NuAxiSemiconductor trade intelligence

ISC posts record earnings in 2025 thanks to AI demand

What happened

ISC reported record 2025 revenue of 220.2B won and operating profit of 60.1B won, driven by a 115% surge in test socket sales for logic/GPU/AI chips. The company forecasts continued growth from sophisticated HBM testing needs and plans to expand its major customer base from 8 to 12. Bullish: Strong earnings and projected 20% growth for 2026 signal robust, sustained demand for advanced test solutions from key memory and logic chipmakers.

Impact and signal

Medium impactImpact score: 60/100

Affected components and suppliers

HBMGPUAI Chips

ISC

earnings-beatdemand-surgetest-sockets

Source and time

Source: The Elec · 2/4/2026 · View original source

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ISC posts record earnings in 2025 thanks to AI demand

What happened

Impact and signal

Affected components and suppliers

Source and time

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