[Market Focus] TLB Shares Surge on Highlighted Participation in Nvidia's "SoCAM" New Product Development

Shares of TLB, a printed circuit board (PCB) manufacturer, are showing strong performance. This appears to be driven by news that TLB is participating in the development of Nvidia's next-generation low-power memory module, "SoCAM," as Nvidia is reportedly planning to adopt up to 800,000 units of SoCAM.

As of 2:42 p.m. on July 15, TLB's stock price was up 10.54% from the previous day, trading at 24,650 won.

The news that Nvidia will introduce between 600,000 and 800,000 SoCAM units this year seems to have acted as a positive catalyst. SoCAM is a DRAM module focused on low power consumption, and Nvidia is pushing for its own proprietary standard. Compared to existing notebook DRAM modules (LPCAMM), SoCAM increases input/output (I/O), enabling faster data transfer speeds, and its compact size makes replacement and expansion easier. For these reasons, it is expected to succeed high-bandwidth memory (HBM).

TLB is reportedly participating in the development of Nvidia's new SoCAM products. The company is developing SoCAM PCB production technology and is expanding into next-generation AI server and data center infrastructure businesses.