[Featured Stock] OpenEdge, Korea's 'ARM' Supporting CXL, PIM, and Chiplets... Expecting Strengthened Dominance ↑

Open Edge Technology is showing strong performance. Securities firms' analysis that its market dominance will strengthen appears to be influencing its stock price.

At 10:13 AM on the 6th, Open Edge Technology was trading at 34,200 KRW, up 7.55% from the previous day.

The global semiconductor value chain's 'EDA & IP' market was valued at 18.1 billion USD as of last year.

Minjeong Kwak, a researcher at Hyundai Motor Securities, explained, "Open Edge Technology supports all existing latest memory standards such as HBM3, DDR5, and LPDDR5," adding, "Recently, semiconductor manufacturers have been outsourcing complex IPs, and the related market is about 7.2 billion USD."

She continued, "External IP is essential to respond to ‘Speed to Market,’ which is core to AI semiconductor chips," and added, "Open Edge Technology supplies exclusive IP for LPDDR." She analyzed, "They are strengthening their IP lineup related to advanced processes by supplying 7nm LPDDR 5X to TSMC and 5nm LPDDR 4/4x/5/5x to SSF," and said, "Through the development of Phy IP for SFF 4nm and TSMC 5nm processes, we can expect performance improvements due to product lineup expansion and average selling price (ASP) increases following advanced process expansion."

She stated, "As AI accelerator performance rapidly improves, the need to bridge the gap with DRAM is increasing," and forecasted, "The demand for next-generation semiconductors such as CXL, PIM, and chiplets, which are expected to grow quickly, is inevitable." She emphasized, "This will lead to increased IP demand for Open Edge Technology," adding, "There is growing demand for CXL, which supports high-performance computing through bandwidth expansion, the PIM market led by memory companies, and chiplets." She said, "Open Edge Technology’s market dominance, capable of supplying multi-die interconnect IP solutions, will strengthen," and added, "This year, the proportion of overseas sales is expected to increase by more than 50% compared to the previous year."