Duksan Hi-Metal is showing strong performance. It is interpreted to be influenced by the news that Nvidia recorded surprising earnings.
As of 9:13 AM on the 26th, Duksan Hi-Metal is trading at 6,240 KRW, up 3.48% compared to the previous day.
Nvidia posted sales of $7.19 billion in the first quarter of this year, significantly exceeding Wall Street's forecast of $6.52 billion. The adjusted earnings per share (EPS) was $1.09, surpassing the market expectation of $0.92. In particular, Nvidia expects second-quarter sales to reach $11 billion, which is more than 50% above the market estimate of $7.15 billion.
Nvidia's strong performance was driven by increased demand due to the expansion of data center infrastructure. Nvidia's data center segment sales reached $4.28 billion, a 14% increase compared to the same period last year, far exceeding Wall Street's forecast of $3.9 billion. The company explained that demand for graphics processing units (GPUs) from companies to process vast amounts of data in data centers has greatly increased.
Duksan Hi-Metal is the global market leader in micro solder ball (MSB) market share. By domesticating solder balls, which had been monopolized by Japan, it secured the second largest share in solder balls and the number one share in MSB.
MSB is a high value-added product that reduces solder balls to ultra-small and ultra-precise sizes below 130 microns. It is used in high-performance semiconductors such as central processing units (CPUs) and graphics processing units (GPUs) made by Intel, AMD, and Nvidia.
Duksan Hi-Metal expanded its MSB factory last year due to increased usage of FC-BGA in electric vehicles, artificial intelligence (AI), and data center markets.
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