Dry strip equipment (global No.1)
PSK Inc
The global No.1 in plasma dry strip (photoresist removal). FY2025 revenue ₩457B. Supplies Samsung, SK hynix and Intel; demand grows with HBM and DDR5. Expanding into metal etch with a new product.
319660.KQ Updated Jul 12, 2026 6 AI consumers· 2 recurring
Per the valuechain.wiki graph, PSK Inc is directly linked to 3 companies (0 supply, 3 revenue relationships) and reaches 16 companies within two hops; the links are backed by 4 dated sources, 2 of them primary filings (as of 2026-07-12).
Financials & Segments
- Total revenue · FY2025 revenue ₩457B
- Customer concentration · Global No.1 in dry strip. Customers Samsung, SK hynix, Intel.
- Segments · Dry strip · Dry clean & metal etch
Revenue from
- Samsung Electronics High confidence· Revenue ₩457.2B · FY2025 · annual total revenue
The largest customer relationship — supplies dry-strip (PR removal) and dry-clean tools to Samsung, whose memory/foundry capacity cycle sets the amplitude of PSK's earnings. - SK hynix High confidence
Supplies dry-strip tools to SK hynix — HBM/DDR5 expansion adds process steps that lift strip-tool demand, a core growth axis. - Intel Medium confidence
Supplies dry-strip tools to Intel — revenue tied to Intel's foundry/logic capacity investment; as a mandatory single-step tool, a restart in Intel capex flows straight into demand.
Pays to
- components & modules (undisclosed) Low confidence
Outsources parts and modules for its tools (suppliers undisclosed) — as a tool integrator, component supply stability drives lead times and cost. - precision machining & metrology (undisclosed) Low confidence
Buys precision-machining and metrology modules (undisclosed) — key inputs that determine plasma-process precision, with dependence rising as specs tighten.
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 |
|---|---|---|---|---|---|---|---|
| Dell Technologies | lead2 | +51.2 | -26.6 | +95.9 | +53 | +11.2 | +320.2 |
| Lenovo | lead2 | -4.6 | -20.9 | +36.2 | +18.2 | -0.6 | +269.8 |
| Marvell | lead2 | +84.6 | -57.5 | +63.7 | +83.8 | -22.8 | +163.4 |
| AMD | lead2 | +56.9 | -55 | +127.6 | -18.1 | +77.3 | +123 |
| ASUSTeK Computer | lead2 | +35.5 | -12.9 | +72 | +41.1 | -14.1 | +119.8 |
| HP Inc. | lead2 | +57.2 | -26.4 | +16.1 | +12.1 | -28.7 | +50.7 |
| Everpure (formerly Pure Storage) | lead2 | +44 | -17.8 | +33.3 | +72.3 | +9.1 | +48.5 |
| NVIDIA | lead2 | +125.5 | -50.3 | +239 | +171.2 | +38.9 | +23.7 |
| Mercury Systems | lead2 | -37.5 | -18.7 | -18.3 | +14.8 | +73.8 | +12.9 |
| Alphabet (Google) | lead2 | +65.3 | -39.1 | +58.3 | +36 | +66 | +8.3 |
| Microsoft | lead2 | +52.5 | -28 | +58.2 | +12.9 | +15.6 | +4 |
| Broadcom | lead2 | +56.5 | -13.3 | +104.2 | +110.5 | +50.6 | +3.8 |
| Qualcomm | lead2 | +22.3 | -38.6 | +35.1 | +8.3 | +13.8 | +0.2 |
| Intel | lead1 | +6.1 | -46.6 | +94.6 | -59.6 | +84 | +159.6 |
| SK hynix | lead1 | -0.4 | -25.6 | +53.9 | +48.6 | +361.1 | +81.6 |
| Samsung Electronics | lead1 | -9 | -14.2 | +20.9 | -26.4 | +212.9 | +59.7 |
| PSK Inc | node | +22.7 | -19.6 | +14.2 | -2.6 | +228.2 | +105.7 |
YTD as of 2026-09-04 · source: Yahoo Finance
PSK Inc operates across Dry strip equipment (global No.1). It surged +228.2% in 2025 and +105.7% in 2026. The stock (+105.7%) and its demand side (avg +100.3%) are moving in step. Among connected nodes the furthest ahead is Intel (+159.6%) and the furthest behind is Samsung Electronics (+59.7%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. Expanding into metal etch with a new product.
Analysis generated from returns as of 2026-09-04Analyst ratings
Consensus: Buy 4 · Hold 0 · Sell 0 · Avg. target ₩151,000 · Price ₩126,500 (09-04) · Upside +19%
| Broker | Rating | Target | Published | |
|---|---|---|---|---|
| Hyundai Motor Securities | Buy | ₩194,000 | Jun 12, 2026 | Report ↗ |
| Hana Securities | Buy | ₩160,000 | Jun 5, 2026 | Report ↗ |
| Korea Investment & Securities | Buy | ₩120,000 | Apr 16, 2026 | Report ↗ |
| Daishin Securities | Buy | ₩130,000 | Apr 2, 2026 | Report ↗ |
Global capex and operating leverage drive record 2026 results (revenue KRW675.8bn +48%, OP KRW189bn +115%). Initiates Buy with a KRW194,000 target.
Analyses covering this node
- Target upside is a residual, not a signal: consensus writes down the chain after the fact Jul 10, 2026