{"slug":"eugene-tech","name":"유진테크","name_en":"Eugene Technology","ticker":"084370.KQ","updated_at":"2026-07-12T08:23:03.288+00:00","canonical":"https://valuechain.wiki/eugene-tech","same_as":["https://finance.yahoo.com/quote/096530.KQ","https://finance.naver.com/item/main.naver?code=096530"],"citable":"밸류체인 그래프 기준 유진테크의 직접 연결 기업은 3곳(관계 기준 공급 0·매출 3)이고, 사슬을 2차까지 넓히면 10곳에 닿는다. 링크의 근거 출처는 5건이며 그중 1차공시가 2건이다 (valuechain.wiki, 2026-07-12 기준).","citable_en":"Per the valuechain.wiki graph, Eugene Technology is directly linked to 3 companies (0 supply, 3 revenue relationships) and reaches 10 companies within two hops; the links are backed by 5 dated sources, 2 of them primary filings (as of 2026-07-12).","kicker":"코스닥 · 반도체 전공정 장비 · ALD 증착","kicker_en":"KOSDAQ · wafer-fab equipment · ALD deposition","lead":"반도체 전공정 ALD(원자층증착)·LPCVD 장비 전문사로, 국내 ALD 장비 시장을 원익IPS와 양분하는 과점 한 축이다. 삼성전자 차세대 파운드리 공정의 개발 파트너로 참여하고 SK하이닉스·마이크론에도 공급하며, 영업조직을 SK하이닉스 본부·삼성 본부로 나눠 운영할 만큼 두 고객 의존도가 크다. 미국 자회사 Eugenus를 통해 해외 대응 체계를 갖췄고, 미세화로 ALD 스텝 수가 늘수록 장비 수요가 커지는 구조다.","lead_en":"A front-end ALD (atomic-layer deposition) and LPCVD equipment specialist, holding one axis of a domestic ALD-equipment duopoly with Wonik IPS. It is a development partner for Samsung's next-gen foundry process and also supplies SK hynix and Micron — its sales organization is even split into SK hynix and Samsung divisions, reflecting heavy dependence on the two. It has overseas coverage via US subsidiary Eugenus, and as scaling adds ALD steps, equipment demand grows.","segments":{"fy":2025,"parts":[{"desc":"원자층증착(ALD)·LPCVD·플라즈마 처리 전공정 장비. 원익IPS와 국내 ALD 양분, 삼성·SK·마이크론 대상. 미세화로 ALD 스텝이 늘수록 수요 확대.","name":"반도체 ALD 증착 장비"}],"total":"FY2025 연결매출 2,589억원·영업이익 527억원(4Q 999억 분기 최대). 반도체 전공정 증착장비(ALD·LPCVD·CVD)"},"segments_en":{"fy":2025,"parts":[{"desc":"ALD, LPCVD and plasma-treatment front-end tools. A domestic ALD duopoly with Wonik IPS, serving Samsung, SK and Micron; demand grows as scaling adds ALD steps.","name":"ALD deposition equipment"}],"total":"FY2025 consolidated revenue KRW 258.9bn, operating income KRW 52.7bn (Q4 record KRW 99.9bn). Front-end deposition tools (ALD, LPCVD, CVD)"},"returns_yearly":{"2021":28.1,"2022":-45.1,"2023":64.1,"2024":-12.6,"2025":202.5,"2026":49.5},"return_asof":"2026-07-10","value_chain":{"leading":[{"slug":"dell","name":"Dell","name_en":"Dell Technologies","tier":3,"returns_yearly":{"2021":51.2,"2022":-26.6,"2023":95.9,"2024":53,"2025":11.2,"2026":248.1}},{"slug":"seagate","name":"Seagate","name_en":"Seagate Technology","tier":3,"returns_yearly":{"2021":87.5,"2022":-51.4,"2023":69.1,"2024":4.1,"2025":225.3,"2026":231.4}},{"slug":"lenovo","name":"Lenovo","name_en":"Lenovo","tier":3,"returns_yearly":{"2021":-4.6,"2022":-20.9,"2023":36.2,"2024":18.2,"2025":-0.6,"2026":175.7}},{"slug":"nebius","name":"Nebius","name_en":"Nebius Group","tier":3,"returns_yearly":{"2025":202.2,"2026":162.4}},{"slug":"hpe","name":"HPE","name_en":"Hewlett Packard 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As one axis of a domestic ALD-equipment duopoly with Wonik IPS, its tool demand grows structurally as device scaling and 3D stacking add atomic-layer-deposition steps per wafer. Results track Samsung and SK hynix capacity investment directly — dependence is high enough that its sales team is split into divisions for the two, which is both the growth driver and the concentration risk. Its status as a development partner for Samsung's next-gen foundry process, plus Micron and US subsidiary Eugenus, provides diversification. Re-rating triggers are the Samsung/SK HBM and foundry capacity cycle, wider ALD adoption in new nodes, and the pace of customer/geographic diversification.","analysis_asof":"2026-07-10"},"edges":[{"direction":"revenue","counterparty":"삼성전자","counterparty_slug":"samsung-electronics","confidence":"high","metric":null,"note":"삼성전자에 ALD·전공정 장비 공급 — 차세대 파운드리 공정 개발 파트너로 참여하며, 삼성 본부를 따로 둘 만큼 핵심 고객.","note_en":"Supplies ALD and front-end tools to Samsung — a development partner for its next-gen foundry process and a key customer, with a dedicated Samsung sales division.","sources":[{"stance":"mentions","publisher":"한국투자증권","publisher_en":"Korea Investment & Securities","kind":"research","lang":"ko","published_at":"2026-03-27","url":"https://www.newstomato.com/ReadNewspaper.aspx?epaper=1&no=1082029","title":"한국투자증권, 유진테크 ALD 삼성 납품 본격화 — 목표가 7.2만원 상향","title_en":"Korea Investment lifts Eugene Technology target to KRW 72,000 on ALD ramp to Samsung; 2026 ALD sales seen KRW 100bn","excerpt":"한투: ALD·LPCVD 양축, 삼성 ALD 납품 본격화로 2026 ALD 매출 1,000억 전망, 목표가 7.2만원.","excerpt_en":"KIS: ALD/LPCVD dual axis; Samsung ALD ramp lifts 2026 ALD sales to ~KRW 100bn; target KRW 72,000."},{"stance":"confirms","publisher":"금융감독원 전자공시(DART)","publisher_en":"DART (Korea FSS)","kind":"filing","lang":"ko","published_at":"2026-03-19","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260319000837","title":"유진테크 사업보고서 (2025.12)","title_en":"Eugene Technology Annual Report (FY2025)","excerpt":"사업보고서 주요 고객: SK하이닉스, 삼성전자, MICRON (반도체 전공정 장비). 영업조직도 SKH 본부·삼성 본부로 분리 운영.","excerpt_en":"Annual report names SK hynix, Samsung and Micron as main customers; sales is organized into dedicated SKH and Samsung divisions."},{"stance":"confirms","publisher":"유진테크","publisher_en":"Eugene Technology","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.eugenetech.co.kr","title":"유진테크 IR","title_en":"Eugene Technology IR","excerpt":"삼성전자에 ALD 증착 장비 공급.","excerpt_en":"Supplies ALD deposition equipment to Samsung Electronics."},{"stance":"confirms","publisher":"디일렉","publisher_en":"TheElec","kind":"news","lang":"ko","published_at":"2025-01-01","url":"https://www.thelec.kr/news/articleView.html?idxno=11728","title":"국내 ALD 장비 양분","title_en":"Domestic ALD split","excerpt":"삼성전자에 ALD 증착 장비 공급.","excerpt_en":"Supplies ALD deposition equipment to Samsung Electronics."}]},{"direction":"revenue","counterparty":"SK하이닉스","counterparty_slug":"sk-hynix","confidence":"high","metric":null,"note":"SK하이닉스에 ALD·전공정 장비 공급 — HBM·DRAM 캐파 투자에 연동되며, SK하이닉스 본부를 따로 둔 양대 고객.","note_en":"Supplies ALD and front-end tools to SK hynix — tied to HBM/DRAM capacity investment, one of the two anchor customers with its own dedicated division.","sources":[{"stance":"confirms","publisher":"DART(금융감독원 전자공시)","publisher_en":"DART (FSS)","kind":"filing","lang":"ko","published_at":"2026-05-15","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260515001029","title":"eugene-tech 사업보고서 (DART)","title_en":"Annual business report (DART)","excerpt":"DART 사업보고서: 매출·고객·사업 내용.","excerpt_en":"DART annual report: revenue, customers and business."},{"stance":"confirms","publisher":"금융감독원 전자공시(DART)","publisher_en":"DART (Korea FSS)","kind":"filing","lang":"ko","published_at":"2026-03-19","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260319000837","title":"유진테크 사업보고서 (2025.12)","title_en":"Eugene Technology Annual Report (FY2025)","excerpt":"사업보고서 주요 고객: SK하이닉스, 삼성전자, MICRON (반도체 전공정 장비). 영업조직도 SKH 본부·삼성 본부로 분리 운영.","excerpt_en":"Annual report names SK hynix, Samsung and Micron as main customers; sales is organized into dedicated SKH and Samsung divisions."},{"stance":"confirms","publisher":"유진테크","publisher_en":"Eugene Technology","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.eugenetech.co.kr","title":"유진테크 IR","title_en":"Eugene Technology IR","excerpt":"SK하이닉스에 ALD 증착 장비 공급.","excerpt_en":"Supplies ALD deposition equipment to SK hynix."},{"stance":"confirms","publisher":"디일렉","publisher_en":"TheElec","kind":"news","lang":"ko","published_at":"2025-01-01","url":"https://www.thelec.kr/news/articleView.html?idxno=11728","title":"국내 ALD 장비 양분","title_en":"Domestic ALD split","excerpt":"SK하이닉스에 ALD 증착 장비 공급.","excerpt_en":"Supplies ALD deposition equipment to SK hynix."}]},{"direction":"revenue","counterparty":"Micron Technology","counterparty_slug":"micron","confidence":"high","metric":{"as_of":"2026-03","qualifier":"confirmed_no_disclosed_value"},"note":"사업보고서 주요 고객에 SK하이닉스·삼성전자와 함께 실명 기재된 전공정 장비(LPCVD·플라즈마 처리) 고객. 자회사 Eugenus(미국)를 통한 해외 대응 체계.","note_en":"Named alongside SK hynix and Samsung in the annual report as a front-end equipment customer (LPCVD, plasma treatment); overseas coverage via US subsidiary Eugenus.","sources":[{"stance":"confirms","publisher":"금융감독원 전자공시(DART)","publisher_en":"DART (Korea FSS)","kind":"filing","lang":"ko","published_at":"2026-03-19","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260319000837","title":"유진테크 사업보고서 (2025.12)","title_en":"Eugene Technology Annual Report (FY2025)","excerpt":"사업보고서 주요 고객: 반도체 전공정 장비 — SK하이닉스, 삼성전자, MICRON.","excerpt_en":"Annual report lists SK hynix, Samsung Electronics and Micron as main customers for front-end equipment."}]},{"direction":"investment","counterparty":"Eugenus Inc. (미국 종속·ALD R&D)","counterparty_slug":null,"confidence":"mid","metric":{"location":"USA","qualifier":"consolidated_subsidiary_RnD"},"note":"차세대 증착 기술의 해외 R&D 축 — 유진테크가 미국 자회사 Eugenus Inc.를 연결 종속으로 두고 ALD·CVD 선단 공정 개발을 수행한다. 본사(경기)와 미국 R&D 조직을 병행해 삼성·SK하이닉스 선단 D램·HBM 공정 대응력을 키우는 전략 투자.","note_en":"An overseas R&D axis for next-gen deposition — Eugene Technology consolidates US subsidiary Eugenus Inc., which develops leading-edge ALD/CVD processes. Running Korea HQ and US R&D in parallel is a strategic investment building capability for Samsung/SK hynix leading-edge DRAM and HBM.","sources":[{"stance":"confirms","publisher":"금융감독원 전자공시(DART)","publisher_en":"DART (Korea FSS)","kind":"filing","lang":"ko","published_at":"2026-03-19","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260319000837","title":"유진테크 사업보고서 (2025.12)","title_en":"Eugene Technology Annual Report (FY2025)","excerpt":"종속회사 Eugenus Inc.(미국)에 R&D 조직 운영, 증착 선단공정 개발.","excerpt_en":"Operates R&D at US subsidiary Eugenus Inc. for leading-edge deposition."}]},{"direction":"cost","counterparty":"원재료·소재 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"ALD 장비 제조용 원재료·소재 매입 — 정밀 부품 조달이 납기·원가를 좌우(공급사 비공개).","note_en":"Raw materials for ALD tool manufacturing — precision-part sourcing drives lead times and cost (suppliers undisclosed).","sources":[{"stance":"confirms","publisher":"유진테크","publisher_en":"Eugene Technology","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.eugenetech.co.kr","title":"유진테크 IR","title_en":"Eugene Technology IR","excerpt":"ALD 증착 장비 제조용 원재료·소재 매입(비공개).","excerpt_en":"Raw materials for ALD deposition equipment (undisclosed)."}]},{"direction":"cost","counterparty":"설비·R&D (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"생산 설비·R&D 투자 — 신규 공정 대응 장비 개발이 과점 지위 유지의 전제(비공개).","note_en":"Production equipment and R&D — developing tools for new nodes underpins the duopoly position (undisclosed).","sources":[{"stance":"confirms","publisher":"유진테크","publisher_en":"Eugene Technology","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.eugenetech.co.kr","title":"유진테크 IR","title_en":"Eugene Technology IR","excerpt":"생산 설비·연구개발 투자(비공개).","excerpt_en":"Production equipment and R&D (undisclosed)."}]}]}