084370
유진테크
Source: dsi_quarterly · analyst_consensus (internal DB). DSI from quarterly filings; consensus as of collection.
Suppliers
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Eugene Technology
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Notes
Eugene Technology is a leading Korean supplier of LPCVD equipment with strong exposure to SK Hynix's DRAM capex, including HBM-related front-end processes. The company also operates a materials business producing precursors used in ALD/CVD steps. Revenue is highly cyclical and concentrated in a small number of Korean memory customers.
Capital Research and Management Company (CRMC), a US-based investment advisor, filed an abbreviated 5% large-holding report disclosing that its holdings increased from 1,198,301 shares (5.23%) to 1,497,989 shares (6.54%). The 299,688-share increase (+1.31 percentage points) was acquired through on-market purchases on May 4, 2026, at an average price of KRW 132,124 per share. The filing is for simple investment purposes, with shares held across client investment accounts managed by CRMC as an investment advisor. No single fund or client individually holds 5% or more. The reference date is May 28, 2026, and the obligation date is May 4, 2026.
Eugene Technology reported Q1 2026 consolidated revenue of KRW 101.87 billion and operating profit of KRW 18.83 billion. The semiconductor equipment segment (LPCVD BlueJay, Plasma Albatross, ALD Harrier) contributed KRW 81.78 billion (80.3% of sales), while precursor materials for DRAM capacitors generated KRW 3.71 billion (3.6%) and other/merchandise sales KRW 16.39 billion (16.1%). Exports reached KRW 37.13 billion, accounting for 36.45% of total revenue, reflecting the company's continued diversification strategy. At the 26th AGM (March 27, 2026), shareholders approved amendments to the articles of incorporation including reclassification of outside directors as 'independent directors' under revised commercial law, changes to proxy voting procedures, and director liability limitations. The report contains limited financial detail as company overview, capital changes, and share count sections are deferred to the semi-annual/annual report per disclosure standards.
Capital Research and Management Company (CRMC), a US-based investment advisor and subsidiary of The Capital Group Companies, has filed a new 5%+ ownership disclosure for Eugene Technology, reporting a 5.23% stake (1,198,301 shares) as of April 30, 2026. This is up from 4.53% (1,038,347 shares) one day earlier, an increase of 159,954 shares (+0.70%) acquired via open-market purchases. The filing is submitted under the simplified format, indicating the holding is for passive investment purposes only with no intent to influence management. The shares are held across client investment accounts managed by CRMC in its capacity as an investment advisor; no single underlying client holds 5% or more individually. The crossing of the 5% disclosure threshold by a major global asset manager may be viewed as a modest positive sentiment signal for the stock.