Temc티이엠씨

TEMC's share price has risen sharply over three months, while reported profit and revenue have been falling from their 2025 peak.

TEMC makes specialty gases used in semiconductor manufacturing and counts SK hynix among its customers. On trailing twelve-month figures to H1 2026 it reported revenue of ₩276B, operating income of ₩17B and net income of ₩18B, with a 6.6% net margin. Its share price is ₩13,140, well above its 52-week low of ₩6,300 but below its high of ₩30,300.

What stands out

• Revenue fell 9.8% in 2025 to ₩280B after a 54.5% rise in 2024, and TTM operating income of ₩17B is below the ₩25B reported for 2025.
• TTM net income of ₩18B is higher than operating income, so non-operating items or other factors contributed; the data does not explain why.
• Borrowings of ₩107B exceed cash of ₩61B, and liabilities are 55.8% of equity, while free cash flow is only about ₩0.7B.
• The share price is up 51% over three months and 36% over one year, but foreign ownership fell from 5.9% to 0.8% over the last 60 days.
• Recent filings include a buyback trust contract (Aug 2026), a share acquisition in another company (May 2026) and conversion rights exercised on the 1st series (May 2026); the data does not say what these mean for the business.

What to watch

• The half-year report for Jun 2026 was filed on 14 Aug 2026; the full detail and any changes in margins or borrowings should be checked there.
• Whether the buyback trust and recent conversion-rights activity affect the share count or shareholder base, as the data does not give details.
• Headlines point to expectations around semiconductor specialty gases, but the data includes no company guidance or analyst forecasts to test them against.