Philoptics is showing strong performance. The expectation that sales in the glass substrate manufacturing equipment sector, which is emerging as the next-generation semiconductor substrate, will increase seems to be influencing the stock price.
As of 9:34 AM on the 16th, Philoptics is trading at 26,100 KRW, up 1.75% from the previous day.
Philoptics stated, "We are preparing to supply semiconductor equipment not only domestically but also to overseas companies," adding, "Since we proactively engaged in research and development (R&D), we are confident that we possess differentiated technology related to semiconductor glass substrates." They also mentioned plans to become a global leading company.
Last month, Philoptics became the first in the industry to supply mass production equipment for TGV (Through Glass Via, glass penetrating electrode manufacturing). The shipment of mass production equipment marked a turning point for Philoptics to advance as a semiconductor equipment company.
In semiconductor glass substrate processing, Philoptics has a product lineup that includes not only TGV but also ▲direct imaging (DI) equipment that forms circuit patterns without masks ▲laser ABF drilling for processing micro holes ▲singulation equipment that separates glass substrates into individual units. Having built a portfolio capable of handling multiple process steps allows them to respond quickly to customer requests.
Glass substrates have the advantage of being processed into large rectangular panels with smooth and hard surfaces, making them easy to handle. They enable ultra-fine line width packaging. Since an interposer itself is not required, the substrate thickness can be reduced. Expanding the packaging area ultimately dramatically enhances performance. Leading domestic and international companies such as ▲Intel ▲Samsung Electronics ▲Samsung Electro-Mechanics ▲SKC have announced large-scale investments related to glass substrates.
A Philoptics representative said, "TGV and singulation equipment require advanced technology to drill holes and cut glass substrates," adding, "Since we have internalized laser-based display processing technology from the company's establishment, we are confident that Philoptics' unique know-how will be well integrated into the semiconductor glass substrate sector."
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