The stock trends of HANMI Semiconductor and Hanwha Vision, competing for equipment in the high-bandwidth memory (HBM) production equipment TC bonder market, change each time a public announcement comes out.
On the 16th, Hanwha Vision shares traded at 62,700 won in the after market at 4:20 p.m., up 5.3% (3,200 won) from the regular market closing price. At the same time, HANMI Semiconductor shares were traded at 89,600 won, down 2.1% (1,900 won) from the regular market closing price.
In the regular market that day, the situation was the opposite. HANMI Semiconductor's stock price jumped 11.72% (9,600 won) from the previous day's closing price. Hanwha Vision's stock price fell by 5.25% (3,300 won). The impact was significant due to rumors that HANMI Semiconductor was strengthening its collaboration with major customer SK hynix.
However, after the regular market closed, the atmosphere changed again as an order public announcement was made. It was announced that not only HANMI Semiconductor but also Hanwha Vision's subsidiary Hanwha Semitec signed a supply contract for HBM manufacturing equipment with SK hynix.
The contract amounts for the two companies were 42.8 billion won and 38.5 billion won, respectively. Considering the differences in value-added taxes (VAT) inclusion, SK hynix effectively placed half of the orders with each company. The contract period was also the same, running until July 1.
The competition between HANMI Semiconductor and Hanwha Vision is expected to continue for the time being. Both sides are engaged in legal battles, filing lawsuits for unfair competition and patent infringement.