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00:24
May 21
Lee Kwon-hee CEO, Economist 815 Money Talk (815머니톡)
Substrate stocks gain from Vera Rubin LPDDR demand.
The transition from Grace to Vera Rubin CPU in NVIDIA's next-generation platform will triple LPDDR memory demand, driving significant growth for semiconductor substrate (기판) companies like Simtech and Korea Circuit. These stocks are positioned to benefit from the upcoming volume ramp.
036530.KQ 1ST
HIGH

About 036530.KQ Analyst Coverage

Buzzberg tracks 036530.KQ across 1 sources. 1 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (100%). 1 total trade ideas tracked.