[Featured Stock] The Key to Overcoming AI Limits: 'Yurigiban'... SKC Rapidly Emerging as a Core AI Company

SKC is showing strong performance. The news that it will unveil glass substrates at the world's largest IT and electronics exhibition, 'CES 2025,' appears to be influencing its stock price.

As of 11:57 AM on the 8th, SKC is trading at 133,100 KRW, up 10.64% from the previous day.

SKC will exhibit physical glass substrates in the AI data center (DC) zone within the exhibition hall jointly operated by four SK Group affiliates. The glass substrate is introduced as a solution to boost the speed of AI servers that process large-scale data. The glass substrate allows for ultra-fine circuit implementation and can incorporate various components such as multilayer ceramic capacitors (MLCC) internally, enabling the placement of high-capacity central processing units (CPU) and graphics processing units (GPU) on its surface.

Absolix, an investor in SKC's glass substrate business, will participate in a presentation themed "Cutting-edge Hardware and Software for AI Semiconductors," outlining the development direction of evolving AI solutions through glass substrate technology.

Compared to conventional substrates, data processing speed increases by 40%, while power consumption and package thickness are reduced by more than half. SKC explained that applying glass substrates to AI data centers can drastically reduce the center's area and power usage.

SKC is accelerating commercialization by completing the world's first mass production plant in Georgia, USA. Last year, it secured $75 million in production subsidies and $100 million in research and development (R&D) grants from the U.S. government in recognition of its technological innovation.

An SKC representative said, "As the world's first company to commercialize semiconductor glass substrates, we are able to showcase our technological excellence to the world once again at this CES. We will solidify our technological superiority through glass substrates amid increasingly fierce semiconductor competition."

Global big tech companies, including Microsoft, are investing massive funds in building data centers. As AI technology is applied across industries, enhancing data center performance is crucial to properly operate it. Microsoft is spending $80 billion this year alone to build AI data centers. Amazon is also expected to make investments similar to or larger than Microsoft's.