TLB's stock price is rising. The news that the new memory module standard ‘SOCAMM’ led by US-based Nvidia has been officially announced appears to be influencing the stock price. Nvidia plans to apply SOCAMM to its currently developing personal AI supercomputer, ‘Project DIGITS.’ This product is a small-sized AI PC that can fit on a desk but offers supercomputer-level performance, designed to enable AI researchers, data scientists, and students to easily utilize AI technology.
TLB is participating in the development of the new product and explained that it is contributing to the expansion of future AI servers and data center infrastructure by developing CXL and SOCAMM PCB production technologies. The company emphasized that it will further strengthen its technological competitiveness in the AI and cloud markets and solidify its position in the next-generation AI and data center markets.
As of 10:56 AM on the 21st, TLB is trading at 23,700 KRW, up 22.99% compared to the previous trading day.
SOCAMM (Small Outline Compression Attached Memory Module) memory has been developed to provide high performance while reducing power consumption of existing AI accelerators, drawing attention as a new ‘game changer’ in the semiconductor industry. SOCAMM is an AI server-specialized memory module based on low-power DRAM (LPDDR). It features superior transfer speed and power efficiency compared to conventional server DRAM (DDR), reducing power consumption to about one-third of the previous level.
SK Hynix first unveiled a prototype of SOCAMM at the AI developer conference ‘GTC 2025’ held in San Jose, USA, from the 17th to the 21st (local time). Micron announced that it has started mass production of SOCAMM, and Samsung Electronics also stated that it is conducting SOCAMM verification with its customers.
According to TLB’s business report, Nvidia revealed the next-generation memory architecture SOCAMM technology last year. Based on this, high-bandwidth, low-latency memory expansion technology is expected to be introduced in earnest. They are collaborating with major semiconductor companies such as Samsung Electronics, SK Hynix, and Micron to develop SOCAMM-based server platforms. The adoption of SOCAMM in data center and AI server markets is accelerating.
The key effects of SOCAMM adoption can be summarized as high-speed data transfer, low-latency memory expansion, and efficient resource utilization. The market where SOCAMM technology is most urgently needed is high-performance computing (HPC) and data center servers, as fast data sharing between CPUs, GPUs, and AI accelerators is essential for large-scale AI computations and cloud infrastructure.
Once SOCAMM technology is fully commercialized, memory capacity expansion in data centers and AI servers is expected to become more flexible. Demand for high-performance SOCAMM memory modules alongside existing DDR5 DRAM is anticipated to increase. The importance of SOCAMM-based memory solutions will be further highlighted for building high-performance computing environments for AI and data centers.
Researcher Kangho Park from Daishin Securities explained, "Next-generation products expected to contribute to this year’s average selling price (ASP) increase include MR-DIMM (modules combining multiple DRAMs) and LPCAMM (a new form factor based on LPDDR, implementing high performance/low power), as well as the emergence and sales reflection of the CXL (next-generation interface supporting ultra-high-speed computing) market." He added, "Operating profit is expected to be further revised upward this year."
He further analyzed, "Sales of memory modules related to CXL have started, and due to high market shares within Samsung Electronics and SK Hynix compared to competitors, benefits are expected. Sales to Micron (RDIMM, eSSD modules) are increasing, and performance improvement is expected to be differentiated compared to other PCB companies."
Daishin Securities estimated that TLB will achieve sales of 198.6 billion KRW and an operating profit of 12.2 billion KRW, representing increases of 10.3% and 264%, respectively, compared to last year.
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