DI Forecasts Record Q2 Earnings at 163.2B Won, Expands Beyond HBM to DRAM and NAND

According to Hana Securities analyst Kwon Tae-woo on July 24, DI is expected to report record Q2 revenue of 163.2 billion won and operating profit of 33.1 billion won, representing gains of 34.7% and 169.8% year-over-year. The company's first-half operating profit is projected to exceed its entire 2025 annual figure.

HBM4 wafer tester supplies to SK Hynix drove the results. Beyond HBM, DI plans to expand H2 supplies into DRAM and NAND wafer testers as additional HBM volumes are negotiated. Hana Securities expects 2027 new fab cycles at SK Hynix and Samsung to create further equipment opportunities as wafer throughput increases drive tester demand.