Yesti IR: Key Takeaways
Yesti presented its growth strategy at the IR meeting on September 19, 2025, focusing on the progress of HPA and HBM equipment promotion. The start of HBM equipment production signifies entry into a high-value-added market, promising robust sales growth and improved operating profit.
Why Invest in Yesti?
Yesti is expected to significantly benefit from the growth of the HBM market. Its 20+ years of expertise in heat treatment process technology provides a distinct competitive advantage. The increasing demand for AI and high-performance semiconductors will further drive demand for Yesti’s HBM and HPA equipment. The company’s expansion strategy in East Asia also contributes to its positive outlook.
Investment Considerations
Investment always carries risks. Investors should consider factors such as foreign exchange and interest rate fluctuations, dependence on major customers, and the potential conversion of convertible bonds and preferred stock into common stock. The intensifying competition in the semiconductor equipment market also necessitates Yesti’s continuous technological innovation.
Action Plan for Investors
If you are interested in Yesti’s growth potential, now is the time to evaluate the investment opportunity. Carefully analyze the company’s financial stability, the growth potential of the HBM market, the competitive landscape, and potential risks, such as foreign exchange and interest rate fluctuations, to develop a sound investment strategy.