SKC Loading... : Bullish and Bearish Analyst Opinions
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13:30
Jun 22
Jun 22
Long-term glass substrate watch via LG Display, SKC
Glass substrate technology is not yet commercialized and may cause near-term losses for investors, but the long-term potential is significant. For those who can endure short-term pain, holding LG Display and SKC is an attractive long-term play on the eventual adoption of glass substrates in advanced packaging.
MED
02:07
Jun 07
Jun 07
Author shares a supply-chain timeline for glass substrate beneficiaries and equipment suppliers, defaulting to watch as it is a factual research map without personal position language.
LOW
14:58
May 30
May 30
Author discusses glass core substrate supply chain trends and LPK/SKC Absolics as beneficiaries but does not state a personal position or explicit trade call.
LOW
03:42
May 12
May 12
SKC glass substrates need progress visibility.
SKC is the leader in glass substrates, a well-defined future growth theme. However, the stock has pulled back from elevated valuations and needs to show tangible progress (capex or customer visibility) before resuming its rally. Watch for support at the 10-day moving average.
MED
12:30
May 11
May 11
Long glass substrate plays SKC and Samsung Electro-Mechanics.
Glass substrates for advanced chip packaging are a promising theme as the industry moves from silicon interposers to cheaper, heat-resistant glass. The two main beneficiaries are SKC and Samsung Electro-Mechanics. Philoptics, which makes the TGV drilling equipment, is a higher-risk play that may commercialize by year-end or next year.
MED
08:26
May 07
May 07
SKC subsidiary Absolics is advancing glass substrate technology for next-gen networking chips, supplying samples to a U.S. customer with potential mass production later this year.
HIGH
01:47
May 07
May 07
The author discusses cost averaging and expresses unease about SKC's debt-fueled buildout and legacy drag, but offers no explicit forward-looking directional call.
HIGH
00:37
May 07
May 07
Long SKC as the lowest market‑cap leader in glass core substrates, providing leveraged upside if the theme succeeds.
HIGH
00:31
May 07
May 07
The author expresses a bullish view on SKC as a glass core substrate leader with CHIPS Act funding and bottoming EV drag, while HB Technologies is noted as a lower-risk play on yields but without a clear directional call.
HIGH
About SKC Analyst Coverage
Buzzberg tracks SKC across 3 sources. 1 bullish vs 0 bearish calls from 5 analysts. Sentiment: predominantly bullish (11%). 9 total trade ideas tracked. Latest voices: Yoo Chang-hee, aleabitoreddit, Jang Woo-jin.