TechWing (089030.KQ): 2Q Review: Robust Memory Handler Outlook Backed by Capex Upcycle-20260713
花旗·2026-07-13 23:11
Ac t i o n | 13 Jul 2026 10:40:15 ET │ 13 pages TechWing (089030.KQ) 2Q Review: Robust Memory Handler Outlook Backed by Capex Upcycle CITI'S TAKE TechWing reported 2Q OP of W12.5bn (+29% QoQ/+97% YoY) driven by solid memory handler sales and resumption of HBM cube prober sales. With a 20-unit HBM cube prober order received in 1H26 (vs. the 13-unit order at end-25E), we expect TechWing to benefit from strong back-end Capex upcycle throughout 26E/27E. TP maintained at W80k. Reiterate Buy/1H. 2Q Review — TechW ...