{"slug":"jusung-engineering","name":"주성엔지니어링","name_en":"Jusung Engineering","ticker":"036930.KQ","updated_at":"2026-06-20T16:18:29.43933+00:00","canonical":"https://valuechain.wiki/jusung-engineering","kicker":"반도체·디스플레이 ALD 장비","kicker_en":"ALD equipment (semiconductor & display)","lead":"원자층증착(ALD) 장비 전문. FY2025 매출 1,334억원. SK하이닉스 차세대 D램용 하이-K ALD 장비를 전량 단독 수주했고, 삼성전자·디스플레이에도 증착 장비를 공급한다. HBM·D램 투자 확대가 수요를 견인.","lead_en":"An atomic-layer-deposition (ALD) equipment specialist. FY2025 revenue ₩133B. Won all next-generation high-k DRAM ALD orders from SK hynix and also supplies Samsung and display makers. HBM and DRAM capex drive demand.","segments":{"fy":2025,"parts":[{"desc":"ALD(하이-K, D램 커패시터)","name":"반도체 장비"},{"desc":"증착","name":"디스플레이·태양광 장비"}],"total":"FY2025 매출 ₩1,334억","source":"https://dart.fss.or.kr/dsae001/selectPopup.do?selectKey=00252135","concentration":"SK하이닉스 차세대 D램 ALD 전량 수주. 고객 SK·삼성·디스플레이."},"segments_en":{"parts":[{"desc":"ALD (high-k, DRAM capacitor)","name":"Semiconductor tools"},{"desc":"Deposition","name":"Display & solar tools"}],"total":"FY2025 revenue ₩133B","concentration":"Won all of SK hynix’s next-gen DRAM ALD orders. Customers SK, Samsung, display."},"edges":[{"direction":"revenue","counterparty":"SK하이닉스","counterparty_slug":"sk-hynix","confidence":"high","metric":{"type":"revenue","unit":"KRW","basis":"연결 총매출","value":133400000000,"period":"FY2025","basis_en":"consolidated total revenue"},"note":"SK하이닉스 차세대 D램용 하이-K ALD 장비를 전량 단독 수주.","note_en":"Won all of SK hynix’s next-gen high-k DRAM ALD orders (sole supplier).","sources":[{"stance":"confirms","publisher":"서울경제(영문)","publisher_en":"Seoul Economic Daily","kind":"news","lang":"en","published_at":"2026-06-11","url":"https://en.sedaily.com/finance/2026/06/11/semiconductor-equipment-stocks-surge-jusung-up-24-percent","title":"반도체 장비주 급등: 주성·원익IPS (삼성·SK 국내투자 확대)","title_en":"Semiconductor equipment stocks surge: Jusung, Wonik IPS on Samsung/SK domestic capex","excerpt":"삼성·SK 국내투자로 주성 장비주 +24%.","excerpt_en":"Jusung up 24% on Samsung/SK domestic capex."},{"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=00252135","title":"주성엔지니어링 사업보고서 (DART, 2025)","title_en":"Jusung Engineering annual report (DART, 2025)","excerpt":"FY2025 매출 1,334억원.","excerpt_en":"FY2025 revenue ₩133B."},{"stance":"confirms","publisher":"디일렉","publisher_en":"THE ELEC","kind":"news","lang":"ko","published_at":null,"url":"https://www.thelec.kr/news/articleView.html?idxno=11987","title":"주성엔지니어링, SK하이닉스 차세대 D램 ALD 장비 전량 수주","title_en":"Jusung wins all next-gen DRAM ALD orders from SK hynix","excerpt":"SK하이닉스 차세대 D램 ALD 장비 전량 단독 수주.","excerpt_en":"Won all next-gen DRAM ALD orders from SK hynix."}]},{"direction":"revenue","counterparty":"디스플레이·태양광","counterparty_slug":null,"confidence":"mid","metric":null,"note":"디스플레이·태양광 증착 장비 공급.","note_en":"Supplies display and solar deposition tools.","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=00252135","title":"주성엔지니어링 사업보고서 (DART, 2025)","title_en":"Jusung Engineering annual report (DART, 2025)","excerpt":"디스플레이·태양광 부문.","excerpt_en":"Display and solar segment."}]},{"direction":"revenue","counterparty":"삼성전자","counterparty_slug":"samsung-electronics","confidence":"mid","metric":null,"note":"삼성전자에 ALD 등 증착 장비 공급.","note_en":"Supplies ALD and other deposition tools to Samsung.","sources":[{"stance":"confirms","publisher":"시사저널e","publisher_en":"Sisa Journal e","kind":"news","lang":"ko","published_at":null,"url":"https://www.sisajournal-e.com/news/articleView.html?idxno=420473","title":"삼성·SK ALD 비중 늘자 주성엔지니어링 방긋","title_en":"Jusung gains as Samsung and SK raise ALD share","excerpt":"삼성·SK의 ALD 비중 확대로 주성 수혜.","excerpt_en":"Jusung benefits as Samsung and SK raise ALD share."}]},{"direction":"cost","counterparty":"부품·모듈 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"ALD 장비용 부품·모듈 외주(비공개).","note_en":"Outsources parts and modules for ALD tools (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=00252135","title":"주성엔지니어링 사업보고서 (DART, 2025)","title_en":"Jusung Engineering 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=00252135","title":"주성엔지니어링 사업보고서 (DART, 2025)","title_en":"Jusung Engineering annual report (DART, 2025)","excerpt":"사업보고서: 설비·모듈.","excerpt_en":"Annual report: equipment and modules."}]}]}