Special gas consumption increases due to DRAM and foundry miniaturization
Special gas for P2 memory·Increased gas supply to overseas customers
Wonik Materials' performance expectations are rising due to increased demand for special gases.
Kim Kyung-min, a member of Hana Financial Investment, predicted in a report on the 17th that Wonik Materials' consolidated sales for the second quarter of 2021 would increase 7.6% year-on-year to KRW 72.8 billion.
Regarding this, Commissioner Kim Kyung-min stated that this is because the demand for special gases is increasing due to the advancement of 3D NAND, miniaturization of DRAM, and miniaturization of non-memory foundries.
Commissioner Kim Kyung-min said that sales in the third quarter are expected to increase compared to the second quarter, and in the third quarter, in addition to the peak season effect, various special gases will be supplied for mounting memory devices on the P2 production line, and deposition gases will be supplied to overseas customers, so he expects sales to take the lead in the third quarter compared to the second quarter.