Jusung Engineering H1 2025 Earnings: AI Chip Boom Drives Growth

Jusung Engineering reported a 29.7% YoY increase in revenue, reaching 199.6 billion KRW in H1 2025, fueled by the explosive demand for AI chips and subsequent surge in facility investments. Semiconductor manufacturing equipment, comprising 98.8% of their revenue, spearheaded this remarkable growth.

Future Growth Drivers: ALD/CVD Technology Leadership

Jusung Engineering holds a strong competitive edge with its world-class ALD technology, ranking 4th globally in the ALD equipment market. The continued growth of the AI/HPC market is expected to drive sustained demand for ALD/CVD equipment, solidifying Jusung Engineering’s future growth prospects. Their commitment to innovation is evident in their substantial R&D investment, accounting for 27.52% of their revenue.

Investment Considerations: Display Segment Weakness and External Factors

Despite the positive outlook, investors should be mindful of the weakness in the display equipment segment. Increased competition from Chinese manufacturers is a key concern, requiring careful evaluation of future prospects. Furthermore, external factors like fluctuations in the USD/KRW exchange rate and potential interest rate changes warrant close monitoring.

Investor Action Plan: Focus on Long-Term Growth Potential

Jusung Engineering is poised to benefit directly from the growth of the AI chip market, making it a compelling long-term investment. Investors should focus on the company’s strong fundamentals and future growth potential, rather than short-term market fluctuations.