📌 Key Filing Highlights
- Financial Turnaround: Recorded Q3 2026 consolidated revenue of 192.8 billion KRW (~$144.4M USD) and operating profit of 17.7 billion KRW (~$13.3M USD), successfully pivoting from operating losses in H1 2026.
- Strong Growth: Operating profit surged 426.4% Year-over-Year (YoY), driven by expanded investments from global semiconductor customers and R&D efficiency.
- Strategic Investment: Ongoing investment of 104.8 billion KRW (~$78.4M USD) for the Yongin 2nd Research Institute to enhance R&D Fab capacity and synergy across semiconductor, solar, and display sectors.
- Market Position: Maintains a dominant technological edge with 3,470 patents and specialized ALD/ALG technology for DRAM and next-generation semiconductors.
Filing Overview and Core Decision
Jusung Engineering has submitted its quarterly report for the third quarter of the 32nd fiscal year (ending September 30, 2026). The filing details a significant recovery in financial performance, characterized by a return to profitability in the operating segment. This turnaround is attributed to the recovery of global semiconductor capital expenditures (CAPEX) and the company’s ability to leverage its proprietary Atomic Layer Deposition (ALD) and Atomic Layer Growth (ALG) technologies to meet increasing customer demand.
Detailed Filing Terms and Specifications
1. Financial Performance (Consolidated Q3 2026)
| Metric | Value (KRW) | USD Equivalent (~1335 KRW/USD) | YoY Change |
|---|---|---|---|
| Revenue | 192.8 Billion KRW | ~$144.4M USD | +32.8% |
| Operating Profit | 17.7 Billion KRW | ~$13.3M USD | +426.4% |
| Net Income | 28.0 Billion KRW | ~$21.0M USD | – |
| Operating Margin | 22.6% | Turnaround from H1 Loss | |
2. Facility Investment Plan (Yongin 2nd Research Institute)
- Investment Target: New facilities for Jusung Yongin 2nd Research Institute
- Total Investment Amount: 104.8 billion KRW (~$78.4M USD)
- Investment Period: June 9, 2025 – June 9, 2028
- Primary Objective: Securing additional R&D Fab space and enhancing synergy between semiconductor, display, and solar business units.
3. Production and Capacity
- Semiconductor Equipment Capacity: 1,617 units
- Display Equipment Capacity: 88 units
- Average Capacity Utilization (Gwangju Plant): 76.4%
- Solar Cell Capacity: Over 20GWp annually (flexible adjustment based on schedule)
Operational Purpose and Company Rationale
The company states that the recent growth in revenue and operating profit is a direct result of expanded investments by global semiconductor customers and the optimization of R&D investment efficiency. Regarding the Yongin 2nd Research Institute investment, the company aims to create innovative value and ensure rapid customer response by expanding its R&D Fab footprint and strengthening the technical synergy between its three core business pillars: semiconductors, solar energy, and displays.