NEPES, GLOBAL TOP-TIER PARTNER
| Date | Disclosure Title | Reporter | 2025-11-14 | 분기보고서 (2025.09) | 네패스 | 2025-09-30 | 주식등의대량보유상황보고서(일반) | 이창우 | 2025-08-14 | 반기보고서 (2025.06) | 네패스 | 2025-07-04 | [기재정정]신규시설투자등 | 네패스 | 2025-06-16 | 주식등의대량보유상황보고서(일반) | 이창우 | 2025-06-16 | 임원ㆍ주요주주특정증권등소유상황보고서 | 이창우 | 2025-06-16 | 주식등의대량보유상황보고서(일반) | 이병구 | 2025-06-16 | 임원ㆍ주요주주특정증권등소유상황보고서 | 이병구 | 2025-06-16 | 최대주주변경 | 네패스 | 2025-05-16 | 주식등의대량보유상황보고서(일반) | 이병구 |
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- Based on 2024 sales (KRW 460 billion), semiconductors accounted for 71%, electronic materials 17%, and rechargeable batteries 11%.
- The semiconductor division primarily derives revenue from WLP (Wafer Paper Packaging), a high-value-added packaging product.
- While the company is the only company in Korea capable of mass-producing FOPLP packaging, it was classified as a discontinued business in 2024 due to significant losses, aiming to stabilize its financial structure.
- The upstream market for its core business, WLP, is expanding from smartphones to AI servers. In April 2025, the company decided to expand its packaging line for AI semiconductors.
- Sales of Cu plating solutions for electronic materials, HBM, are expected to continue to grow in 2025, and the rechargeable battery division is also expected to turn around with recovering lead tab performance.
Source: "Turnaround Expected Driven by Demand for AI Server-Used Power Semiconductors" Naver Pay Securities
