Abiko Electronics is showing strong performance. The full-scale mass production of new DDR5 DRAM products and the expansion of the artificial intelligence (AI) market appear to be influencing stock prices with expectations of an improvement in the DRAM market downturn.
As of 10:36 AM on the 26th, Abiko Electronics is trading at 16,220 KRW, up 9.15% from the previous day.
Recently, Samsung Electronics began mass production of 5th generation DRAM using the world's first 12nm-class process. Samsung plans to continuously expand its 12nm-class DRAM lineup according to customer demand and supply it for various applications such as data centers, artificial intelligence, and next-generation computing.
Lee Dong-joo, a researcher at SK Securities, explained, "For DDR5 inductors, the metal type has high added value," adding, "Profit margins are expected to improve rapidly starting from supply."
He also forecasted, "The effect of product price increases is much greater," and "Performance growth is expected to be steep until 2025, when DDR5 penetration reaches around 50%."
Abiko Electronics is currently testing prototypes of inductors for DDR5. They have developed metal power inductors for DDR5. There has been a change in power management technology for memory modules in DDR5. The PMIC (Power Management Integrated Circuit) will be mounted on the memory module itself rather than the motherboard. It is expected that the adoption of passive components in DDR5 DRAM modules will increase. With the release of server CPUs supporting DDR5, the era of server DDR5 DRAM is expected to begin in earnest. Abiko Electronics anticipates that, driven by CPU replacement demand in the server market and the spread of AI technologies such as ChatGPT, demand will surge in the mid-to-long term due to the adoption of high-performance servers and high-capacity memory.
© The Asia Business Daily(www.asiae.co.kr). All rights reserved.
