[Click eStock] "SamCNS, Focus on New Ceramic Substrate Business"

On the 30th, KB Securities predicted that SamCNS would grow into a global ceramic materials specialist.

Hyunkyum Kim, a researcher at KB Securities, analyzed, "With the recovery of the front-end industry conditions, sales of ceramic STF for legacy DRAM and high-bandwidth memory (HBM) testing through new domestic and international customers are expected to increase," adding, "It is known that the unit price for DRAM is 3 to 5 times higher than that for NAND."

He continued, "Sales for the main NAND sector are expected to increase," and added, "There is a growing demand for high-capacity storage eSSD due to the recent expansion of artificial intelligence (AI) data centers."

He explained, "Market research firm TrendForce reported that eSSD orders increased by more than 80% in the third quarter of this year compared to the fourth quarter of last year," and "Omdia also forecasted that the SSD market size will grow 131%, from $16.69 billion in 2023 to $38.56 billion in 2027."

Researcher Kim emphasized, "Recently, Samsung Electronics and SK Hynix have also launched related new products to respond to customers," and "SamCNS completed its new Osong factory at the end of February, expanding production capacity by 2 to 3 times compared to before."

He stated, "SamCNS is preparing ceramic substrates not only for existing semiconductor probe card ceramic STF but also as a new business." He continued, "Glass substrates are gaining attention as next-generation semiconductor packaging substrates to overcome the limitations of existing plastic substrates," but advised, "Attention should also be paid to ceramic substrates, which are expected to be commercialized sooner."