YC Chem is showing strong performance. Amid the surge in artificial intelligence (AI) data and announcements by Nvidia, Intel, SK, and Samsung positioning glass substrates as the next-generation core new business, YC Chem's completion of the development of three key materials and the commencement of mass production testing appear to have influenced its stock price.
Glass semiconductor substrates have advantages over plastic, such as the ability to mount more semiconductor chips, reduced packaging thickness, and high heat resistance. Additionally, the data processing capacity per unit area increases by about eight times, and power consumption reduction effects are significant, leading to glass substrates being called the "dream substrate."
As of 11:16 AM on the 3rd, YC Chem was trading at 23,800 KRW, up 4,050 KRW (20.51%) compared to the previous trading day.
YC Chem announced that the three core materials exclusively for semiconductor glass substrates (Photoresist, Stripper, Developer), developed last year, have entered mass production certification evaluation after customer R&D assessments. The company believes that, moving beyond the R&D collaboration phase to the mass production preparation stage, it will be able to supply materials from the second half of this year in line with customer mass production schedules.
The company is also targeting commercialization within this year through performance upgrades of a special-purpose glass coating agent, which it successfully developed for the first time in the world. This product is a special polymer glass coating that protects cracks in semiconductor etching glass substrates. The know-how developed since 2014 for display and solar substrate applications has been applied to protect semiconductor etching glass substrates.
Not only foreign companies such as Nvidia, Intel, and AMD but also SK Hynix and Samsung Electronics are actively adopting glass substrates. Intel, which declared its entry into the glass market early last year, aims to provide packaging services using glass substrates by 2030 and has invested $1 billion (approximately 1.3 trillion KRW) to establish an R&D line in Arizona, USA. Recently, Apple is also reportedly pushing for the application of glass substrates.
According to global market research firm MarketandMarkets, the semiconductor glass substrate market size is expected to grow to $8.4 billion by 2028.
© The Asia Business Daily(www.asiae.co.kr). All rights reserved.
