{"slug":"kulicke-soffa","name":"Kulicke & Soffa","name_en":"Kulicke & Soffa","ticker":"KLIC","updated_at":"2026-07-12T06:14:39.046+00:00","canonical":"https://valuechain.wiki/kulicke-soffa","same_as":["https://finance.yahoo.com/quote/KLIC","https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=56978"],"citable":"밸류체인 그래프 기준 Kulicke & Soffa의 직접 연결 기업은 6곳(관계 기준 공급 0·매출 6)이고, 사슬을 2차까지 넓히면 12곳에 닿는다. 링크의 근거 출처는 9건이며 그중 1차공시가 2건이다 (valuechain.wiki, 2026-07-12 기준).","citable_en":"Per the valuechain.wiki graph, Kulicke & Soffa is directly linked to 6 companies (0 supply, 6 revenue relationships) and reaches 12 companies within two hops; the links are backed by 9 dated sources, 2 of them primary filings (as of 2026-07-12).","kicker":"나스닥 · 반도체 후공정 장비 · 와이어·TCB 본딩 1위","kicker_en":"Nasdaq · Back-end equipment · #1 in wire/TCB bonding","lead":"와이어 본딩 장비 세계 1위이자 TCB(열압착) 본더의 주요 공급사로, 800곳이 넘는 후공정(OSAT) 팹의 캐파 증설 사이클에 직접 연동되는 장비사다. 지금의 성장 논지는 패키징 방식의 세대교체다 — AI·HPC 칩이 와이어본딩에서 TCB·하이브리드본딩으로 넘어가며 장비 교체 수요를 만들고, ASE·앰코·JCET 같은 대형 OSAT가 그 수요의 창구다. 관건은 이 수요가 후공정 캐펙스 사이클에 묶여 변동성이 크다는 점과, 하이브리드 본딩에서 ASMPT·BESI와 벌이는 차세대 표준 경쟁이다.","lead_en":"The world's #1 wire-bonding equipment maker and a major TCB (thermo-compression) bonder supplier, tied directly to the capacity-expansion cycle of 800-plus back-end (OSAT) fabs. The growth thesis is a generational shift in packaging — as AI/HPC chips move from wire bonding to TCB and hybrid bonding, they create tool-replacement demand, with large OSATs like ASE, Amkor and JCET the channel for it. The crux is that this demand is tied to the volatile back-end capex cycle, and the race with ASMPT and BESI to own the next-gen hybrid-bonding standard.","segments":{"fy":2025,"parts":[{"desc":"후공정 캐파 증설·AI 패키징 세대교체가 곧 장비 교체 수요 — 와이어본딩 1위 지위 위에 TCB·하이브리드본딩으로 사업을 확장하는 구조","name":"와이어·TCB 본딩 장비"}],"total":"FY2025(2025.10 종료) 매출 $654M(-7.4%, 사이클 저점)·순이익 $0.2M. Ball Bonding $293M·Wedge $111M·Advanced Solutions(TCB) $73M·APS $156M","source":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=KLIC&type=10-K"},"segments_en":{"fy":2025,"parts":[{"desc":"Back-end capacity expansion and the AI-packaging generational shift are tool-replacement demand — extending a #1 wire-bonding franchise into TCB and hybrid bonding","name":"Wire and TCB bonding equipment"}],"total":"FY2025 (ended Oct 2025) revenue $654M (-7.4%, cyclical trough), net income $0.2M. Ball Bonding $293M, Wedge $111M, Advanced Solutions (TCB) $73M, APS $156M"},"returns_yearly":{"2021":92.4,"2022":-25.8,"2023":25.5,"2024":-13.2,"2025":-0.3,"2026":150.1},"return_asof":"2026-07-10","value_chain":{"leading":[{"slug":"marvell","name":"Marvell","name_en":"Marvell","tier":3,"returns_yearly":{"2021":84.6,"2022":-57.5,"2023":63.7,"2024":83.8,"2025":-22.8,"2026":177.8}},{"slug":"amd","name":"AMD","name_en":"AMD","tier":3,"returns_yearly":{"2021":56.9,"2022":-55,"2023":127.6,"2024":-18.1,"2025":77.3,"2026":160.5}},{"slug":"sk-telecom","name":"SK텔레콤","name_en":"SK Telecom","tier":3,"returns_yearly":{"2021":7.9,"2022":-12,"2023":15.8,"2024":15.5,"2025":37.5,"2026":23.4}},{"slug":"pure-storage","name":"에버퓨어 (구 퓨어스토리지)","name_en":"Everpure (formerly Pure Storage)","tier":3,"returns_yearly":{"2021":44,"2022":-17.8,"2023":33.3,"2024":72.3,"2025":9.1,"2026":18.4}},{"slug":"broadcom","name":"Broadcom","name_en":"Broadcom","tier":3,"returns_yearly":{"2021":56.5,"2022":-13.3,"2023":104.2,"2024":110.5,"2025":50.6,"2026":16}},{"slug":"alphabet","name":"알파벳 (구글)","name_en":"Alphabet (Google)","tier":3,"returns_yearly":{"2021":65.3,"2022":-39.1,"2023":58.3,"2024":36,"2025":66,"2026":14.3}},{"slug":"nvidia","name":"NVIDIA","name_en":"NVIDIA","tier":3,"returns_yearly":{"2021":125.5,"2022":-50.3,"2023":239,"2024":171.2,"2025":38.9,"2026":13.3}},{"slug":"qualcomm","name":"Qualcomm","name_en":"Qualcomm","tier":3,"returns_yearly":{"2021":22.3,"2022":-38.6,"2023":35.1,"2024":8.3,"2025":13.8,"2026":11.7}},{"slug":"amazon","name":"아마존","name_en":"Amazon","tier":3,"returns_yearly":{"2021":2.4,"2022":-49.6,"2023":80.9,"2024":44.4,"2025":5.2,"2026":6.3}},{"slug":"meta","name":"메타 플랫폼스","name_en":"Meta Platforms","tier":3,"returns_yearly":{"2021":23.1,"2022":-64.2,"2023":194.1,"2024":66,"2025":13.1,"2026":1.6}},{"slug":"ibm","name":"IBM","name_en":"IBM","tier":3,"returns_yearly":{"2021":16.7,"2022":10.6,"2023":21.8,"2024":39.3,"2025":38.2,"2026":-1.6}},{"slug":"phison","name":"Phison","name_en":"Phison Electronics","tier":3,"returns_yearly":{"2021":26.8,"2022":-10.7,"2023":45.1,"2024":-6.7,"2025":418.3,"2026":-6}},{"slug":"hyundai-motor-company","name":"현대차","name_en":"Hyundai Motor Company","tier":3,"returns_yearly":{"2021":-16.7,"2022":-4.7,"2023":16.2,"2024":12.3,"2025":158.8,"2026":-7.8}},{"slug":"tesla","name":"Tesla","name_en":"Tesla","tier":3,"returns_yearly":{"2021":49.8,"2022":-65,"2023":101.7,"2024":62.5,"2025":11.4,"2026":-9.3}},{"slug":"micron","name":"Micron Technology","name_en":"Micron Technology","tier":2,"returns_yearly":{"2021":24.2,"2022":-45.9,"2023":71.9,"2024":-1,"2025":240.2,"2026":243.3}},{"slug":"ase","name":"ASE테크놀로지","name_en":"ASE Technology","tier":2,"returns_yearly":{"2021":38.3,"2022":-12.8,"2023":60.9,"2024":10.1,"2025":65.6,"2026":167.6}},{"slug":"sk-hynix","name":"SK하이닉스","name_en":"SK hynix","tier":2,"returns_yearly":{"2021":-0.4,"2022":-25.6,"2023":53.9,"2024":48.6,"2025":361.1,"2026":140.3}},{"slug":"mediatek","name":"미디어텍","name_en":"MediaTek","tier":2,"returns_yearly":{"2021":27.8,"2022":-26.6,"2023":52.9,"2024":58.3,"2025":24.9,"2026":124.3}},{"slug":"samsung-electronics","name":"삼성전자","name_en":"Samsung Electronics","tier":2,"returns_yearly":{"2021":-9,"2022":-14.2,"2023":20.9,"2024":-26.4,"2025":212.9,"2026":77.9}},{"slug":"nxp","name":"NXP반도체","name_en":"NXP Semiconductors","tier":2,"returns_yearly":{"2021":44.8,"2022":-29.2,"2023":48.4,"2024":-8,"2025":6.4,"2026":35.8}},{"slug":"apple","name":"Apple","name_en":"Apple","tier":2,"returns_yearly":{"2021":34.6,"2022":-26.4,"2023":49,"2024":30.7,"2025":9.1,"2026":16.2}},{"slug":"jcet","name":"JCET","name_en":"JCET (Jiangsu Changjiang Electronics)","tier":1,"returns_yearly":{"2021":-34,"2022":0.2,"2023":-15.2,"2024":73.3,"2025":28,"2026":104.6}},{"slug":"asmpt","name":"ASMPT","name_en":"ASMPT","tier":1,"returns_yearly":{"2021":-29,"2022":-12.4,"2023":21.8,"2024":-4.8,"2025":47.6,"2026":82}},{"slug":"amkor","name":"앰코테크놀로지","name_en":"Amkor Technology","tier":1,"returns_yearly":{"2021":65.6,"2022":-2.3,"2023":40.3,"2024":-20.8,"2025":55.9,"2026":79}},{"slug":"powertech","name":"파워텍 (PTI)","name_en":"Powertech Technology (PTI)","tier":1,"returns_yearly":{"2021":4.8,"2022":-7.5,"2023":86,"2024":-16,"2025":128.6,"2026":26}},{"slug":"hana-micron","name":"하나마이크론","name_en":"Hana Micron","tier":1,"returns_yearly":{"2021":109,"2022":-41,"2023":143.5,"2024":-52.4,"2025":269.3,"2026":5.3}}],"benefiting":[],"analysis":"와이어 본딩 장비 세계 1위이자 TCB 본더 주요 공급사로, 후공정(OSAT) 캐파 증설 사이클에 직접 연동된다. 성장 논지는 명확하다 — AI·HPC 패키징이 와이어본딩에서 TCB·하이브리드본딩으로 넘어가며 장비 세대교체 수요를 만들고, ASE·앰코·JCET 등 대형 OSAT가 그 수요의 창구다. 리스크는 이 수요가 후공정 캐펙스 사이클에 묶여 변동성이 크다는 점, 그리고 하이브리드 본딩에서 ASMPT·BESI와의 표준 경쟁이다. 그래프상 파급은 OSAT 고객단의 가동률·증설이 K&S 수주로 선행 전이되는 경로다.","analysis_en":"The #1 wire-bonding equipment maker and a major TCB bonder supplier, tied directly to the OSAT capacity-expansion cycle. The thesis is clear — AI/HPC packaging is shifting from wire to TCB and hybrid bonding, creating tool-replacement demand, with large OSATs (ASE, Amkor, JCET) the channel. The risks are the volatility of the back-end capex cycle and the standard-setting race with ASMPT and BESI in hybrid bonding. In graph terms, OSAT-customer utilization and expansion transmit forward into K&S orders.","analysis_asof":"2026-07-09"},"edges":[{"direction":"revenue","counterparty":"앰코테크놀로지","counterparty_slug":"amkor","confidence":"high","metric":{"fy":2025,"tcb_trio":"k&s/asmpt/besi ~50%","revenue_usd_m":654,"revenue_yoy_pct":-7.4,"net_income_usd_m":0.2},"note":"대형 OSAT 앰코 — 어드밴스드 패키징 캐파 증설이 K&S 본딩 장비 수요로 이어진다.","note_en":"Amkor, a major OSAT — advanced-packaging capacity expansion feeds K&S bonding-tool demand.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-11-19","url":"https://www.sec.gov/Archives/edgar/data/56978/000005697825000081/klic-20251004.htm","title":"Kulicke & Soffa 10-K (FY2025, 2025.10.4 종료)","title_en":"Kulicke & Soffa Form 10-K (FY2025, ended Oct 4 2025)","excerpt":"FY2025(2025.10.4 종료) 매출 $654M(-7.4%)·순이익 $0.2M(사이클 저점, 겨우 흑자). 세그먼트 Ball Bonding $293M·Wedge $111M·Advanced Solutions(TCB 포함) $73M·APS $156M. TCB 본더는 K&S·ASMPT·Besi 3사가 ~50% — OSAT 고객별 매출은 10-K에서 개별 미공개.","excerpt_en":"FY2025 (ended Oct 4 2025) revenue $654M (-7.4%), net income $0.2M (cyclical trough, barely profitable). Segments: Ball Bonding $293M, Wedge $111M, Advanced Solutions (incl. TCB) $73M, APS $156M. TCB bonders are ~50% split among K&S/ASMPT/Besi — per-OSAT-customer revenue not individually disclosed in the 10-K."},{"stance":"confirms","publisher":"Business Research Insights","publisher_en":"BRI","kind":"analysis","lang":"en","published_at":"2025-01-01","url":"https://www.businessresearchinsights.com/market-reports/tcb-bonder-market-100089","title":"TCB 본더 시장(K&S·ASMPT·Besi 50%)","title_en":"TCB bonder market","excerpt":"앰코테크놀로지에 본딩 장비 공급.","excerpt_en":"Supplies bonding equipment to Amkor Technology."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2024-11-14","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=KLIC&type=10-K","title":"Kulicke & Soffa 10-K","title_en":"Kulicke & Soffa Form 10-K","excerpt":"앰코테크놀로지에 본딩 장비 공급.","excerpt_en":"Supplies bonding equipment to Amkor Technology."}]},{"direction":"revenue","counterparty":"ASE테크놀로지","counterparty_slug":"ase","confidence":"high","metric":{"fy":2025,"tcb_trio":"k&s/asmpt/besi ~50%","revenue_usd_m":654,"revenue_yoy_pct":-7.4,"net_income_usd_m":0.2},"note":"후공정 1위 ASE가 K&S 본더의 핵심 수요처 — AI·HPC 패키징의 TCB 전환이 와이어본더 교체·증설 수요를 만든다.","note_en":"ASE, the largest OSAT, is a core buyer of K&S bonders — the AI/HPC shift to TCB drives wire-bonder replacement and expansion demand.","sources":[{"stance":"mentions","publisher":"MarketScreener","publisher_en":"MarketScreener","kind":"research","lang":"en","published_at":"2026-06-01","url":"https://www.marketscreener.com/quote/stock/KULICKE-SOFFA-INDUSTRIE-9694/consensus/","title":"쿨리케앤소파(KLIC) 투자의견·목표주가 컨센서스","title_en":"Kulicke & Soffa (KLIC) analyst consensus and price target","excerpt":"애널리스트 컨센서스 — FY2025 매출 저점 후 TCB·AI 패키징 세대교체 회복 기대가 재평가 논거.","excerpt_en":"Analyst consensus — after the FY2025 revenue trough, hopes for a TCB/AI-packaging generational recovery underpin the re-rating."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-11-19","url":"https://www.sec.gov/Archives/edgar/data/56978/000005697825000081/klic-20251004.htm","title":"Kulicke & Soffa 10-K (FY2025, 2025.10.4 종료)","title_en":"Kulicke & Soffa Form 10-K (FY2025, ended Oct 4 2025)","excerpt":"FY2025(2025.10.4 종료) 매출 $654M(-7.4%)·순이익 $0.2M(사이클 저점, 겨우 흑자). 세그먼트 Ball Bonding $293M·Wedge $111M·Advanced Solutions(TCB 포함) $73M·APS $156M. TCB 본더는 K&S·ASMPT·Besi 3사가 ~50% — OSAT 고객별 매출은 10-K에서 개별 미공개.","excerpt_en":"FY2025 (ended Oct 4 2025) revenue $654M (-7.4%), net income $0.2M (cyclical trough, barely profitable). Segments: Ball Bonding $293M, Wedge $111M, Advanced Solutions (incl. TCB) $73M, APS $156M. TCB bonders are ~50% split among K&S/ASMPT/Besi — per-OSAT-customer revenue not individually disclosed in the 10-K."},{"stance":"confirms","publisher":"Business Research Insights","publisher_en":"BRI","kind":"analysis","lang":"en","published_at":"2025-01-01","url":"https://www.businessresearchinsights.com/market-reports/tcb-bonder-market-100089","title":"TCB 본더 시장(K&S·ASMPT·Besi 50%)","title_en":"TCB bonder market","excerpt":"ASE테크놀로지에 본딩 장비 공급.","excerpt_en":"Supplies bonding equipment to ASE Technology."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2024-11-14","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=KLIC&type=10-K","title":"Kulicke & Soffa 10-K","title_en":"Kulicke & Soffa Form 10-K","excerpt":"ASE테크놀로지에 본딩 장비 공급.","excerpt_en":"Supplies bonding equipment to ASE Technology."}]},{"direction":"revenue","counterparty":"파워텍 (PTI)","counterparty_slug":"powertech","confidence":"mid","metric":{"fy":2025,"tcb_trio":"k&s/asmpt/besi ~50%","revenue_usd_m":654,"revenue_yoy_pct":-7.4,"net_income_usd_m":0.2},"note":"대만 메모리·로직 후공정 파워텍(PTI) — 테스트·본딩 장비 수요처.","note_en":"Powertech (PTI), a Taiwan memory/logic back-end house — a buyer of test and bonding tools.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-11-19","url":"https://www.sec.gov/Archives/edgar/data/56978/000005697825000081/klic-20251004.htm","title":"Kulicke & Soffa 10-K (FY2025, 2025.10.4 종료)","title_en":"Kulicke & Soffa Form 10-K (FY2025, ended Oct 4 2025)","excerpt":"FY2025(2025.10.4 종료) 매출 $654M(-7.4%)·순이익 $0.2M(사이클 저점, 겨우 흑자). 세그먼트 Ball Bonding $293M·Wedge $111M·Advanced Solutions(TCB 포함) $73M·APS $156M. TCB 본더는 K&S·ASMPT·Besi 3사가 ~50% — OSAT 고객별 매출은 10-K에서 개별 미공개.","excerpt_en":"FY2025 (ended Oct 4 2025) revenue $654M (-7.4%), net income $0.2M (cyclical trough, barely profitable). Segments: Ball Bonding $293M, Wedge $111M, Advanced Solutions (incl. TCB) $73M, APS $156M. TCB bonders are ~50% split among K&S/ASMPT/Besi — per-OSAT-customer revenue not individually disclosed in the 10-K."},{"stance":"confirms","publisher":"트렌드포스","publisher_en":"TrendForce","kind":"analysis","lang":"en","published_at":"2025-05-13","url":"https://www.trendforce.com/presscenter/news/20250513-12577.html","title":"2024 OSAT 톱10(PTI 5위)","title_en":"Top 10 OSAT 2024 (PTI No.5)","excerpt":"파워텍 (PTI)에 테스트·본딩 장비 공급.","excerpt_en":"Supplies test and bonding equipment to Powertech Technology (PTI)."},{"stance":"confirms","publisher":"파워텍","publisher_en":"PTI","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.pti.com.tw/en/","title":"PTI IR","title_en":"PTI IR","excerpt":"파워텍 (PTI)에 테스트·본딩 장비 공급.","excerpt_en":"Supplies test and bonding equipment to Powertech Technology (PTI)."}]},{"direction":"revenue","counterparty":"JCET","counterparty_slug":"jcet","confidence":"mid","metric":{"fy":2025,"tcb_trio":"k&s/asmpt/besi ~50%","revenue_usd_m":654,"revenue_yoy_pct":-7.4,"net_income_usd_m":0.2},"note":"중국계 대형 OSAT JCET — 후공정 캐파 확장에 따라 본딩·테스트 장비를 조달한다.","note_en":"JCET, a large China-based OSAT — sources bonding and test tools as it expands back-end capacity.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-11-19","url":"https://www.sec.gov/Archives/edgar/data/56978/000005697825000081/klic-20251004.htm","title":"Kulicke & Soffa 10-K (FY2025, 2025.10.4 종료)","title_en":"Kulicke & Soffa Form 10-K (FY2025, ended Oct 4 2025)","excerpt":"FY2025(2025.10.4 종료) 매출 $654M(-7.4%)·순이익 $0.2M(사이클 저점, 겨우 흑자). 세그먼트 Ball Bonding $293M·Wedge $111M·Advanced Solutions(TCB 포함) $73M·APS $156M. TCB 본더는 K&S·ASMPT·Besi 3사가 ~50% — OSAT 고객별 매출은 10-K에서 개별 미공개.","excerpt_en":"FY2025 (ended Oct 4 2025) revenue $654M (-7.4%), net income $0.2M (cyclical trough, barely profitable). Segments: Ball Bonding $293M, Wedge $111M, Advanced Solutions (incl. TCB) $73M, APS $156M. TCB bonders are ~50% split among K&S/ASMPT/Besi — per-OSAT-customer revenue not individually disclosed in the 10-K."},{"stance":"confirms","publisher":"트렌드포스","publisher_en":"TrendForce","kind":"analysis","lang":"en","published_at":"2025-05-13","url":"https://www.trendforce.com/presscenter/news/20250513-12577.html","title":"2024 OSAT 톱10(PTI 5위)","title_en":"Top 10 OSAT 2024 (PTI No.5)","excerpt":"JCET에 본딩·테스트 장비 공급.","excerpt_en":"Supplies bonding and test equipment to JCET."},{"stance":"confirms","publisher":"JCET","publisher_en":"JCET","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.jcetglobal.com/en/","title":"JCET IR","title_en":"JCET IR","excerpt":"JCET에 본딩·테스트 장비 공급.","excerpt_en":"Supplies bonding and test equipment to JCET."}]},{"direction":"revenue","counterparty":"하나마이크론","counterparty_slug":"hana-micron","confidence":"mid","metric":{"fy":2025,"tcb_trio":"k&s/asmpt/besi ~50%","revenue_usd_m":654,"revenue_yoy_pct":-7.4,"net_income_usd_m":0.2},"note":"국내 OSAT 하나마이크론 — 본딩·테스트 장비 조달처로 후공정 투자에 연동.","note_en":"Hana Micron, a Korean OSAT — a bonding/test tool buyer tied to back-end investment.","sources":[{"stance":"confirms","publisher":"다음/뉴스","publisher_en":"Daum News","kind":"news","lang":"ko","published_at":"2026-06-17","url":"https://v.daum.net/v/20260617203416105","title":"메모리 후공정 훈풍","title_en":"Memory back-end packaging upturn","excerpt":"하나마이크론에 본딩·테스트 장비 공급.","excerpt_en":"Supplies bonding and test equipment to Hana Micron."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-11-19","url":"https://www.sec.gov/Archives/edgar/data/56978/000005697825000081/klic-20251004.htm","title":"Kulicke & Soffa 10-K (FY2025, 2025.10.4 종료)","title_en":"Kulicke & Soffa Form 10-K (FY2025, ended Oct 4 2025)","excerpt":"FY2025(2025.10.4 종료) 매출 $654M(-7.4%)·순이익 $0.2M(사이클 저점, 겨우 흑자). 세그먼트 Ball Bonding $293M·Wedge $111M·Advanced Solutions(TCB 포함) $73M·APS $156M. TCB 본더는 K&S·ASMPT·Besi 3사가 ~50% — OSAT 고객별 매출은 10-K에서 개별 미공개.","excerpt_en":"FY2025 (ended Oct 4 2025) revenue $654M (-7.4%), net income $0.2M (cyclical trough, barely profitable). Segments: Ball Bonding $293M, Wedge $111M, Advanced Solutions (incl. TCB) $73M, APS $156M. TCB bonders are ~50% split among K&S/ASMPT/Besi — per-OSAT-customer revenue not individually disclosed in the 10-K."},{"stance":"confirms","publisher":"하나마이크론","publisher_en":"Hana Micron","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.hanamicron.co.kr/eng/","title":"Hana Micron IR","title_en":"Hana Micron IR","excerpt":"하나마이크론에 본딩·테스트 장비 공급.","excerpt_en":"Supplies bonding and test equipment to Hana Micron."}]},{"direction":"cost","counterparty":"설비·인프라 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"생산 설비·인프라 투자(비공개).","note_en":"Production equipment and infrastructure (undisclosed).","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2024-11-14","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=KLIC&type=10-K","title":"Kulicke & Soffa 10-K","title_en":"Kulicke & Soffa Form 10-K","excerpt":"생산 설비·인프라 투자(비공개).","excerpt_en":"Production equipment and infrastructure (undisclosed)."}]},{"direction":"cost","counterparty":"부품·소재·R&D (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"본딩 장비 제조용 부품·소재·R&D(비공개).","note_en":"Parts, materials and R&D (undisclosed).","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2024-11-14","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=KLIC&type=10-K","title":"Kulicke & Soffa 10-K","title_en":"Kulicke & Soffa Form 10-K","excerpt":"본딩 장비 제조용 부품·소재·R&D(비공개).","excerpt_en":"Parts, materials and R&D (undisclosed)."}]},{"direction":"revenue","counterparty":"ASMPT","counterparty_slug":"asmpt","confidence":"low","metric":null,"note":"ASMPT향 장비 공급 — 후공정 장비 시장의 대형 플레이어이자 K&S의 고객이면서 하이브리드본딩에서는 경쟁 관계이기도 하다.","note_en":"Supplies equipment to ASMPT — a large back-end player that is both a K&S customer and a rival in hybrid bonding.","sources":[{"stance":"confirms","publisher":"Business Research Insights","publisher_en":"BRI","kind":"analysis","lang":"en","published_at":"2025-01-01","url":"https://www.businessresearchinsights.com/market-reports/tcb-bonder-market-100089","title":"TCB 본더 시장(K&S·ASMPT·Besi 50%)","title_en":"TCB bonder market","excerpt":"ASMPT에 본딩 장비 공급.","excerpt_en":"Supplies bonding equipment to ASMPT."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2024-11-14","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=KLIC&type=10-K","title":"Kulicke & Soffa 10-K","title_en":"Kulicke & Soffa Form 10-K","excerpt":"ASMPT에 본딩 장비 공급.","excerpt_en":"Supplies bonding equipment to ASMPT."}]}]}