Techcross Water & Energy 接近获得 SK 海力士 300 亿韩元订单
Techcross Water & Energy 于9月1日表示，接近获得 SK 海力士约300亿韩元的追加订单，该订单为关联后续项目。
原文深度解读
本文报道了韩国水处理企业 Techcross Water & Energy 接近获得 SK hynix 约300亿韩元追加订单的消息。该订单是此前约500亿韩元水处理项目（针对 SK hynix 龙仁半导体集群第一工厂二期 Y1 Ph-2 第一施工区）的后续项目，合同总额预计达800亿韩元。文章还提及 Techcross 近期累计获得1500亿韩元订单，以及其在超纯水领域的成就和政府国产化项目。该内容与电子元器件供应链中半导体制造所需的水处理基础设施相关。
- Techcross 于9月1日表示，接近获得 SK hynix 约300亿韩元的追加订单，该订单为关联后续项目，且口头讨论已完成，正式采购订单（PO）待发。
- 6月，Techcross 已从 SK hynix 获得约500亿韩元的水处理系统建设合同，覆盖龙仁半导体集群第一工厂二期（Y1 Ph-2）第一施工区，两笔合同合计价值预计达800亿韩元。
- 该项目旨在建立处理半导体制造过程中产生的高难度工业废水的处理系统，Techcross 负责废水处理（WWT）系统设备的 EPC 及综合调试。
- Techcross 近期从半导体材料和显示公司获得一系列水处理及环保设施建设项目，总额达1500亿韩元，巩固了其在半导体供应链和显示行业水处理合作伙伴的地位。
- Techcross 提供从超纯水生产、工业供水到废水处理和回用的全流程 EPC 服务，累计超纯水设施建设能力超过每日33万立方米，主要客户包括 SK Siltron、LG Display、Hanwha Aerospace 和 Samsung Biologics。
- 4月，Techcross 被选为政府支持的国产化项目的牵头机构，旨在将超纯水生产全流程国产化率提升至90%以上；此前项目仅超纯水处理环节国产化率已达70%。
供应链影响
- SK hynix 龙仁工厂的持续建设可能带动更多水处理相关订单，但具体规模取决于后续项目进展和采购决策。
- Techcross 在半导体供应链中的水处理角色可能增强，但影响程度取决于其执行能力和订单转化情况。
- 超纯水国产化率的提升可能降低对进口设备的依赖，但实际效果取决于技术验证和产业化进程。
- 半导体制造对高纯度水处理的需求可能增长，但受制于工厂建设周期和行业景气度。
- Techcross 的订单积累可能反映半导体行业投资活跃，但需结合其他供应商动态综合判断。
系统解读，仅作为判断线索，不构成备货、出货、涨价或投资建议。
SK hynix 龙仁第一工厂二期的结构施工数据。（图片来源：SK hynix）
Techcross Water & Energy 表示，接近获得 SK hynix 约300亿韩元的追加订单。
Techcross 一位官员于9月1日表示，该订单是“与近期获得的 SK hynix 龙仁半导体工厂水处理项目相关联的后续项目”，并补充说“约300亿韩元的追加订单几乎确定”。据信，双方已在正式采购订单（PO）之前完成口头讨论。
Techcross 于6月从 SK hynix 获得了约500亿韩元的水处理系统建设合同。该项目覆盖龙仁半导体集群第一工厂二期（Y1 Ph-2）的第一施工区。两份合同的总价值预计将达到800亿韩元。
该项目旨在建立处理半导体制造过程中排放的高难度工业废水的处理系统。Techcross 将负责废水处理（WWT）系统设备的工程、采购和建设（EPC）以及综合调试。
Techcross 近期从半导体材料和显示公司赢得了一系列水处理和环保设施建设项目，总额达1500亿韩元。这些合同巩固了其作为半导体供应链和显示行业关键水处理合作伙伴的地位。
Techcross 提供覆盖整个水处理过程的 EPC 服务，从超纯水生产、工业供水到废水处理和回用。它在工业工厂和显示设施的大型项目中积累了经验。主要客户包括 SK Siltron、LG Display、Hanwha Aerospace 和 Samsung Biologics。其累计超纯水设施建设能力超过每日33万立方米。
4月，Techcross 被选为政府支持的国产化项目的牵头机构，旨在将整个超纯水生产流程国产化。该项目旨在将国产化范围扩展到从预处理、纯水处理到超纯水处理的整个生产过程，并将国产化率提高到90%以上。此前一个项目仅在超纯水处理环节就实现了70%的国产化率。
“水是日益先进的工业流程中稳定生产的关键基础设施，”Techcross 表示。“基于我们在多个行业积累的水处理 EPC 能力，我们将提供覆盖整个先进产业生态的定制化水处理解决方案，并引领市场。”
Structural construction data for Phase 2 of SK hynix’s first Yongin fab. (Photo: SK hynix)
TECHCROSS WATER & ENERGY said it is close to securing an additional order worth about 30 billion won from SK hynix.
A TECHCROSS official said on Sept. 1 that the order is “a follow-on project linked to the recently awarded water treatment project for SK hynix’s Yongin semiconductor plant,” adding that “an additional order worth around 30 billion won is virtually certain.” The companies are believed to have completed verbal discussions ahead of a formal purchase order (PO).
TECHCROSS secured a water treatment system construction contract worth about 50 billion won from SK hynix in June. The project covers the first construction zone of Phase 2 (Y1 Ph-2) of the first fab at the Yongin Semiconductor Cluster. The combined value of the contracts is expected to reach 80 billion won.
The project is aimed at establishing a treatment system for advanced industrial wastewater discharged from semiconductor manufacturing processes. TECHCROSS will handle the engineering, procurement and construction (EPC) of wastewater treatment (WWT) system equipment as well as integrated commissioning.
TECHCROSS has recently won a series of water treatment and environmental facility construction projects from semiconductor materials and display companies, totaling 150 billion won. The contracts have strengthened its position as a key water treatment partner across the semiconductor supply chain and display industry.
TECHCROSS provides EPC services across the entire water treatment process, from ultrapure water production and industrial water supply to wastewater treatment and reuse. It has accumulated experience in large-scale projects for industrial plants and display facilities. Major customers include SK Siltron, LG Display, Hanwha Aerospace and Samsung Biologics. Its cumulative ultrapure water facility construction capacity exceeds 330,000 cubic meters per day.
In April, TECHCROSS was selected as the lead organization for a government-backed national project to localize the entire ultrapure water production process. The project aims to expand localization across the full production process, from pretreatment and pure water treatment to ultrapure water treatment, and raise the localization rate to more than 90%. A previous project achieved a 70% localization rate for the ultrapure water treatment process alone.
“Water is critical infrastructure for stable production in increasingly advanced industrial processes,” TECHCROSS said. “Based on the water treatment EPC capabilities we have accumulated across multiple industries, we will provide customized water treatment solutions spanning the entire advanced-industry ecosystem and lead the market.”