1. What Happened? Surplus Global’s Performance Analysis
Surplus Global recorded sales of KRW 103.7 billion (down 58.7% YoY) and an operating loss of KRW 1.8 billion in the first half of 2025. The decline in sales of front-end process equipment is cited as the main cause.
2. Why These Results? Background and Cause Analysis
The slowdown in the semiconductor industry and the downturn in the front-end equipment market are the direct causes. Increased costs due to investments in new businesses also played a role.
3. Surplus Global’s Future: Growth Drivers and Outlook
Surplus Global is focusing on securing future growth engines by actively investing in new businesses such as the ‘Semimarket’ platform, Parts business expansion, and cluster projects. They are also targeting global market expansion by strengthening overseas subsidiaries.
- Semimarket Platform: Used semiconductor equipment trading platform expected to generate new revenue
- Parts Business: Business diversification into software, e-commerce, and logistics
- Cluster Project: Synergy creation through semiconductor-related facility and equipment sharing project
4. What Should Investors Do? Investment Strategy
Short-term Investment: Conservative approach. Need to confirm performance rebound and new business results.
Mid- to Long-term Investment: Consider investment from a long-term perspective after confirming the stabilization of the Semimarket platform and the growth of the Parts business.
What were Surplus Global’s financial results for the first half of 2025?
Sales were KRW 103.7 billion (down 58.7% YoY), and operating income was a loss of KRW 1.8 billion.
What are Surplus Global’s main new businesses?
The main new businesses are the Semimarket platform, Parts business expansion, and cluster projects.
How should I invest in Surplus Global?
A conservative approach is recommended in the short term, and for the mid- to long-term, consider investing after confirming the performance of new businesses.