1. Nexteen’s KRW 6 Billion Contract: What Happened?

On September 18, 2025, Nexteen announced a KRW 6 billion supply contract for its Wafer Inspection System with BMVT. The contract period is approximately three months, from September 17 to December 31, 2025, and represents 5.24% of Nexteen’s 2024 revenue.

2. The Significance of the Contract: Why Does It Matter?

This contract signifies more than just increased sales; it validates Nexteen’s growth potential. The increased orders from the Chinese market demonstrate Nexteen’s global competitiveness and raise expectations for future contracts. Securing a new client also positively contributes to the diversification of Nexteen’s customer portfolio.

3. Market Impact and Investment Strategy: What Should Investors Do?

This contract is expected to positively impact Nexteen’s Q4 2025 earnings. However, as profitability details haven’t been disclosed, investors should pay close attention to future announcements. Continuously monitoring overall semiconductor market trends and competitive landscape changes is also crucial.

4. Key Checklist for Investors

  • Nexteen’s Future Earnings Announcements: Verify the profitability of this contract through Q4 earnings reports.
  • Potential for Additional Contracts: Monitor the possibility of further contracts, particularly in the Chinese market.
  • Semiconductor Market Trends: Continuously analyze Nexteen’s growth prospects in light of changes in the semiconductor industry.