Semiconductor equipment · HBM4 TC bonder
Hanwha Semitech
Hanwha Group's semiconductor-equipment affiliate (private; controlling shareholder Hanwha Vision). In 2025 it supplied 14 HBM thermocompression (TC) bonders to SK hynix, its first entry and the end of Hanmi Semiconductor's monopoly, with a second-generation hybrid bonder (SHB2 Nano) due to SK hynix in 1H 2026. In a patent dispute with Hanmi over HBM4 TC bonders, it is a new Korean entrant in HBM stacking bonding.
Updated Jul 12, 2026 4 AI consumers· 1 recurring
Per the valuechain.wiki graph, Hanwha Semitech is directly linked to 1 companies (0 supply, 1 revenue relationships) and reaches 7 companies within two hops; the links are backed by 7 dated sources, 0 of them primary filings (as of 2026-07-12).
Financials & Segments
- Segments · TC bonder
Revenue from
- SK hynix High confidence· Units 14대 · 2025 · HBM TC bonders supplied to SK
Supplied 14 HBM TC bonders to SK hynix (first entry). Second-gen hybrid bonder SHB2 Nano due to SK hynix in 1H 2026.Mentions KO SK Securities, Korea Investment (est.) Published Jun 11, 2026: HBM4 TC-bonder race — SK's 2026 purchases est. ~70 units (SK Securities, KIS); Hanmi and Hanwha Semitech orders resumeConfirms KO ZDNet Korea Published Jun 10, 2026: Hanwha Semitech to supply HBM4 TC bonders to SK hynixMentions KO Dealsite Published Jun 10, 2026: SK hynix reorders existing tools; concern that Hanwha Semitech's HBM4 influence narrowsConfirms KO TheElec Published Mar 20, 2026: Hanwha Semitech close to supplying hybrid bonders to SK hynix
Pays to
- bonding heads & thermocompression parts (undisclosed) Low confidence
Outsources bonding heads and thermocompression heating/pressing parts (undisclosed).Mentions KO TheElec Published Mar 20, 2026: Hanwha Semitech close to supplying hybrid bonders to SK hynix - precision motion & alignment optical modules (undisclosed) Low confidence
Buys precision motion stages and alignment optics for TC bonders (undisclosed).Mentions KO TheElec Published Mar 20, 2026: Hanwha Semitech close to supplying hybrid bonders to SK hynix
Investors
- Hanwha Group High confidence
Hanwha Semitech is Hanwha Group’s chip-equipment affiliate. - 한화비전 (Hanwha Vision) High confidence
Hanwha Semitech's controlling shareholder is Hanwha Vision, a holding company spun off from Hanwha Aerospace in 2024 that owns industrial-equipment units including Hanwha Semitech. It is not controlled directly by Hanwha Aerospace.Confirms KO ZDNet Korea Published Jun 10, 2026: Hanwha Semitech to supply HBM4 TC bonders to SK hynix
Value-chain ripple (2 tiers)
Following node-to-node links up to 2 tiers; each firm is shown once, at its nearest tier.
| Company | Chain | '21 | '22 | '23 | '24 | '25 | YTD |
|---|---|---|---|---|---|---|---|
| Marvell | lead2 | +84.6 | -57.5 | +63.7 | +83.8 | -22.8 | +177.8 |
| AMD | lead2 | +56.9 | -55 | +127.6 | -18.1 | +77.3 | +160.5 |
| Everpure (formerly Pure Storage) | lead2 | +44 | -17.8 | +33.3 | +72.3 | +9.1 | +18.4 |
| Broadcom | lead2 | +56.5 | -13.3 | +104.2 | +110.5 | +50.6 | +16 |
| Alphabet (Google) | lead2 | +65.3 | -39.1 | +58.3 | +36 | +66 | +14.3 |
| NVIDIA | lead2 | +125.5 | -50.3 | +239 | +171.2 | +38.9 | +13.3 |
| SK hynix | lead1 | -0.4 | -25.6 | +53.9 | +48.6 | +361.1 | +140.3 |
| Hanwha Semitech | node | · | · | · | · | · | · |
A back-end equipment maker (TC bonders for HBM4; returns not tracked due to limited listing data). A late-beneficiary structure as its AI-server and memory customers (Wiwynn +333%, Marvell +263%, Nebius) surge first and HBM stacking-bonder demand follows. As HBM layer counts rise, bonding precision and tool-replacement demand grow, a Korean back-end equipment axis competing with Hanmi Semiconductor.
Analysis generated from returns as of 2026-06-23