SFA's Semiconductor Orders Rise to 57% of Total in Third Quarter

What happened

On Nov. 12, SFA reported third-quarter standalone revenue of 192.3 billion won and operating profit of 26.6 billion won, with operating margin rising to 13.8%, continuing an upward trend from 11.5% in the first quarter and 12.8% in the second. Gross profit margin reached 21.7%, up 3.2 percentage points from a year earlier and its highest level since 2022, which SFA attributed to an expanded lineup of high-value products and stronger cost competitiveness. Of 135.6 billion won in new orders received in the third quarter, semiconductor-related orders accounted for 77.2 billion won, or 56.9% of the total — 43.3 percentage points higher than the 13.6% share recorded in the first half. Cumulative orders through the third quarter, including overseas subsidiaries, totaled 643.5 billion won; the company is expanding its customer base among outsourced semiconductor assembly and test (OSAT) providers and packaging-related companies, and maintained its annual order target of 1.3 trillion won. Third-quarter consolidated revenue rose 9.2% from a year earlier to 430.2 billion won, with operating profit of 22.1 billion won. SFA expects earnings to improve from the fourth quarter onward as semiconductor equipment orders begin contributing to revenue, and also expects the start of operations at a new production line operated by subsidiary SFA Semicon to have a positive impact on consolidated results.

Impact and signal

Affected components and suppliers

Source and time

Source: The Elec · 11/12/2026 · View original source