{"slug":"hpsp","name":"HPSP","name_en":"HPSP","ticker":"403870.KQ","updated_at":"2026-06-21T00:55:54.091338+00:00","canonical":"https://valuechain.wiki/hpsp","kicker":"고압 어닐링 장비 (세계 독점)","kicker_en":"High-pressure annealing tools (sole global supplier)","lead":"고압 수소 어닐링 장비를 세계에서 유일하게 공급한다(경쟁 제품 없음, 특허 30여 건). FY2025 매출 1,730억원. TSMC·인텔·삼성전자·SK하이닉스 등 20여 글로벌 반도체사가 2nm·GAA·HBM 공정에 필수로 쓰며, 소자 구동전류를 최대 15% 높인다. 하이브리드 본딩용 어닐링 장비도 개발 중.","lead_en":"The world’s only supplier of high-pressure hydrogen annealing tools (no competing product; 30+ patents). FY2025 revenue ₩173B. About 20 global chipmakers — TSMC, Intel, Samsung, SK hynix — rely on it for 2nm/GAA/HBM processes; it raises device drive current by up to 15%. Also developing annealing tools for hybrid bonding.","segments":{"fy":2025,"parts":[{"desc":"고압 수소/중수소 열처리 (세계 독점)","name":"고압 어닐링 장비"},{"desc":"소모품·유지보수","name":"부품·서비스"}],"total":"FY2025 매출 ₩1,730억","source":"https://dart.fss.or.kr/dsae001/selectPopup.do?selectKey=01288827","concentration":"세계 유일 고압 어닐링. 고객 TSMC·인텔·삼성·SK 등 20+. 경쟁 제품 없음."},"segments_en":{"parts":[{"desc":"High-pressure H2/D2 anneal (sole global supplier)","name":"High-pressure annealing tools"},{"desc":"Consumables, maintenance","name":"Parts & service"}],"total":"FY2025 revenue ₩173B","concentration":"World’s only high-pressure annealing. Customers TSMC, Intel, Samsung, SK and 20+ others. No competing product."},"edges":[{"direction":"revenue","counterparty":"TSMC","counterparty_slug":"tsmc","confidence":"high","metric":{"type":"revenue","unit":"KRW","basis":"연간 총매출","value":173000000000,"period":"FY2025","basis_en":"annual total revenue"},"note":"TSMC에 고압 수소 어닐링 장비 공급(2nm·GAA·HBM 결함 제거).","note_en":"Supplies high-pressure hydrogen annealing tools to TSMC (defect cure for 2nm/GAA/HBM).","sources":[{"stance":"confirms","publisher":"금융감독원 전자공시(DART)","publisher_en":"DART (Korea FSS)","kind":"filing","lang":"ko","published_at":"2026-03-20","url":"https://dart.fss.or.kr/dsae001/selectPopup.do?selectKey=01288827","title":"HPSP 사업보고서 (DART, 2025)","title_en":"HPSP annual report (DART, 2025)","excerpt":"FY2025 매출 1,730억원.","excerpt_en":"FY2025 revenue ₩173B."},{"stance":"confirms","publisher":"한국경제","publisher_en":"Korea Economic Daily","kind":"news","lang":"ko","published_at":"2025-07-13","url":"https://www.hankyung.com/article/2025071351421","title":"초미세 공정 판 바꾼 K기술…HPSP 고압수소장비 독점","title_en":"HPSP holds a monopoly in high-pressure hydrogen annealing","excerpt":"HPSP가 고압 수소 어닐링 장비를 세계 유일 공급(경쟁 제품 없음).","excerpt_en":"HPSP is the sole global supplier of high-pressure hydrogen annealing tools."},{"stance":"confirms","publisher":"블로터","publisher_en":"Bloter","kind":"news","lang":"ko","published_at":null,"url":"https://www.bloter.net/news/articleView.html?idxno=615151","title":"삼성·SK도 줄서는 HPSP, 메모리로 성장 가속","title_en":"Samsung and SK queue for HPSP as it accelerates into memory","excerpt":"삼성·SK가 HPSP 장비 도입에 줄을 섬.","excerpt_en":"Samsung and SK queue to adopt HPSP tools."},{"stance":"confirms","publisher":"Komachine","publisher_en":"Komachine","kind":"reference","lang":"en","published_at":null,"url":"https://www.komachine.com/en/companies/hpsp","title":"HPSP — 고압 수소 어닐링 세계 유일 공급사","title_en":"HPSP — world’s sole high-pressure hydrogen annealing supplier","excerpt":"HPSP는 고압 수소 어닐링(HPA)·산화(HPO) 장비를 세계 유일 공급(GENI-SYS).","excerpt_en":"HPSP is the world’s sole supplier of high-pressure hydrogen annealing (HPA) and oxidation (HPO) tools (GENI-SYS)."}]},{"direction":"revenue","counterparty":"SK하이닉스","counterparty_slug":"sk-hynix","confidence":"high","metric":null,"note":"SK하이닉스에 고압 수소 어닐링 장비 공급(2nm·GAA·HBM 결함 제거).","note_en":"Supplies high-pressure hydrogen annealing tools to SK하이닉스 (defect cure for 2nm/GAA/HBM).","sources":[{"stance":"confirms","publisher":"한국경제","publisher_en":"Korea Economic Daily","kind":"news","lang":"ko","published_at":"2025-07-13","url":"https://www.hankyung.com/article/2025071351421","title":"초미세 공정 판 바꾼 K기술…HPSP 고압수소장비 독점","title_en":"HPSP holds a monopoly in high-pressure hydrogen annealing","excerpt":"HPSP가 고압 수소 어닐링 장비를 세계 유일 공급(경쟁 제품 없음).","excerpt_en":"HPSP is the sole global supplier of high-pressure hydrogen annealing tools."},{"stance":"confirms","publisher":"블로터","publisher_en":"Bloter","kind":"news","lang":"ko","published_at":null,"url":"https://www.bloter.net/news/articleView.html?idxno=615151","title":"삼성·SK도 줄서는 HPSP, 메모리로 성장 가속","title_en":"Samsung and SK queue for HPSP as it accelerates into memory","excerpt":"삼성·SK가 HPSP 장비 도입에 줄을 섬.","excerpt_en":"Samsung and SK queue to adopt HPSP tools."}]},{"direction":"revenue","counterparty":"Intel","counterparty_slug":"intel","confidence":"high","metric":null,"note":"Intel에 고압 수소 어닐링 장비 공급(2nm·GAA·HBM 결함 제거).","note_en":"Supplies high-pressure hydrogen annealing tools to Intel (defect cure for 2nm/GAA/HBM).","sources":[{"stance":"confirms","publisher":"한국경제","publisher_en":"Korea Economic Daily","kind":"news","lang":"ko","published_at":"2025-07-13","url":"https://www.hankyung.com/article/2025071351421","title":"초미세 공정 판 바꾼 K기술…HPSP 고압수소장비 독점","title_en":"HPSP holds a monopoly in high-pressure hydrogen annealing","excerpt":"HPSP가 고압 수소 어닐링 장비를 세계 유일 공급(경쟁 제품 없음).","excerpt_en":"HPSP is the sole global supplier of high-pressure hydrogen annealing tools."},{"stance":"confirms","publisher":"블로터","publisher_en":"Bloter","kind":"news","lang":"ko","published_at":null,"url":"https://www.bloter.net/news/articleView.html?idxno=615151","title":"삼성·SK도 줄서는 HPSP, 메모리로 성장 가속","title_en":"Samsung and SK queue for HPSP as it accelerates into memory","excerpt":"삼성·SK가 HPSP 장비 도입에 줄을 섬.","excerpt_en":"Samsung and SK queue to adopt HPSP tools."}]},{"direction":"revenue","counterparty":"삼성전자","counterparty_slug":"samsung-electronics","confidence":"high","metric":null,"note":"Samsung Electronics에 고압 수소 어닐링 장비 공급(2nm·GAA·HBM 결함 제거).","note_en":"Supplies high-pressure hydrogen annealing tools to Samsung Electronics (defect cure for 2nm/GAA/HBM).","sources":[{"stance":"confirms","publisher":"한국경제","publisher_en":"Korea Economic Daily","kind":"news","lang":"ko","published_at":"2025-07-13","url":"https://www.hankyung.com/article/2025071351421","title":"초미세 공정 판 바꾼 K기술…HPSP 고압수소장비 독점","title_en":"HPSP holds a monopoly in high-pressure hydrogen annealing","excerpt":"HPSP가 고압 수소 어닐링 장비를 세계 유일 공급(경쟁 제품 없음).","excerpt_en":"HPSP is the sole global supplier of high-pressure hydrogen annealing tools."},{"stance":"confirms","publisher":"블로터","publisher_en":"Bloter","kind":"news","lang":"ko","published_at":null,"url":"https://www.bloter.net/news/articleView.html?idxno=615151","title":"삼성·SK도 줄서는 HPSP, 메모리로 성장 가속","title_en":"Samsung and SK queue for HPSP as it accelerates into memory","excerpt":"삼성·SK가 HPSP 장비 도입에 줄을 섬.","excerpt_en":"Samsung and SK queue to adopt HPSP tools."}]},{"direction":"cost","counterparty":"부품·챔버 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"고압 챔버·부품 외주(공급사 비공개).","note_en":"Outsources high-pressure chambers and parts (suppliers undisclosed).","sources":[{"stance":"mentions","publisher":"금융감독원 전자공시(DART)","publisher_en":"DART (Korea FSS)","kind":"filing","lang":"ko","published_at":"2026-03-20","url":"https://dart.fss.or.kr/dsae001/selectPopup.do?selectKey=01288827","title":"HPSP 사업보고서 (DART, 2025)","title_en":"HPSP annual report (DART, 2025)","excerpt":"사업보고서: 부품 조달.","excerpt_en":"Annual report: parts procurement."}]},{"direction":"cost","counterparty":"정밀 가공·계측 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"정밀 가공·계측 모듈 매입(비공개).","note_en":"Buys precision machining and metrology modules (undisclosed).","sources":[{"stance":"mentions","publisher":"금융감독원 전자공시(DART)","publisher_en":"DART (Korea FSS)","kind":"filing","lang":"ko","published_at":"2026-03-20","url":"https://dart.fss.or.kr/dsae001/selectPopup.do?selectKey=01288827","title":"HPSP 사업보고서 (DART, 2025)","title_en":"HPSP annual report (DART, 2025)","excerpt":"사업보고서: 설비.","excerpt_en":"Annual report: equipment."}]}]}