📈 Hanmi Semiconductor’s Stock Rises Amidst Conflict with SK Hynix 💔

Shares of Hanmi Semiconductor are on the rise today, amidst news highlighting a conflict with SK Hynix. Let’s dive into the details! 🧐

Current Market Status

As of 9:35 AM KST on July 17th, Hanmi Semiconductor’s stock (KOSPI) is trading at ₩65,200, showing a 0.62% increase from the previous trading day. Meanwhile, SK Hynix’s stock is down by 0.92% at ₩172,400. 📉

The Conflict Explained

Reports surfaced post-market close yesterday, indicating a rift between Hanmi Semiconductor and SK Hynix, despite their collaborative relationship since 2017. Hanmi Semiconductor has reportedly notified SK Hynix of a price increase for TC bonders (Thermal Compression Bonders) and has withdrawn its CS (Customer Service) personnel dispatched for equipment maintenance. 🛠️

Root Cause of the Dispute

The conflict stems from SK Hynix including Hanwha Semitech in its supply chain for TC bonder equipment, which is crucial for HBM (High Bandwidth Memory) production. TC bonders are used to vertically bond DRAM chips using heat and pressure and are essential for HBM manufacturing. Hanmi Semiconductor had been the exclusive supplier to SK Hynix. 😠

Notably, Hanwha Semitech is also involved in a patent infringement lawsuit filed by Hanmi Semiconductor regarding TC bonder technology. However, Hanmi Semiconductor has also been supplying TC bonders to Micron’s Taiwan factory since last year. 😮

In summary, while there’s tension, both companies are navigating the competitive landscape. Stay tuned for more updates! 👍