2026 Performance Explosion! The Truth Behind the Black Ink Conversion

Honestly, Husung has been in a slump for the past few years due to the sluggish front-end industry of secondary batteries. In April 2025, the stock price even hit rock bottom at 3,800 won. But lo and behold, they succeeded in turning a profit with an operating profit of 22.1 billion won in 2025, and an operating profit of a whopping 41.7 billion won is expected in 2026. Sales are also projected to grow by 23% to 579.5 billion won. Isn’t this a complete “surge”?
This dramatic turnaround is possible because the large-scale depreciation of facilities, such as the LiPF6 factory in China, which had been holding them back, has been completed, alleviating their financial burden. Many evaluate that the foundation for focusing on new business expansion has now been laid. The stock price also surpassed 10,000 won as of April 6, 2026, and news is also heard that the target stock price has been raised to 12,000 won.

Semiconductor Special Gas, the Hidden Helper of HBM4 and 2nm Process

One of Husung’s key growth engines is its semiconductor special gas business. HBM (High Bandwidth Memory) is incredibly hot these days due to AI semiconductors, isn’t it? The demand for special gases like NF3 and C4F8 is said to increase exponentially in cutting-edge semiconductor processes like HBM4 and 2nm. Husung is greatly contributing to the stabilization of the supply chain by supplying products to major domestic semiconductor manufacturers like Samsung Electronics and SK Hynix.
In particular, the final test for the localization of ultra-high purity gas is expected to pass in 2026, so they are expected to benefit significantly from localization. Furthermore, as the price of tungsten, an essential semiconductor material, has soared, the importance of tungsten hexafluoride (WF6) is also increasing. Did you know that Husung is almost the only company in Korea that produces WF6? As the semiconductor market grows, Husung’s role will inevitably become more important.

Secondary Battery Material LiPF6, Shining Domestic Technology Amidst US Regulations

Husung is the only company in Korea that produces LiPF6 (lithium hexafluorophosphate), a core material for secondary battery electrolytes. Although they have faced difficulties due to the sluggish secondary battery industry, they are aiming for both cost reduction and expansion effects by completing the improvement of the LiPF6 production process at their Ulsan factory by the end of 2025.
In particular, as US FEOC (Foreign Entity of Concern) regulations are strengthened, it is becoming difficult for Chinese-made electrolytes and core materials to enter the US market. In this situation, a company like Husung, which is the only one in Korea to produce LiPF6, is bound to benefit from the ripple effect. In 2026, as major domestic battery cell manufacturers’ factories become more active, Husung’s secondary battery material business is also expected to flourish.
In short, Husung is pursuing a strategy to catch two birds with one stone: semiconductors and secondary batteries. It will be interesting to watch what important role Husung will play in our industrial ecosystem in the future.

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