TLB Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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11:00
May 23
May 23
Substrate supply shortage drives ASP up
Substrate (기판) suppliers are in a powerful upcycle: capacity is constrained, demand is surging due to larger and multi-layer substrates for AI chips, and raw material costs are rising, pushing average selling prices up more than 20% in Q1. The trend is expected to continue into the second half. Leading companies include Simmtech, TLB, Korea Circuit, Daeduck Electronics, and ISU Petasys.
HIGH
10:59
May 21
May 21
CPU volume surge drives substrate stock demand.
NVIDIA’s Vera CPU volume is increasing threefold, which will boost demand for AI substrate stocks such as Simtek and TLB.
HIGH
08:35
May 21
May 21
Substrate stocks benefit from CPU volume.
Nvidia's Vera and Grace GPU architectures require significantly more CPU substrates, with volume expected to triple. This directly benefits substrate and PCB companies such as Simtech, TLB, and Korea Circuit, whose products are in short supply. These stocks should see sustained demand growth from the AI infrastructure buildout.
HIGH
About TLB Analyst Coverage
Buzzberg tracks TLB across 2 sources. 3 bullish vs 0 bearish calls from 2 analysts. Sentiment: predominantly bullish (100%). 3 total trade ideas tracked.