High-pressure annealing tools (sole global supplier)

HPSP

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.

403870.KQ Updated Jun 21, 2026 1 AI consumers

Money in ▸TSMC●Revenue ₩173B SK hynix●Intel●Samsung Electronics●

HPSPFY2025 revenue ₩173B

▸ Money out부품·챔버 (비공개)○정밀 가공·계측 (비공개)○

Financials & Segments

Total revenue · FY2025 revenue ₩173B
Customer concentration · World’s only high-pressure annealing. Customers TSMC, Intel, Samsung, SK and 20+ others. No competing product.
Segments · High-pressure annealing tools · Parts & service

Revenue from

TSMC High confidence· Revenue ₩173B · FY2025 · annual total revenue
Supplies high-pressure hydrogen annealing tools to TSMC (defect cure for 2nm/GAA/HBM).
Confirms KO DART (Korea FSS) Published Mar 20, 2026: "FY2025 revenue ₩173B."
Confirms KO Korea Economic Daily Published Jul 13, 2025: "HPSP is the sole global supplier of high-pressure hydrogen annealing tools."
Confirms KO Bloter Accessed Jun 21, 2026: "Samsung and SK queue to adopt HPSP tools."
Confirms EN Komachine Accessed Jun 21, 2026: "HPSP is the world’s sole supplier of high-pressure hydrogen annealing (HPA) and oxidation (HPO) tools (GENI-SYS)."
SK hynix High confidence
Supplies high-pressure hydrogen annealing tools to SK하이닉스 (defect cure for 2nm/GAA/HBM).
Confirms KO Korea Economic Daily Published Jul 13, 2025: "HPSP is the sole global supplier of high-pressure hydrogen annealing tools."
Confirms KO Bloter Accessed Jun 21, 2026: "Samsung and SK queue to adopt HPSP tools."
Intel High confidence
Supplies high-pressure hydrogen annealing tools to Intel (defect cure for 2nm/GAA/HBM).
Confirms KO Korea Economic Daily Published Jul 13, 2025: "HPSP is the sole global supplier of high-pressure hydrogen annealing tools."
Confirms KO Bloter Accessed Jun 21, 2026: "Samsung and SK queue to adopt HPSP tools."
Samsung Electronics High confidence
Supplies high-pressure hydrogen annealing tools to Samsung Electronics (defect cure for 2nm/GAA/HBM).
Confirms KO Korea Economic Daily Published Jul 13, 2025: "HPSP is the sole global supplier of high-pressure hydrogen annealing tools."
Confirms KO Bloter Accessed Jun 21, 2026: "Samsung and SK queue to adopt HPSP tools."

Pays to

부품·챔버 (비공개) Low confidence
Outsources high-pressure chambers and parts (suppliers undisclosed).
Mentions KO DART (Korea FSS) Published Mar 20, 2026: "Annual report: parts procurement."
정밀 가공·계측 (비공개) Low confidence
Buys precision machining and metrology modules (undisclosed).
Mentions KO DART (Korea FSS) Published Mar 20, 2026: "Annual report: equipment."

Value-chain ripple (tiers 2–3)

Following node-to-node links up to 3 tiers; each firm is shown once, at its nearest tier.

Leading firms (revenue chain)

T1 SK hynix, TSMC, Intel, Samsung Electronics
T2 Alphabet (Google), NVIDIA, AMD, Broadcom, Marvell, Apple, Meta Platforms, Amazon, Astera Labs, Qualcomm, Microsoft
T3 Arista Networks

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