SKC Loading... : Bullish and Bearish Analyst Opinions
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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.
LOW
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.
LOW
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.
LOW
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.
About SKC Analyst Coverage
Buzzberg tracks SKC across 3 sources. 2 bullish vs 0 bearish calls from 3 analysts. Sentiment: predominantly bullish (40%). 5 total trade ideas tracked.