceeded last year's annual total, that annual volume is expected to top 200 units this year, more than double last year, and that it is projected to rise to about 350 units next year. The Seoul Economic Daily said MSVP's share of Hanmi's revenue grew 1.8 times last year compared with the year before. [ 3 , 5 , 7 , 9 ]
Por qué importa
The order is an unusually large Samsung Group contract for Hanmi Semiconductor, whose transactions with Samsung Group had fallen sharply after a patent dispute, according to Yonhap and the Seoul Economic Daily. The equipment is used in back-end packaging for DRAM, NAND flash and high-bandwidth memory and, per Chosun Ilbo and the Seoul Economic Daily, in AI semiconductor substrate production, tying the deal to memory and substrate supply chains that are being expanded for AI demand.
Datos clave
- Hanmi Semiconductor disclosed an order from Samsung Electro-Mechanics for equipment worth 24.48 billion won, according to Yonhap, ZDNet Korea, Chosun Ilbo, Bloter, Electronic Times, Hankook Ilbo and the Seoul Economic Daily. [ 2 , 3 , 4 , 5 , 7 , 8 , 9 ]
- Newsis reported the deal in its headline as a supply contract worth about 24.5 billion won; its article text concerns an unrelated police investigation. [ 1 ]
- The equipment is the Micro Saw & Vision Placement (MSVP), which combines a Micro Saw that precisely cuts semiconductor packages with a vision placement unit that washes, dries, inspects, sorts and loads them. [ 2 , 3 , 5 , 7 , 8 , 9 ]
- Yonhap, ZDNet Korea, Bloter, Electronic Times and Hankook Ilbo said MSVP is used for DRAM, NAND flash, high-bandwidth memory, system semiconductors, printed circuit boards and glass substrates. [ 2 , 3 , 5 , 7 , 8 ]
- Hankook Ilbo said the contract amount equals 4.24% of Hanmi's revenue last year and that the contract period runs until December 17 next year. [ 8 ]
- Samsung Electro-Mechanics' new equipment is tied to its 6.78 trillion won investment in AI substrate production, comprising 4.27 trillion won at its Sejong site and 2.51 trillion won at its Vietnam unit, announced last month, according to Hankook Ilbo and the Seoul Economic Daily. [ 8 , 9 ]
- Hanmi said it will prioritize meeting delivery deadlines and installation and setup quality and will assign dedicated after-sales staff and vehicles to Samsung Electro-Mechanics. [ 2 , 3 , 5 , 7 ]
- Chairman Kwak Dong-shin said the company welcomes Samsung Group and will treat customer satisfaction as its top value. [ 2 , 3 , 5 , 7 , 8 , 9 ]
Confirmado por varias fuentes
- Hanmi Semiconductor disclosed a contract with Samsung Electro-Mechanics for semiconductor equipment worth 24.48 billion won. [ 2 , 3 , 4 , 5 , 7 , 8 , 9 ]
- The equipment ordered is the Micro Saw & Vision Placement (MSVP), which combines a micro saw that cuts semiconductor packages with a vision placement unit that washes, dries, inspects, sorts and loads them. [ 2 , 3 , 5 , 7 , 8 , 9 ]
- Hanmi said it will manage delivery deadlines and installation and setup quality as a priority and assign dedicated after-sales staff and vehicles to Samsung Electro-Mechanics. [ 2 , 3 , 5 , 7 ]
- Chairman Kwak Dong-shin said the company welcomes Samsung Group and will focus on customer satisfaction. [ 2 , 3 , 5 , 7 , 8 , 9 ]
- Hanmi Semiconductor localized its own saw brand, Micro Saw, in 2021 after previously relying on Japanese saw equipment, and MSVP later became a main product. [ 2 , 3 , 5 , 7 , 9 ]
- Hanmi's transactions with Samsung Group had decreased after a patent lawsuit against a Samsung Electronics equipment subsidiary; Yonhap, Chosun Ilbo, Hankook Ilbo and the Seoul Economic Daily described the new order as a large contract. [ 2 , 6 , 8 , 9 ]
Aún sin aclarar
- The exact contract value. Yonhap, ZDNet Korea, Chosun Ilbo, Bloter, Electronic Times, Hankook Ilbo and the Seoul Economic Daily give 24.48 billion won, while Newsis reports about 24.5 billion won, a rounding difference between outlets.
- The year the patent lawsuit began. Yonhap and the Seoul Economic Daily say the suit was filed in 2012, while Hankook Ilbo says Hanmi filed it in 2011 and that a court ruled the following year.
- Whether the equipment is specifically for AI semiconductor substrate production. Chosun Ilbo and the Seoul Economic Daily describe it as AI substrate equipment, while Yonhap, ZDNet Korea, Bloter, Electronic Times and Hankook Ilbo list broader uses including DRAM, NAND flash, HBM, system semiconductors, PCBs and glass substrates.
- The delivery schedule and how much of the Samsung Electro-Mechanics order funds new capacity versus upgrades. Only Hankook Ilbo gives a contract period, to December 17 next year; the Seoul Economic Daily says the equipment will mainly go to the Sejong and Vietnam plants and that existing equipment will be upgraded, but no document sets out delivery dates.
- Whether the order marks a broader recovery in Hanmi's business with Samsung Group. Yonhap and Chosun Ilbo say past Samsung Group transactions had dropped and the Seoul Economic Daily calls the deal unusual, but no document gives forward guidance beyond this contract.
- Details of the contract in the Newsis report. The Newsis document's headline refers to the supply contract, but its article text concerns a police investigation into hacking at financial companies rather than this event.
Qué dicen los medios locales
Cronología, hora local
- Newsis reports in its headline a supply contract between Hanmi Semiconductor and Samsung Electro-Mechanics worth about 24.5 billion won. [ 1 ]
- Yonhap reports the 24.48 billion won MSVP disclosure, the background on reduced Samsung Group business and chairman Kwak Dong-shin's comments. [ 2 ]
- ZDNet Korea reports the order and says it is Hanmi's first large-scale order from Samsung Electro-Mechanics. [ 3 ]
- Chosun Ilbo reports the 24.48 billion won contract, describing the equipment as large-area MSVP for AI semiconductor substrates. [ 4 ]
- Bloter reports the order as an expansion of cooperation between the two companies. [ 5 ]
- Chosun Ilbo reports the 245 billion won order and notes that Samsung Group transactions had fallen since the patent lawsuit. [ 6 ]
- Electronic Times reports the MSVP supply contract and says Hanmi's January-August MSVP sales already exceeded last year's annual total. [ 7 ]
- Hankook Ilbo reports the order and adds the contract period to December 17 next year and Samsung Electro-Mechanics' 6.78 trillion won substrate investment. [ 8 ]
- The Seoul Economic Daily reports the deal as unusual after the patent dispute and says the equipment will go mainly to the Sejong and Vietnam substrate plants. [ 9 ]