OCI二季度盈利大幅改善并扩展半导体材料业务

OCI significantly improved its second-quarter earnings on stronger petrochemical sales and continued growth in its semiconductor materials business. The company is also expanding into the wafer reclaim market for semiconductor packaging, extending its portfolio beyond polysilicon, hydrogen peroxide and phosphoric acid into advanced packaging materials.
OCI reported on July 22 that it posted 535.0 billion won in revenue and 43.3 billion won in operating profit for the second quarter.
Revenue rose 1.5% from a year earlier, while operating profit rebounded from an operating loss of 2.3 billion won in the same period of 2025. Compared with the previous quarter, revenue increased 5.6% and operating profit climbed 55.5%.
The company's Basic Chemicals segment, which includes semiconductor materials, generated 209.5 billion won in revenue and 18.1 billion won in operating profit. Profitability improved as prices for certain semiconductor material products increased. Sales volumes of caustic soda (CA) and toluene diisocyanate (TDI) also rose following the completion of scheduled maintenance and a recovery in product demand. TDI prices increased as supply disruptions resulting from the US-Iran conflict tightened the market.
The Carbon Chemicals segment reported 331.5 billion won in revenue and 31.0 billion won in operating profit, supported by wider margins for benzene, toluene and xylene (BTX) products amid stronger crude oil prices. The company expects margins to narrow in the third quarter as geopolitical risks ease. However, it expects profitability to remain stable thanks to expanded production capacity for conductive carbon black and higher sales of pitch, a raw material used in carbon materials.
OCI has recently accelerated the expansion of its semiconductor materials business. Through OCI Specialty, whose acquisition from OCI Holdings was completed on July 16, the company is entering the semiconductor packaging wafer reclaim business.
The business involves collecting wafers previously used by semiconductor packaging customers, cleaning and refurbishing them, and supplying them for reuse. OCI plans to invest approximately 25.4 billion won in a new production facility in Gongju, with completion targeted for the first half of 2027. The company also plans a second phase of capacity expansion in line with market demand.
OCI is also strengthening its presence in high-value specialty chemical materials. The company recently completed an expansion that increased annual production capacity for conductive carbon black by 30,000 metric tons. The investment is intended to meet growing demand for ultra-high-voltage power grids driven by the expansion of AI data centers and renewable energy infrastructure. Initial shipments to major customers began earlier this month.
"We continued our earnings growth in the second quarter, supported by improving market conditions for basic chemical products and the expansion of our semiconductor materials business," said Kim Yoo-shin, vice chairman of OCI. "We will continue to strengthen our business portfolio in line with the growth of the AI and semiconductor industries by expanding investments in high-value advanced materials, including semiconductor packaging wafer reclaim services and conductive carbon black."