Manufactures memory chips (DRAM, flash) and image sensors—the silicon that stores data and captures photos in phones, servers, and devices.
KRW 97146.68B revenue (2025), with 60.41% gross margin and 44.18% net margin. Recurring chip sales; margins expanded sharply from 2023 losses as demand recovered.
Requires billions in fab capex and years to build production capacity—Samsung, Micron, and Intel can't quickly replicate scale. Moat eroding: commodity DRAM/flash face price pressure as supply normalizes and AI chip demand shifts to specialized processors.
Key events, in time order
Independent sources highlight Cathie Wood's no-buy and CEO's extended shortage outlook after US listing
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