韩国Asflow首次获荷兰ALD设备龙头（疑为ASM International）Hastelloy焊接组件订单，继L公司后设备内嵌管路客户增至两家

South Korean semiconductor piping component maker Asflow will supply internal equipment piping components to a leading Dutch atomic layer deposition (ALD) equipment manufacturer, identified as Company A, following an earlier deal with global equipment maker Company L. Asflow has secured an order from Company A for piping assemblies made of Hastelloy alloy.
The share of equipment components in Asflow’s revenue, previously centered on semiconductor fabrication plant piping, is expected to increase rapidly. Securities analysts forecast that the company’s revenue next year could roughly double from this year’s level.
According to industry sources on Oct. 26, Asflow recently received an order from Company A for Hastelloy welded piping assemblies, known as weldments, for ALD equipment. Company A selected Asflow as its supplier as it introduces Hastelloy components into its equipment for the first time. This marks the first transaction between the two companies.
Hastelloy is a corrosion-resistant nickel alloy containing chromium, molybdenum and other elements. Originally a trademark of US-based Haynes International, the name is also commonly used in the industry to refer to this family of alloys. The raw material reportedly costs more than 10 times as much as conventional piping materials. Its corrosion resistance helps reduce microscopic particles generated when process gases damage the inner walls of piping. Demand is increasing as smaller particles can affect semiconductor yields at increasingly advanced process nodes.
Asflow manufactures both Hastelloy tubes, which carry gases, and fittings, which connect the tubes. It also supplies complete weldments assembled through welding according to customers’ equipment drawings. The company secures raw materials in advance based on customer demand forecasts and has brought precision machining, electropolishing (EP), cleaning and welding capabilities in-house. Asflow said it can deliver products within approximately one month of receiving an order.
Global suppliers including Fujikin, UCT and Ichor also provide Hastelloy piping components. However, production of tubes and fittings and their subsequent assembly are often handled by different companies, extending delivery times. Raw material procurement alone reportedly takes three to four months, while delivery of finished products can take more than a year. Industry observers say Asflow’s integrated manufacturing capabilities have become a competitive advantage as piping component lead times lengthen.
Asflow could secure additional customers. The company is discussing the adoption of Hastelloy components with other companies, including a global logic semiconductor manufacturer identified as Company I. Company I is reportedly considering replacing internal piping in existing equipment with Hastelloy components to reduce particle generation and extend component life. Asflow is also discussing supply opportunities with companies transitioning to molybdenum materials. Molybdenum precursors are solid at room temperature, and piping can corrode when the materials are sublimated and supplied as gases, creating demand for highly corrosion-resistant components.
Asflow is also pursuing domestic sourcing of raw materials. Since 2024, the company has participated in a government-backed project to establish a South Korean supply chain for Hastelloy raw materials currently procured from Japan, Europe and other markets. It is working with steelmakers including SeAH Changwon Special Steel to establish domestic capabilities spanning material production, component manufacturing and assembly.
Asflow previously passed a quality audit by global semiconductor equipment maker Company L and secured a weldment supply agreement. It is receiving approvals in stages for approximately 1,000 weldment items to be supplied to Company L. The latest order increases its number of customers for internal equipment components to two.
Suppliers of internal equipment components face stringent qualification requirements because customers must share detailed equipment drawings. Industry observers say suppliers generally retain their positions in the supply chain once qualified, barring exceptional circumstances.