01 011790.KS SKC Co., Ltd. Loading... : Bullish and Bearish Analyst Opinions

Glass substrate stocks SKC and Philoptics are benefiting from Intel's recovery and renewed interest in glass substrate technology for advanced packaging. Both stocks surged on the theme.

Glass substrate is a key next-generation packaging material, revived by Intel's comeback. Companies like SKC, Philoptics, J&TC, and Kamtronics will see early revenue recognition (Philoptics first). These stocks have strong momentum and upside as commercialization progresses. Recommend buying on dips and holding for medium-term.

Glass substrate stocks (SKC, Philoptics, J&TC, Camtronics) are attractive as substitutes for overextended semiconductor giants. They benefit from the AI semiconductor supply chain, Intel-Apple alliance, and sample supply starting in April, with SKC leading in glass substrate technology. These names have lagged but are now showing strong momentum.

Glass substrate stocks are benefiting from Intel's revival in advanced packaging and AI demand. Companies like SKC, Philoptics, and Kemtronics are positioned to profit from this emerging technology, with commercialization expected within a year. The sector has strong momentum and is worth buying into.

The simultaneous rise of Samsung Electro-Mechanics and SKC confirms that the glass substrate era is real. Glass substrates enable better performance for AI semiconductors and are essential for practical immersion cooling. The TGV (Through Glass Via) process equipment makers like HB Technology and Philoptics are also part of this supply chain.

Glass substrate technology for AI data centers is becoming mainstream, benefiting Samsung Electro-Mechanics, SKC, HB Technology, and Philoptics as key suppliers.