StocksMedium•10 November 2026•
1 min read
TOWA Orders Surge 125.8% Amid High Bandwidth Memory Expansion
Key Facts
1Quarterly equipment orders for TOWA increased by 125.8% due to HBM capacity expansion.
2South Korea's Wonik IPS is projected to nearly double semiconductor equipment revenue between 2025 and 2027.
Quarterly equipment orders for TOWA increased by 125.8% due to the rapid expansion of High Bandwidth Memory (HBM) capacity. According to 247wallst.com, this surge highlights a shift in the AI investment landscape toward specialized machinery required for advanced packaging and HBM components.
South Korea's Wonik IPS is projected to nearly double its semiconductor equipment revenue between 2025 and 2027, with figures expected to rise from ₩707.3 billion in 2025 to ₩1.408 trillion in 2027. This growth reflects emerging bottlenecks in the supply chain for specialized manufacturing tools, signaling a new phase of investment in AI infrastructure.