A Bold Move: Complete Restructuring of the Solar Business Portfolio

On April 21st, Shinsung E&G officially announced a complete restructuring of its solar business portfolio, focusing on high efficiency, high output, and low carbon. This is a strategic decision to proactively respond to the government’s 2050 carbon neutrality policy and renewable energy expansion roadmap. It is noteworthy that the company is pursuing a qualitative transformation of its entire product and production system, beyond simply increasing production capacity.

• Launch of High-Output Modules: The company is preparing to launch high-output modules of 645W or more, which significantly enhance performance compared to existing models, thereby securing competitiveness in the premium market.
• Expansion of ReSCO Model: In the power generation business, the company has set the Renewable Energy Service Company (ReSCO) model as a key task. This business model provides integrated services for finance, installation, and operation, aligning with government-led community-participatory distributed generation models like ‘Sunshine Income Villages’.
• Experience in Large-Scale Projects: The company has verified its power generation business technology by successively winning large-scale projects such as the 47MW Imha Dam, the 74MW Saemangeum Sunshine Sharing Project, and the 300MW Saemangeum Region-Led Floating Solar Power Project.

As such, the company has embarked on a process of transforming its business structure to align with the carbon-neutral era. It has a strong will to leap forward as a comprehensive energy solution company by offering customized lineups, from urban small-scale distributed generation like agri-voltaics and balcony solar to large-scale floating projects.

Shinsung E&G First Supplies Semiconductor Dehumidification Modules to Samsung Electronics

In the cleanroom business sector, remarkable achievements have also been made. On April 21st, Shinsung E&G announced that it had supplied semiconductor dehumidification modules to Samsung Electronics for the first time. This event once again demonstrated the company’s unique technological prowess in the highly demanding semiconductor production environment.

• Core of Technology: This dehumidification module plays a crucial role in creating the ultra-low humidity environment essential for semiconductor manufacturing processes. In particular, it offers the significant advantage of reducing equipment volume and cleanroom footprint without the need for separate dehumidification piping.
• Market Growth Expectations: With unprecedented prosperity in the semiconductor market due to global AI infrastructure investment, new and conversion facility investments by major domestic semiconductor customers are accelerating. Shinsung E&G anticipates over 700 billion won in orders in the semiconductor cleanroom sector this year, expressing strong confidence in business growth.
• Future Technology Advancement: The company plans to advance its technology to control EDM (Extremely Dry Module) humidity to below 1%, clearly indicating a strategy to further solidify its technological leadership in the cleanroom market.

These moves will serve as an opportunity to further strengthen Shinsung E&G’s position in the high-value-added semiconductor industry.

Leap as a Climate Tech Company and 52-Week High

Shinsung E&G is focusing on strengthening its image as a climate tech company that responds to climate change, beyond simply selling products. A good example is its participation in the international air industry exhibition ‘Air Fair 2026’ on April 6th, where it showcased core cleanroom solutions for semiconductor, display, and secondary battery production environments.

• FFU-based Solutions: At Air Fair, the company unveiled FFU (Fan Filter Unit) based products such as V-Master, which removes over 95% of scattered VOCs, ICF (Internal Chemical Filter FFU) equipped with chemical filters (C/F), and ILF (Integrated Lighting FFU), an integrated lighting type.
• Market Reaction: These strategic business restructuring and technology enhancement efforts are receiving positive reactions from the market. In fact, Shinsung E&G’s stock price broke its 52-week high on April 16th, receiving evaluations that both the recovery of the cleanroom business and expectations for new businesses surged simultaneously.

Ultimately, this demonstrates the company’s commitment to strengthening its brand as a climate tech company and securing momentum for sustainable growth.

Shinsung E&G’s 2026 is truly expected to be a dynamic year. From the bold restructuring of its solar business portfolio to the verification of its technological prowess in the semiconductor cleanroom market, and its leap as a climate tech company, strategic moves to secure future growth engines are successfully unfolding. The blueprint this company will draw in the future is highly anticipated.

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