Hanmi Semiconductor makes its Computex debut
'Expect record-high sales this year since founding'
Hanmi Semiconductor made its debut at Computex 2026 in Taipei, Taiwan, declaring it expects to post record-high annual sales since its founding. The company also said it is actively pursuing equipment deals with Terafab, the semiconductor chip production venture personally established by Tesla CEO Elon Musk.
Chairman Kwak Dong-shin met with reporters at the company's booth at Computex 2026 on Tuesday and expressed confidence in the company's outlook. "This year's results are better than last year's," he said. "We expect record-high sales since our founding — we keep breaking our own records."
Asked about additional orders, Kwak said the opportunity he is most excited about is "Terafab, which SpaceX is investing in."
Hanmi Semiconductor is a South Korean semiconductor equipment maker that has built a strong position in thermocompression (TC) bonders, a key piece of equipment required for HBM production.
As AI semiconductor demand has surged and driven explosive growth in the HBM market, TC bonders have become essential equipment for global memory chip companies.
Hanmi Semiconductor holds the world's No. 1 position in TC bonders for HBM production, commanding a 71.2 percent market share.
The company plans to establish a US subsidiary, Hanmi USA, in San Jose, California, by the end of this year as it prepares to enter the American semiconductor market in earnest.
In line with the scheduled start of operations at new US factories by global chipmakers, the company plans to proactively deploy skilled engineers on the ground and provide close technical support.
Musk unveiled his "Terafab Project" — a plan to produce proprietary AI semiconductor chips — in March. Chips produced there are set to supply SpaceX, Tesla and his AI company xAI. Musk plans to invest up to $119 billion (174 trillion won) to build Terafab.
Should Hanmi Semiconductor win an order to supply HBM TC bonder equipment to Terafab, it is expected to serve as a powerful catalyst for sales growth, with the company also anticipated to enjoy a dominant position in the next-generation HBM market.
Hanmi Semiconductor established its Taiwan subsidiary, Hanmi Taiwan, in 2016 and has been strengthening its network with local partners there. This year, by participating in Computex for the first time, the company is broadening its touchpoints with customers across the AI semiconductor supply chain.
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