1. Mirae Industry’s KRW 3.2 Billion Contract: What Happened?

Mirae Industry signed a contract with YILING TRADING to supply semiconductor test equipment worth KRW 3.2 billion. This represents 11.79% of Mirae Industry’s revenue for the first half of 2025. The contract period is two months, from September 8, 2025, to November 30, 2025, with the supply destination being China.

2. Why is This Contract Significant? Analysis of Mirae Industry’s Fundamentals and Market Environment

This contract is a significant momentum that can further accelerate the growth of Mirae Industry, which has successfully turned to profit. It is expected to drive the growth of the ATE business, particularly in conjunction with the growth of the Chinese semiconductor market. However, risk factors such as the sluggish performance of the SMT business and increasing inventory levels still exist. External factors, including recent changes in management and major shareholders, the global semiconductor market situation, exchange rates, and interest rates, should also be considered.

3. How Will This Contract Impact Mirae Industry?

In the short term, this contract is expected to contribute to increased sales and improved cash flow, and it could also have a positive impact on investor sentiment. It is expected to strengthen the growth momentum of the ATE business and expand its presence in the Chinese market. However, in the long term, the turnaround of the SMT business and improvement in the financial structure will be key variables.

4. What Should Investors Do? Investment Strategy

  • Short-term Investment: Investors can anticipate a short-term stock price increase due to the contract signing, but a cautious approach is necessary considering market volatility and the company’s risk factors.
  • Mid- to Long-term Investment: It is essential to make investment decisions based on a comprehensive analysis of factors such as the sustainable growth of the ATE business, the turnaround of the SMT business, improvement in financial structure, and the potential for new business ventures.