{"slug":"simmtech","name":"심텍","name_en":"Simmtech","ticker":"222800.KQ","updated_at":"2026-07-12T06:27:43.18+00:00","canonical":"https://valuechain.wiki/simmtech","same_as":["https://finance.yahoo.com/quote/222800.KS","https://finance.naver.com/item/main.naver?code=222800"],"citable":"밸류체인 그래프 기준 심텍의 직접 연결 기업은 4곳(관계 기준 공급 0·매출 4)이고, 사슬을 2차까지 넓히면 17곳에 닿는다. 링크의 근거 출처는 4건이며 그중 1차공시가 1건이다 (valuechain.wiki, 2026-07-12 기준).","citable_en":"Per the valuechain.wiki graph, Simmtech is directly linked to 4 companies (0 supply, 4 revenue relationships) and reaches 17 companies within two hops; the links are backed by 4 dated sources, 1 of them primary filings (as of 2026-07-12).","kicker":"코스닥 · 반도체 패키지 기판 · HBM 기판 확장","kicker_en":"KOSDAQ · Semiconductor substrates · expanding into HBM","lead":"메모리용 반도체 패키지 기판(FC-CSP·SiP) 전문 기업으로, 삼성전자·SK하이닉스·마이크론·인텔 등 메모리 업체에 공급하며 HBM 기판으로 사업을 넓히고 있다. 성장 논지는 HBM 슈퍼사이클이다 — HBM·고용량 D램 증설이 고부가 기판 수요를 끌어올리고, 기판은 병목 부품이라 가격·가동률 레버리지가 크다. 다만 사업이 메모리 단일 전방에 묶여 있어, 메모리 캐펙스 사이클의 변동성을 그대로 받는다.","lead_en":"A specialist in memory package substrates (FC-CSP, SiP), supplying memory makers Samsung, SK Hynix, Micron and Intel while expanding into HBM substrates. The thesis is the HBM supercycle — HBM and high-capacity DRAM expansion lift demand for high-value substrates, and because substrates are a bottleneck component, price and utilization leverage are high. But with the business tied to a single memory end-market, it fully absorbs the volatility of the memory capex cycle.","segments":{"fy":2025,"note":"메모리라는 단일 전방에 묶인 사이클 부품 — HBM·SOCAMM2 등 AI 메모리 패키지 기판 병목 부품으로, 메모리 감산기 적자→FY2025 흑자전환→2026 판가·SOCAMM2로 이익 10배 전망의 회복 초입.","parts":[{"desc":"메모리 패키지 기판(MCP·FCBGA·SiP) 전문. 상위 3개 고객(메모리사)이 매출의 68%로 단일 전방 집중 — HBM·SOCAMM2 병목 부품이자 메모리 사이클에 직결.","name":"메모리 패키지 기판 (FC-CSP·SiP)"}],"total":"FY2025 연결 매출 1조4,106억(+14.5%)·영업익 119억(흑자전환)"},"segments_en":{"fy":2025,"note":"A cycle component tied to a single downstream — memory. As a bottleneck part for AI memory package substrates (HBM, SOCAMM2), it swung from memory-downturn losses to an FY2025 turnaround, at the start of a recovery where 2026 profit is guided ~10x on pricing and SOCAMM2.","parts":[{"desc":"Memory package-substrate specialist (MCP, FCBGA, SiP). Top-3 (memory) customers are 68% of sales — single-downstream concentration, a bottleneck part for HBM/SOCAMM2 tied to the memory cycle.","name":"Memory package substrates (FC-CSP, SiP)"}],"total":"FY2025 consolidated revenue KRW 1,410.6bn (+14.5%), operating profit KRW 11.9bn (turnaround)"},"returns_yearly":{"2021":119.6,"2022":-34.6,"2023":12.4,"2024":-63.3,"2025":392.9,"2026":94.9},"return_asof":"2026-06-30","value_chain":{"leading":[{"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":"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 Enterprise","tier":3,"returns_yearly":{"2021":37.4,"2022":4.5,"2023":9.7,"2024":29.1,"2025":15.5,"2026":104}},{"slug":"terawulf","name":"TeraWulf","name_en":"TeraWulf","tier":3,"returns_yearly":{"2021":77.1,"2022":-95.5,"2023":258.2,"2024":135.8,"2025":103,"2026":91.2}},{"slug":"datadog","name":"Datadog","name_en":"Datadog","tier":3,"returns_yearly":{"2021":80.9,"2022":-58.7,"2023":65.1,"2024":17.7,"2025":-4.8,"2026":89.4}},{"slug":"lg-electronics","name":"LG전자","name_en":"LG Electronics","tier":3,"returns_yearly":{"2021":-16.2,"2022":-20.9,"2023":-5.8,"2024":-9.5,"2025":19.2,"2026":85.5}},{"slug":"eoptolink","name":"Eoptolink","name_en":"Eoptolink","tier":3,"returns_yearly":{"2021":-10.1,"2022":-27.7,"2023":136.6,"2024":197,"2025":368.8,"2026":74.9}},{"slug":"aurora","name":"Aurora Innovation","name_en":"Aurora Innovation","tier":3,"returns_yearly":{"2022":-89.3,"2023":261.2,"2024":44.2,"2025":-39,"2026":66.1}},{"slug":"kyocera","name":"교세라","name_en":"Kyocera","tier":3,"returns_yearly":{"2021":7.5,"2022":-2.1,"2023":33.8,"2024":-24,"2025":46.7,"2026":63}},{"slug":"crowdstrike","name":"CrowdStrike","name_en":"CrowdStrike","tier":3,"returns_yearly":{"2021":-3.3,"2022":-48.6,"2023":142.5,"2024":34,"2025":37,"2026":59.7}},{"slug":"wiwynn","name":"Wiwynn","name_en":"Wiwynn","tier":3,"returns_yearly":{"2021":24.7,"2022":-22.3,"2023":206.4,"2024":3.5,"2025":64.4,"2026":45.1}},{"slug":"illumina","name":"Illumina","name_en":"Illumina","tier":3,"returns_yearly":{"2021":2.8,"2022":-46.9,"2023":-31.1,"2024":-1.3,"2025":-1.8,"2026":45}},{"slug":"gigabyte","name":"기가바이트","name_en":"Gigabyte Technology","tier":3,"returns_yearly":{"2021":82.3,"2022":-3.4,"2023":173.2,"2024":-15.9,"2025":-4.7,"2026":44.4}},{"slug":"arista","name":"Arista Networks","name_en":"Arista Networks","tier":3,"returns_yearly":{"2021":97.9,"2022":-15.6,"2023":94.1,"2024":87.7,"2025":18.5,"2026":42.7}},{"slug":"cloudflare","name":"Cloudflare","name_en":"Cloudflare","tier":3,"returns_yearly":{"2021":73,"2022":-65.6,"2023":84.2,"2024":29.3,"2025":83.1,"2026":36.1}},{"slug":"quanta","name":"Quanta","name_en":"Quanta Computer","tier":3,"returns_yearly":{"2021":22.2,"2022":-12.8,"2023":254.5,"2024":12.7,"2025":8.9,"2026":33.4}},{"slug":"planet-labs","name":"플래닛랩스","name_en":"Planet Labs","tier":3,"returns_yearly":{"2022":-29.3,"2023":-43.2,"2024":63.6,"2025":388.1,"2026":32.1}},{"slug":"starbucks","name":"Starbucks Corp","name_en":"Starbucks Corp","tier":3,"returns_yearly":{"2021":11.1,"2022":-13.2,"2023":-1.2,"2024":-2.5,"2025":-5.3,"2026":27.4}},{"slug":"coreweave","name":"CoreWeave","name_en":"CoreWeave","tier":3,"returns_yearly":{"2026":24.1}},{"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":"celestica","name":"Celestica","name_en":"Celestica","tier":3,"returns_yearly":{"2021":37.9,"2022":1.3,"2023":159.8,"2024":215.2,"2025":220.3,"2026":21.7}},{"slug":"johnson-controls","name":"존슨 컨트롤스","name_en":"Johnson Controls","tier":3,"returns_yearly":{"2021":77.4,"2022":-19.3,"2023":-7.6,"2024":39.8,"2025":53,"2026":20}},{"slug":"snowflake","name":"Snowflake","name_en":"Snowflake","tier":3,"returns_yearly":{"2021":20.4,"2022":-57.6,"2023":38.6,"2024":-22.4,"2025":42.1,"2026":19.2}},{"slug":"geely-auto","name":"지리자동차","name_en":"Geely Auto","tier":3,"returns_yearly":{"2021":-40.8,"2022":-22.9,"2023":-40.3,"2024":98.5,"2025":14.5,"2026":18.9}},{"slug":"apple","name":"Apple","name_en":"Apple","tier":3,"returns_yearly":{"2021":34.6,"2022":-26.4,"2023":49,"2024":30.7,"2025":9.1,"2026":16.2}},{"slug":"wistron","name":"위스트론","name_en":"Wistron","tier":3,"returns_yearly":{"2021":7.9,"2022":9.7,"2023":272.7,"2024":-1.6,"2025":22.7,"2026":14.8}},{"slug":"foxconn","name":"Foxconn","name_en":"Foxconn (Hon Hai)","tier":3,"returns_yearly":{"2021":-5.1,"2022":2.8,"2023":7.8,"2024":80.1,"2025":26.9,"2026":10.9}},{"slug":"lockheed-martin","name":"Lockheed Martin","name_en":"Lockheed Martin","tier":3,"returns_yearly":{"2021":3.2,"2022":40.5,"2023":-4.3,"2024":10,"2025":2.5,"2026":9.5}},{"slug":"iren","name":"IREN","name_en":"IREN","tier":3,"returns_yearly":{"2022":-92.3,"2023":472,"2024":37.3,"2025":284.6,"2026":8.9}},{"slug":"rtx","name":"RTX","name_en":"RTX","tier":3,"returns_yearly":{"2021":23.3,"2022":20,"2023":-14.4,"2024":40.8,"2025":61.4,"2026":7.6}},{"slug":"costco","name":"Costco Wholesale","name_en":"Costco Wholesale","tier":3,"returns_yearly":{"2021":51.8,"2022":-19,"2023":49,"2024":39.6,"2025":-5.4,"2026":6.6}},{"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":"walmart","name":"Walmart Inc","name_en":"Walmart Inc","tier":3,"returns_yearly":{"2021":2,"2022":-0.5,"2023":12.9,"2024":74,"2025":24.5,"2026":2.6}},{"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":"tempus-ai","name":"Tempus AI","name_en":"Tempus AI","tier":3,"returns_yearly":{"2025":74.9,"2026":-1.4}},{"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":"super-micro","name":"Super Micro","name_en":"Super Micro","tier":3,"returns_yearly":{"2021":38.8,"2022":86.8,"2023":246.2,"2024":7.2,"2025":-4,"2026":-3.3}},{"slug":"general-motors","name":"제너럴 모터스","name_en":"General Motors","tier":3,"returns_yearly":{"2021":40.8,"2022":-42.4,"2023":7.9,"2024":49.8,"2025":54.2,"2026":-3.8}},{"slug":"ionq","name":"IonQ","name_en":"IonQ","tier":3,"returns_yearly":{"2022":-79.3,"2023":259.1,"2024":237.1,"2025":7.4,"2026":-4.5}},{"slug":"schrodinger","name":"Schrödinger","name_en":"Schrodinger","tier":3,"returns_yearly":{"2021":-56,"2022":-46.3,"2023":91.5,"2024":-46.1,"2025":-7.3,"2026":-7.8}},{"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":"mercadolibre","name":"MercadoLibre","name_en":"MercadoLibre, Inc.","tier":3,"returns_yearly":{"2021":-19.5,"2022":-37.2,"2023":85.7,"2024":8.2,"2025":18.5,"2026":-8}},{"slug":"uber","name":"Uber","name_en":"Uber","tier":3,"returns_yearly":{"2021":-17.8,"2022":-41,"2023":149,"2024":-2,"2025":35.5,"2026":-8.8}},{"slug":"mcdonalds","name":"McDonald's","name_en":"McDonald's","tier":3,"returns_yearly":{"2021":27.8,"2022":0.5,"2023":15.1,"2024":0.1,"2025":7.9,"2026":-9}},{"slug":"lvmh","name":"LVMH","name_en":"LVMH Moet Hennessy Louis Vuitton","tier":3,"returns_yearly":{"2021":46.6,"2022":12.7,"2023":-1.8,"2024":-7.3,"2025":-20.4,"2026":-9}},{"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":"recursion","name":"Recursion Pharmaceuticals","name_en":"Recursion Pharmaceuticals","tier":3,"returns_yearly":{"2022":-55,"2023":27.9,"2024":-31.4,"2025":-39.5,"2026":-13}},{"slug":"toyota","name":"Toyota Motor Corporation","name_en":"Toyota Motor Corporation","tier":3,"returns_yearly":{"2021":58.1,"2022":-13.4,"2023":63,"2024":1.8,"2025":21.8,"2026":-18.2}},{"slug":"alibaba","name":"알리바바","name_en":"Alibaba Group","tier":3,"returns_yearly":{"2021":-49,"2022":-25.8,"2023":-10.8,"2024":11.8,"2025":75.8,"2026":-22.7}},{"slug":"tencent-holdings-limited","name":"텐센트","name_en":"Tencent Holdings Limited","tier":3,"returns_yearly":{"2021":-28.6,"2022":-14.2,"2023":-28.7,"2024":49.8,"2025":52.1,"2026":-23.2}},{"slug":"shopify","name":"Shopify","name_en":"Shopify","tier":3,"returns_yearly":{"2021":21.7,"2022":-74.8,"2023":124.4,"2024":36.5,"2025":51.4,"2026":-23.9}},{"slug":"baidu","name":"바이두","name_en":"Baidu","tier":3,"returns_yearly":{"2022":-8.2,"2023":-23.4,"2024":-13.5,"2025":74.2,"2026":-24.5}},{"slug":"rigetti","name":"Rigetti Computing","name_en":"Rigetti Computing","tier":3,"returns_yearly":{"2022":-92.9,"2023":35.1,"2024":1449.2,"2025":45.2,"2026":-25.3}},{"slug":"xiaomi","name":"샤오미","name_en":"Xiaomi","tier":3,"returns_yearly":{"2021":-43.9,"2022":-21.1,"2023":-4.6,"2024":209.7,"2025":-6.9,"2026":-27.2}},{"slug":"oracle","name":"Oracle","name_en":"Oracle","tier":3,"returns_yearly":{"2021":36.9,"2022":-4.6,"2023":30.9,"2024":60,"2025":18.1,"2026":-27.4}},{"slug":"palantir","name":"Palantir","name_en":"Palantir Technologies","tier":3,"returns_yearly":{"2021":-22.7,"2022":-64.7,"2023":167.4,"2024":340.5,"2025":135,"2026":-28.7}},{"slug":"servicenow","name":"ServiceNow","name_en":"ServiceNow","tier":3,"returns_yearly":{"2021":17.9,"2022":-40.2,"2023":82,"2024":50.1,"2025":-27.7,"2026":-29.7}},{"slug":"kratos","name":"Kratos","name_en":"Kratos Defense","tier":3,"returns_yearly":{"2021":-29.3,"2022":-46.8,"2023":96.6,"2024":30,"2025":187.8,"2026":-36.5}},{"slug":"pony-ai","name":"Pony.ai","name_en":"Pony.ai","tier":3,"returns_yearly":{"2025":1,"2026":-54.6}},{"slug":"openai","name":"OpenAI","name_en":"OpenAI","tier":3,"returns_yearly":null},{"slug":"anthropic","name":"Anthropic","name_en":"Anthropic","tier":3,"returns_yearly":null},{"slug":"dell","name":"Dell","name_en":"Dell Technologies","tier":2,"returns_yearly":{"2021":51.2,"2022":-26.6,"2023":95.9,"2024":53,"2025":11.2,"2026":248.1}},{"slug":"marvell","name":"Marvell","name_en":"Marvell","tier":2,"returns_yearly":{"2021":84.6,"2022":-57.5,"2023":63.7,"2024":83.8,"2025":-22.8,"2026":177.8}},{"slug":"lenovo","name":"Lenovo","name_en":"Lenovo","tier":2,"returns_yearly":{"2021":-4.6,"2022":-20.9,"2023":36.2,"2024":18.2,"2025":-0.6,"2026":175.7}},{"slug":"amd","name":"AMD","name_en":"AMD","tier":2,"returns_yearly":{"2021":56.9,"2022":-55,"2023":127.6,"2024":-18.1,"2025":77.3,"2026":160.5}},{"slug":"mercury-systems","name":"Mercury Systems","name_en":"Mercury Systems","tier":2,"returns_yearly":{"2021":-37.5,"2022":-18.7,"2023":-18.3,"2024":14.8,"2025":73.8,"2026":47.9}},{"slug":"asustek","name":"에이수스(ASUS)","name_en":"ASUSTeK Computer","tier":2,"returns_yearly":{"2021":35.5,"2022":-12.9,"2023":72,"2024":41.1,"2025":-14.1,"2026":46.7}},{"slug":"pure-storage","name":"에버퓨어 (구 퓨어스토리지)","name_en":"Everpure (formerly Pure Storage)","tier":2,"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":2,"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":2,"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":2,"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":2,"returns_yearly":{"2021":22.3,"2022":-38.6,"2023":35.1,"2024":8.3,"2025":13.8,"2026":11.7}},{"slug":"phison","name":"Phison","name_en":"Phison Electronics","tier":2,"returns_yearly":{"2021":26.8,"2022":-10.7,"2023":45.1,"2024":-6.7,"2025":418.3,"2026":-6}},{"slug":"microsoft","name":"마이크로소프트","name_en":"Microsoft","tier":2,"returns_yearly":{"2021":52.5,"2022":-28,"2023":58.2,"2024":12.9,"2025":15.6,"2026":-20}},{"slug":"micron","name":"Micron Technology","name_en":"Micron Technology","tier":1,"returns_yearly":{"2021":24.2,"2022":-45.9,"2023":71.9,"2024":-1,"2025":240.2,"2026":243.3}},{"slug":"intel","name":"Intel","name_en":"Intel","tier":1,"returns_yearly":{"2021":6.1,"2022":-46.6,"2023":94.6,"2024":-59.6,"2025":84,"2026":197.7}},{"slug":"sk-hynix","name":"SK하이닉스","name_en":"SK hynix","tier":1,"returns_yearly":{"2021":-0.4,"2022":-25.6,"2023":53.9,"2024":48.6,"2025":361.1,"2026":140.3}},{"slug":"samsung-electronics","name":"삼성전자","name_en":"Samsung Electronics","tier":1,"returns_yearly":{"2021":-9,"2022":-14.2,"2023":20.9,"2024":-26.4,"2025":212.9,"2026":77.9}}],"benefiting":[],"analysis":"메모리용 패키지 기판(FC-CSP·SiP)의 전문 공급사로, HBM 기판으로 확장하며 메모리 슈퍼사이클에 연동된다. 성장 논지는 HBM — 삼성·SK하이닉스·마이크론의 HBM·고용량 D램 증설이 고부가 기판 수요를 끌어올리고, 기판은 병목 부품이라 가격·가동률 레버리지가 크다. 고객이 메모리 4사로 분산돼 특정사 리스크는 낮으나, 사업이 메모리 단일 전방에 묶여 사이클 변동성이 크다. 그래프 파급은 메모리 3사의 HBM 투자·가동률이 심텍 기판 수주로 전이되는 경로다.","analysis_en":"A specialist supplier of memory package substrates (FC-CSP, SiP), expanding into HBM substrates and tied to the memory supercycle. The thesis is HBM — HBM and high-capacity DRAM expansion at Samsung, SK Hynix and Micron lifts demand for high-value substrates, and as a bottleneck component substrates carry strong price and utilization leverage. Customers spread across four memory makers lower single-name risk, but the business is bound to a single memory end-market with high cycle volatility. In graph terms, memory HBM investment and utilization transmit into Simmtech substrate orders.","analysis_asof":"2026-06-30"},"edges":[{"direction":"revenue","counterparty":"SK하이닉스","counterparty_slug":"sk-hynix","confidence":"high","metric":{"fy":2025,"op_krw_bn":11.9,"turnaround":true,"relationship":"HBM·D램 패키지 기판","revenue_krw_bn":1410.6,"revenue_yoy_pct":14.5},"note":"SK하이닉스 HBM·D램용 기판 공급 — HBM 캐파 확장의 병목 부품 수요처.","note_en":"Supplies substrates for SK Hynix HBM/DRAM — a bottleneck-component demand point in HBM capacity expansion.","sources":[{"stance":"mentions","publisher":"교보증권/증권가","publisher_en":"Kyobo Securities / brokerages","kind":"research","lang":"ko","published_at":"2026-05-15","url":"https://www.dailyinvest.kr/news/articleView.html?idxno=70665","title":"증권가 — 심텍 판가인상·SOCAMM2 본격화, 2026 영업익 1,200~1,539억 전망(교보 목표 13.5만원)","title_en":"Brokerages — Simmtech price hikes + SOCAMM2 ramp; 2026 op profit KRW 120-154bn (Kyobo target KRW 135,000)","excerpt":"판가인상·SOCAMM2 양산·BT기판 가동률 70→90%로 2026 영업익 1,200~1,539억 전망(전년 120억의 10배+). 교보 목표 13.5만원.","excerpt_en":"Price hikes, SOCAMM2 ramp and BT-substrate utilization 70%→90% drive 2026 op profit to KRW 120-154bn (10x+ the prior KRW 12bn); Kyobo target KRW 135,000."},{"stance":"confirms","publisher":"금융감독원 DART(심텍)","publisher_en":"FSS DART / Simmtech","kind":"filing","lang":"ko","published_at":"2026-03-17","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260317000641","title":"심텍 사업보고서(2025.12)","title_en":"Simmtech Annual Report FY2025 (DART)","excerpt":"심텍 FY2025 연결 매출 1조4,106억(+14.5%)·영업익 119억(흑자전환). 메모리 패키지 기판(MCP·FCBGA) 전문으로 상위 3개 고객이 매출의 68%(A 38·B 16·C 14%). SK하이닉스에 HBM·D램 패키지 기판 공급.","excerpt_en":"Simmtech FY2025 consolidated revenue KRW 1,410.6bn (+14.5%), operating profit KRW 11.9bn (turnaround). A memory package-substrate specialist where the top-3 customers are 68% of sales (A 38%, B 16%, C 14%). Supplies HBM·D램 패키지 기판 to SK하이닉스."},{"stance":"confirms","publisher":"심텍","publisher_en":"Simmtech","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.simmtech.com","title":"심텍 IR","title_en":"Simmtech IR","excerpt":"SK하이닉스에 메모리 패키지 기판 공급.","excerpt_en":"Supplies memory package substrates 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=18777","title":"반도체 기판 업계 고성장","title_en":"Substrate makers grow","excerpt":"SK하이닉스에 메모리 패키지 기판 공급.","excerpt_en":"Supplies memory package substrates to SK hynix."}]},{"direction":"revenue","counterparty":"삼성전자","counterparty_slug":"samsung-electronics","confidence":"high","metric":{"fy":2025,"op_krw_bn":11.9,"turnaround":true,"relationship":"메모리 패키지 기판","revenue_krw_bn":1410.6,"revenue_yoy_pct":14.5},"note":"삼성전자 메모리 패키지에 기판 공급 — HBM·D램 증설이 고부가 기판 수요를 끌어올린다.","note_en":"Supplies substrates for Samsung memory packages — HBM/DRAM expansion lifts demand for high-value substrates.","sources":[{"stance":"confirms","publisher":"금융감독원 DART(심텍)","publisher_en":"FSS DART / Simmtech","kind":"filing","lang":"ko","published_at":"2026-03-17","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260317000641","title":"심텍 사업보고서(2025.12)","title_en":"Simmtech Annual Report FY2025 (DART)","excerpt":"심텍 FY2025 연결 매출 1조4,106억(+14.5%)·영업익 119억(흑자전환). 메모리 패키지 기판(MCP·FCBGA) 전문으로 상위 3개 고객이 매출의 68%(A 38·B 16·C 14%). 삼성전자에 메모리 패키지 기판 공급.","excerpt_en":"Simmtech FY2025 consolidated revenue KRW 1,410.6bn (+14.5%), operating profit KRW 11.9bn (turnaround). A memory package-substrate specialist where the top-3 customers are 68% of sales (A 38%, B 16%, C 14%). Supplies 메모리 패키지 기판 to 삼성전자."},{"stance":"confirms","publisher":"심텍","publisher_en":"Simmtech","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.simmtech.com","title":"심텍 IR","title_en":"Simmtech IR","excerpt":"삼성전자에 메모리 패키지 기판 공급.","excerpt_en":"Supplies memory package substrates 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=18777","title":"반도체 기판 업계 고성장","title_en":"Substrate makers grow","excerpt":"삼성전자에 메모리 패키지 기판 공급.","excerpt_en":"Supplies memory package substrates to Samsung Electronics."}]},{"direction":"revenue","counterparty":"Intel","counterparty_slug":"intel","confidence":"mid","metric":{"fy":2025,"op_krw_bn":11.9,"turnaround":true,"relationship":"패키지 기판","revenue_krw_bn":1410.6,"revenue_yoy_pct":14.5},"note":"인텔용 패키지 기판 공급 — 메모리·로직 패키지 수요처로 고객 다변화 축.","note_en":"Supplies package substrates for Intel — a customer-diversification point across memory/logic packages.","sources":[{"stance":"confirms","publisher":"금융감독원 DART(심텍)","publisher_en":"FSS DART / Simmtech","kind":"filing","lang":"ko","published_at":"2026-03-17","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260317000641","title":"심텍 사업보고서(2025.12)","title_en":"Simmtech Annual Report FY2025 (DART)","excerpt":"심텍 FY2025 연결 매출 1조4,106억(+14.5%)·영업익 119억(흑자전환). 메모리 패키지 기판(MCP·FCBGA) 전문으로 상위 3개 고객이 매출의 68%(A 38·B 16·C 14%). Intel에 패키지 기판 공급.","excerpt_en":"Simmtech FY2025 consolidated revenue KRW 1,410.6bn (+14.5%), operating profit KRW 11.9bn (turnaround). A memory package-substrate specialist where the top-3 customers are 68% of sales (A 38%, B 16%, C 14%). Supplies 패키지 기판 to Intel."},{"stance":"confirms","publisher":"심텍","publisher_en":"Simmtech","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.simmtech.com","title":"심텍 IR","title_en":"Simmtech IR","excerpt":"Intel에 메모리 패키지 기판 공급.","excerpt_en":"Supplies memory package substrates to Intel."},{"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=18777","title":"반도체 기판 업계 고성장","title_en":"Substrate makers grow","excerpt":"Intel에 메모리 패키지 기판 공급.","excerpt_en":"Supplies memory package substrates to Intel."}]},{"direction":"revenue","counterparty":"Micron Technology","counterparty_slug":"micron","confidence":"mid","metric":{"fy":2025,"op_krw_bn":11.9,"turnaround":true,"relationship":"메모리 패키지 기판","revenue_krw_bn":1410.6,"revenue_yoy_pct":14.5},"note":"마이크론 메모리용 기판 공급 — 메모리 캐펙스 사이클에 연동.","note_en":"Supplies substrates for Micron memory — tied to the memory capex cycle.","sources":[{"stance":"confirms","publisher":"금융감독원 DART(심텍)","publisher_en":"FSS DART / Simmtech","kind":"filing","lang":"ko","published_at":"2026-03-17","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260317000641","title":"심텍 사업보고서(2025.12)","title_en":"Simmtech Annual Report FY2025 (DART)","excerpt":"심텍 FY2025 연결 매출 1조4,106억(+14.5%)·영업익 119억(흑자전환). 메모리 패키지 기판(MCP·FCBGA) 전문으로 상위 3개 고객이 매출의 68%(A 38·B 16·C 14%). Micron에 메모리 패키지 기판 공급.","excerpt_en":"Simmtech FY2025 consolidated revenue KRW 1,410.6bn (+14.5%), operating profit KRW 11.9bn (turnaround). A memory package-substrate specialist where the top-3 customers are 68% of sales (A 38%, B 16%, C 14%). Supplies 메모리 패키지 기판 to Micron."},{"stance":"confirms","publisher":"심텍","publisher_en":"Simmtech","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.simmtech.com","title":"심텍 IR","title_en":"Simmtech IR","excerpt":"Micron Technology에 메모리 패키지 기판 공급.","excerpt_en":"Supplies memory package substrates to Micron Technology."},{"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=18777","title":"반도체 기판 업계 고성장","title_en":"Substrate makers grow","excerpt":"Micron Technology에 메모리 패키지 기판 공급.","excerpt_en":"Supplies memory package substrates to Micron Technology."}]},{"direction":"cost","counterparty":"원재료·소재 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"메모리 패키지 기판 제조용 원재료·소재 매입(비공개).","note_en":"Raw materials for memory package substrates (undisclosed).","sources":[{"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=18777","title":"반도체 기판 업계 고성장","title_en":"Substrate makers grow","excerpt":"메모리 패키지 기판 제조용 원재료·소재 매입(비공개).","excerpt_en":"Raw materials for memory package substrates (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·연구개발 투자(비공개).","note_en":"Production equipment and R&D (undisclosed).","sources":[{"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=18777","title":"반도체 기판 업계 고성장","title_en":"Substrate makers grow","excerpt":"생산 설비·연구개발 투자(비공개).","excerpt_en":"Production equipment and R&D (undisclosed)."}]}]}