Hansung Clean Tech Rises Alone Amid Semiconductor Stock Slump on Hopes for Additional Orders

Hansung Clean Tech, a company specializing in industrial water treatment and ultrapure water (UPW) EPC, is experiencing a strong stock performance amid rising expectations for additional orders driven by increased investment in AI semiconductors.

As of 1:45 p.m. on June 5, Hansung Clean Tech was trading at 1,737 won, up 3.33% from the previous day.

Recently, Hansung Clean Tech announced that it had won an expanded contract for the Samsung Electronics Pyeongtaek semiconductor plant P5 project and secured an order for the UPW (ultrapure water) EPC construction at DB HiTek's Eumseong Sangu Plant. The cumulative contract value for the Samsung Electronics P5 project has grown to approximately 1.55 billion won. With the new UPW EPC order for DB HiTek's system semiconductor plant, the company has secured a total order volume of about 3.1 billion won.

The market is paying attention to the growth potential of semiconductor process infrastructure companies, given that global semiconductor firms are intensifying competition to expand production capacity (CAPA), particularly for AI semiconductors and high-bandwidth memory (HBM). In particular, as semiconductor process technology advances, the quality of ultrapure water used in wafer cleaning and the stability of its supply infrastructure are becoming increasingly important.

As semiconductor process technologies become more advanced, the quality of ultrapure water and a stable supply infrastructure are key factors that determine semiconductor yield. Hansung Clean Tech, as a domestic company, is recognized for demonstrating its technological capabilities and reliability in the UPW EPC market, which has traditionally been dominated by foreign engineering firms. The recent new order for the UPW EPC at DB HiTek's system semiconductor plant is also seen as a result of the company's proven technical expertise and execution capabilities.

Hansung Clean Tech is expanding into the semiconductor process infrastructure market based on its EPC capabilities in ultrapure water, wastewater, and industrial water treatment. Recently, the company has also been working to strengthen its technological competitiveness by securing energy-saving ultrapure water plant design technologies through national R&D projects.

Industry experts forecast that if expansion of production facilities continues in the medium to long term, driven by the AI semiconductor supercycle, the semiconductor water treatment EPC market—including ultrapure water and wastewater treatment facilities—will also maintain its growth momentum.

This content was produced with the assistance of AI translation services.