The semiconductor boom triggered by demand for artificial intelligence (AI) investment is rapidly sp..
https://www.mk.co.kr/en/stock/12027687
Publish Date: 2026-04-26 04:31:00
Source Domain: www.mk.co.kr
- Rising Stock Prices: The semiconductor boom due to AI investment has driven up the stock prices of companies like Samsung Electro-Mechanics and LG Innotek, with substantial growth noted this year.
- Demand Surge for High-End Substrates: The demand for high-end semiconductor packaging substrates, specifically FC-BGA used in AI servers and data centers, is skyrocketing.
- Future Investments and Growth: Companies like Samsung Electro-Mechanics plan for large-scale investments to become market leaders, while Daedeok Electronics enjoys high utilization rates in FC-BGA production.
- Supply Constraints Predicted: Despite high-end semiconductor shortages, general-purpose substrates are expected to face supply constraints due to global focuses on ultra-high-performance substrates.
- Emergence of LG Innotek: Though previously perceived as a low-growth stock, LG Innotek is now expected to benefit from a “falling water effect,” benefiting from higher demand in general-purpose substrates.
- Target Price Increases: Securities firms have raised the target stock prices for LG Innotek, anticipating its gain from supply constraints in the substrate market.
