반도체 호황 등에 업은 '에어퍼스트', 몸값 4조 돌파 [넘버스]

AirFirst's valuation surge to ₩4 trillion demonstrates how AI-driven semiconductor demand reshapes supply chains and accelerates returns for private equity investors. The company's revenue more than doubled in five years by strategically serving Samsung, SK Hynix, and LG—showing how infrastructure suppliers gain outsized value during industry booms. This reflects a broader pattern where supply-chain and semiconductor-adjacent companies become prime acquisition targets as the AI market intensifies.