[Key Insights at a Glance]
- 8-to-2 Dominance: The utilization ratio of ALD vs. traditional CVD in core layers has shifted to 8:2, making atomic precision the new industry standard.
- Massive Market CAGR: The ALD market is projected to skyrocket from $4.7B in 2025 to $13.2B by 2035, a 10.9% annual growth.
- 53.2% Profit Surge: Jusung’s FY26 operating profit is set to jump 53.2% YoY, fueled by the aggressive 1c nano DRAM transition by Samsung and SK Hynix.
[Deep Dive: The End of CVD, The Era of Atoms]
Source: Jusung Engineering Guidance Series ALD & CVD Semiconductor Equipment
As memory architectures evolve into extreme 3D vertical stacks, traditional deposition (CVD) is hitting a wall. Conventional methods fail to provide uniform coverage in high-stack structures, leading to fatal current leakage. Enter Atomic Layer Deposition (ALD)—the only technology capable of angstrom-level control.
Jusung Engineering is no longer just a follower; it is a pioneer. While the industry stabilizes at ALD, Jusung is already moving toward Atomic Layer Growth (ALG). This allows for crystalline thin films at ultra-low temperatures (under 400°C), a critical requirement for next-gen AI chips that are sensitive to heat. As nodes shrink to the 1c nano (Angstrom) level, Jusung’s specialized systems are becoming “must-have” enablers for the global semiconductor supply chain.
[💡 Editor Hoi’s Strategic Insight]
Jusung Engineering (036930) stock price chart and technical analysis April 2026
We are witnessing a classic valuation re-rating. With the cancellation of spin-off plans, Jusung has cleared its corporate noise and is focusing purely on its technological core. As SK Hynix scales its M16 fab to 110,000 wafers/month, Jusung is perfectly positioned to dominate the $13.2 billion ecosystem. This isn’t just a cyclical bounce; it’s a structural decoupling from traditional volatility. Focus on the masters of the atomic layer.
Note: For informational purposes only; not financial advice. Invest at your own risk.
