---
title: "디아이 본사's profitability improved significantly due to operating leverage from a surge in equipment… — 현대차증권 반도체소부장/로보틱스 윤동욱 — DecisionGateway"
description: "statement by 현대차증권 반도체소부장/로보틱스 윤동욱, recorded recently — verbatim quote and source citation."
canonical_url: "https://dgw.tmarket.io/claims/01a1d94e-fc0f-768f-8898-8c09d40c718f"
meta:
  "og:description": "statement by 현대차증권 반도체소부장/로보틱스 윤동욱, recorded recently — verbatim quote and source citation."
  "og:image": "https://dgw.tmarket.io/og.jpg"
  "og:image:alt": "White network of connected nodes crossed by a timeline on black"
  "og:image:height": "1024"
  "og:image:width": "1024"
  "og:title": "디아이 본사's profitability improved significantly due to operating leverage from a surge in equipment… — 현대차증권 반도체소부장/로보틱스 윤동욱 — DecisionGateway"
  "twitter:image": "https://dgw.tmarket.io/og.jpg"
---

> Index of every page on this site: [llms.txt](https://dgw.tmarket.io/llms.txt)

statement

# **디아이 본사's profitability improved significantly due to operating leverage from a surge in equipment supply volume in the second half.**

A statement by 현대차증권 반도체소부장/로보틱스 윤동욱. Statements are as reported by the cited publishers — not verified by DecisionGateway.

> *하반기 장비 공급 물량 급증에 따른 영업 레버리지 효과로 수익성이 큰 폭 개선된 것으로 파악되며*

hmsecresearchPublished 2026-11-02 [ Read source](https://t.me/hmsecresearch/6152)

## **Discussion**

## **Related claims**

[**The 3Q26 earnings improvement was driven by fixed-cost leverage from higher engine deliveries, expanded recognition of 2025 high-price orders, and a rising share of LPG DF engines.**현대차증권 조선/방산 백주호 · statement](https://dgw.tmarket.io/claims/01a1d939-d013-72d2-9a10-6f0e0fde0666) [**디아이's 3Q26 results were revenue of 217.7 billion won (YoY +99.6%, QoQ +29.1%) and operating profit of 59.3 billion won (YoY +493.1%, QoQ +49.9%, OPM 27.3%), far exceeding consensus and the analyst's estimates.**현대차증권 반도체소부장/로보틱스 윤동욱 · statement](https://dgw.tmarket.io/claims/01a1d94e-fc04-7c05-af8d-3efa0e4acc5d) [**디아이 본사 is expected to lead growth in 2027, with orders from major customers' general-purpose memory investments starting in earnest from 1Q27 and memory package tester supply volume rising sharply versus this year.**현대차증권 반도체소부장/로보틱스 윤동욱 · prediction](https://dgw.tmarket.io/claims/01a1d94e-fc3c-7f20-b754-47884e539cb6) [**건설 사업 revenue and operating profit grew 35% and 19% YoY respectively, driven by large logistics construction starts and settlement at two sites.**하나증권 운송/모빌리티 Analyst 안도현 · statement](https://dgw.tmarket.io/claims/01a1cebc-c0b3-77fa-90af-f25b94b0ee9f) [**Nykaa's profit jumped 207% last quarter.**Motilal Oswal - Official · statement](https://dgw.tmarket.io/claims/01a1cf9c-64b0-77a4-890f-0dd74be85404) [**Part of the profits of the subsidiary that manufactures chambers was reflected in consolidated operating profit and contributed to the 3Q26 earnings surprise.**현대차증권 반도체소부장/로보틱스 윤동욱 · statement](https://dgw.tmarket.io/claims/01a1d94e-fc27-7326-9966-1009feff3072)

[All claims](https://dgw.tmarket.io/claims)

```json
{"@context":"https://schema.org","@graph":[{"@id":"https://dgw.tmarket.io/#website","@type":"WebSite","description":"Decisions, events and falsifiable forecasts from 4,000+ Telegram channels — every claim cited. Read free.","name":"DecisionGateway","url":"https://dgw.tmarket.io/","publisher":{"@id":"https://dgw.tmarket.io/#identity"}},{"@id":"https://dgw.tmarket.io/claims/01a1d94e-fc0f-768f-8898-8c09d40c718f#webpage","@type":"WebPage","description":"statement by 현대차증권 반도체소부장/로보틱스 윤동욱, recorded recently — verbatim quote and source citation.","name":"디아이 본사's profitability improved significantly due to operating leverage from a surge in equipment… — 현대차증권 반도체소부장/로보틱스 윤동욱 — DecisionGateway","url":"https://dgw.tmarket.io/claims/01a1d94e-fc0f-768f-8898-8c09d40c718f","breadcrumb":{"@id":"https://dgw.tmarket.io/claims/01a1d94e-fc0f-768f-8898-8c09d40c718f#breadcrumb"},"isPartOf":{"@id":"https://dgw.tmarket.io/#website"},"potentialAction":[{"@type":"ReadAction","target":["https://dgw.tmarket.io/claims/01a1d94e-fc0f-768f-8898-8c09d40c718f"]}]},{"@id":"https://dgw.tmarket.io/#identity","@type":"Organization","name":"DecisionGateway","url":"https://dgw.tmarket.io"},{"@id":"https://dgw.tmarket.io/claims/01a1d94e-fc0f-768f-8898-8c09d40c718f#breadcrumb","@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","name":"Home","item":"https://dgw.tmarket.io","position":1},{"@type":"ListItem","name":"Claims","item":"https://dgw.tmarket.io/claims","position":2},{"@type":"ListItem","name":"디아이 본사's profitability improved significantly due to…","position":3}]},{"@id":"https://dgw.tmarket.io/claims/01a1d94e-fc0f-768f-8898-8c09d40c718f#/schema/quotation/1","@type":"Quotation","dateCreated":"2026-11-02","isBasedOn":"https://t.me/hmsecresearch/6152","text":"하반기 장비 공급 물량 급증에 따른 영업 레버리지 효과로 수익성이 큰 폭 개선된 것으로 파악되며","url":"/claims/01a1d94e-fc0f-768f-8898-8c09d40c718f"}]}
```

## Sitemap

See the full [sitemap](https://dgw.tmarket.io/sitemap.md) for all pages.