Dawon Nexview’s KRW 4.2 Billion Equipment Supply Contract – What Happened?
On September 4, 2025, Dawon Nexview announced a KRW 4.2 billion contract to supply pLSMB HSB equipment to a domestic Probe Card manufacturer. The contract period is three months, ending on December 31, 2025, and the supply region is South Korea.
Why is this Contract Important? – Strengthening Core Business Competitiveness and Expected Earnings Improvement
This contract serves as a significant testament to Dawon Nexview’s technological competitiveness in semiconductor test equipment, its core business. pLSMB, in particular, is a key technology expected to benefit from the growth of the HBM and next-generation packaging market, and this contract is expected to further strengthen its market position. The KRW 4.2 billion contract is expected to directly impact revenue growth in the second half of 2025, and the supply of high-value-added equipment is also expected to contribute to improved profitability.
So What Happens Now? – Enhanced Financial Stability and Securing Growth Momentum
The KRW 4.2 billion secured through this contract will strengthen the company’s cash flow and enhance its financial stability. Furthermore, establishing a cooperative relationship with a major domestic Probe Card manufacturer is expected to be an important stepping stone for increasing the likelihood of additional orders in the future.
What Actions Should Investors Take? – Positive Investment Outlook, Continuous Monitoring Required
In the short term, this contract is likely to act as a positive momentum for Dawon Nexview’s stock price. However, investors should continuously monitor the successful execution of the contract and whether additional orders are secured. It is also important to manage investment risks by analyzing the overall trend of the semiconductor industry and competitor trends.