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© 2026 Silicon Nexus. Data sourced from DART (Korea's EDGAR — operated by the Financial Supervisory Service).

TES (095610) | Silicon Nexus

095610

TES

테스

Price

Supply Chain Position

Equipment (WFE/Test/Inspection)

Makes dry etching, PECVD, and gas-phase cleaning equipment used in NAND flash and DRAM front-end fabrication.

Suppliers

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↓

TES

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Customers

SK Hynix
Samsung Electronics

Competitors

Lam ResearchTokyo ElectronApplied Materials

Recent Disclosures (4)

Jun 5, 2026medium
KRW 21.2B Semiconductor Equipment Supply Contract with SK hynix
The company signed a single supply contract worth KRW 21.2 billion to provide semiconductor manufacturing equipment to SK hynix. The deal represents 6.04% of the company's most recent annual revenue (KRW 351.1 billion), making it a meaningful order. Payment terms are 90% on equipment delivery (FOB) and 10% after setup completion, with the contract running from June 4, 2026 through January 15, 2027. SK hynix is a recurring customer, having executed similar contracts with the company within the past three years.

Notes

TES is a Korean front-end semiconductor equipment maker historically tied to SK Hynix, with core products in PECVD, dry etch, and gas-phase cleaning, primarily exposed to NAND capex cycles. Revenue is highly cyclical and concentrated in a small number of domestic memory customers, making it sensitive to SK Hynix and Samsung NAND investment decisions.

See TES in the full network map

May 21, 2026medium

KRW 21.5B Semiconductor Equipment Supply Contract with SK Hynix

The company signed a single supply contract to deliver semiconductor manufacturing equipment to SK Hynix for KRW 21.534 billion (excluding VAT), equivalent to about 6.13% of its most recent annual revenue. The contract runs from May 20, 2026 to January 11, 2027, with payment structured as 90% on equipment delivery (FOB) and 10% after setup completion. No down payment is involved, and the company has a track record of similar contracts with SK Hynix over the past three years. The deal reinforces the company's position as a key equipment supplier to SK Hynix amid ongoing memory capex.

May 18, 2026low

Investor Relations (IR) Non-Deal Roadshow Scheduled for May 19–20, 2026

TES will hold a Non-Deal Roadshow (NDR) targeting domestic institutional investors in Seoul on May 19–20, 2026, from 09:00 to 17:00. The event is sponsored by Hana Securities and focuses on updating participants on the company's Q1 2026 business performance and current management status. A question-and-answer session will be included. IR materials have been made available as of May 18, 2026, on both the KRX KIND system and the company's official website.

May 13, 2026medium

Q1 2026 Quarterly Report: Revenue KRW 97.2bn, Operating Profit KRW 22.2bn

TES reported strong Q1 2026 results with consolidated revenue of KRW 97.2 billion, operating profit of KRW 22.2 billion, and net income of KRW 24.6 billion. Semiconductor front-end equipment (primarily PECVD and Gas Phase Etch & Cleaning tools) accounted for over 99% of revenue, with the remaining 1% from display and UVC LED equipment. Domestic sales dominated at 96% versus 4% overseas, indicating continued heavy reliance on Korean chipmakers (Samsung, SK hynix). At the March 2026 AGM, Joo Jae-young was newly appointed as co-CEO alongside re-appointed Lee Jae-ho, while Joo Soong-il was re-elected as inside director and named Chairman of the Board. The report otherwise references the 2025 annual report for company overview, capital, and share information.