TESS (KOSDAQ:095610) IR Deep Dive | Semiconductor Equipment & DRAM Investment Points
TES is a company that operates core equipment businesses, including PECVD and Gas Phase Etch & Cleaning, with a focus on semiconductor front-end process equipment. In this video, we examine TES from an investor relations perspective, focusing on its business structure, competitiveness in semiconductor equipment, growth potential driven by increased investment in DRAM and NAND, and its new equipment lineup. Recently, the expansion of sales for DRAM-related equipment and the increased application of new process equipment, such as Low-k and BSD, have emerged as key points of interest. Let's summarize the growth potential of TES's semiconductor equipment and its future investment points.
TES 📌 Timestamps
00:00 - Intro and Company Overview
01:14 - Analysis of Recent Stock Price Trends and Supply & Demand
02:35 - Q2 Earnings Announcement and H2 Outlook
03:14 - TES Company Overview and Key Milestones
04:22 - Explanation of Major Product Lines: Deposition Equipment (CVD) and Etching Equipment
05:43 - Production Infrastructure Status
06:41 - R&D Investment and Certification Status
07:03 - Comparison with Major Clients and Global Competitors
08:08 - Detailed Technology by Product
09:30 - New Growth Drivers: ACL Deposition Equipment and Entry into the Power Semiconductor (SiC, GaN) Market
11:11 - Detailed Analysis of Q2 Business Performance
12:35 - Financial Soundness and Dividend Policy
13:41 - Future Outlook and Investment Strategy Recommendations
15:03 - Closing Remarks and Channel Subscription Guide
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