KOSDAQ · Test consumables · Silicone-rubber test sockets
ISC
A specialist in silicone-rubber semiconductor test sockets, supplying Samsung, SK hynix and others for memory and logic test with a rubber-contact technology distinct from the pin type. Because sockets wear out and are replaced with test volume, recurring demand grows as HBM and memory testing rises. But with revenue concentrated in a few large customers like Samsung and SK, their test-investment cycles are the swing factor.
095340.KQ Updated Jul 12, 2026 5 AI consumers· 2 recurring
Per the valuechain.wiki graph, ISC is directly linked to 2 companies (0 supply, 2 revenue relationships) and reaches 9 companies within two hops; the links are backed by 3 dated sources, 1 of them primary filings (as of 2026-07-12).
Financials & Segments
- Total revenue · FY2025 revenue KRW 182.2bn, operating income KRW 47.7bn. Silicone-rubber sockets ~80% of revenue (~90% global share), plus pogo-pin/burn-in sockets and test-solution parts
- Segments · Silicone-rubber test sockets · Pogo-pin & burn-in sockets · Test-solution parts
Revenue from
- SK hynix High confidence
Supplies silicone-rubber test sockets to SK hynix — rising HBM/memory test volume flows directly into consumables-replacement demand. - Samsung Electronics High confidence
Supplies silicone-rubber test sockets to Samsung — a core consumables customer in memory and logic test.
Pays to
- raw materials (undisclosed) Low confidence
Raw materials for test sockets (undisclosed). - equipment & R&D (undisclosed) Low confidence
Production equipment and R&D (undisclosed).
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 |
| Qualcomm | lead2 | +22.3 | -38.6 | +35.1 | +8.3 | +13.8 | +11.7 |
| SK hynix | lead1 | -0.4 | -25.6 | +53.9 | +48.6 | +361.1 | +140.3 |
| Samsung Electronics | lead1 | -9 | -14.2 | +20.9 | -26.4 | +212.9 | +77.9 |
| ISC | node | +43.2 | +14.2 | +116.5 | -11.9 | +126.8 | +0.3 |
YTD as of 2026-07-10 · source: Yahoo Finance
A silicone-rubber semiconductor test-socket specialist that supplies consumables to Samsung and SK hynix test lines with a rubber-contact technology distinct from the pin type (e.g., Leeno). Because sockets wear out and are replaced with test volume, rising HBM and memory testing feeds recurring demand — the growth logic. Risks are concentration in a few large customers (Samsung, SK) and volatility that swings with test-investment cycles. Upstream on the graph the trigger is memory/HBM test volume at Samsung and SK hynix, and this node is the consumables beneficiary of that volume.
Analysis generated from returns as of 2026-07-10Analyst ratings
Consensus: Buy 2 · Hold 0 · Sell 0 · Avg. target ₩295,000 · Price ₩151,200 (07-10) · Upside +95%
| Broker | Rating | Target | Published | |
|---|---|---|---|---|
| Samsung Securities | Buy | ₩300,000 | Apr 28, 2026 | Report ↗ |
| iM Securities | Buy | ₩290,000 | Mar 30, 2026 | Report ↗ |
Q1 surprise (rev +115% YoY, OP KRW23.6bn, 34.6% margin); HBM/AI-CPU sales and rising SLT socket mix (60->70%) lift target to KRW300,000, BUY maintained.