🚨 $DAEDUCK PROFITS +3,599% — KOREAN SUBSTRATES JUST BECAME THE AI BOTTLENECK 💥
📊 South Korea's PCB/substrate pack is quietly becoming the most important chessboard in the AI arms race. Daeduck Electronics just posted Q2 operating profit up 3,599% year-over-year — not a beat, a knockout. Simmtech and TLB follow with 1,035% and 86% jumps, riding the AI data center wave.
💡 The real story sits upstream. With Taiwan's Unimicron leaning deeper into high-value ABF substrates, BT substrate orders are shifting to Korean players — a fresh revenue lane for Daeduck and Simmtech.
🔥 Now add NVIDIA's Vera Rubin entering its shipping phase, and SOCAMM PCB demand becomes the next bottleneck in the AI supply chain, with Simmtech and TLB positioned right on that line. 💬 Which AI stack layer compounds hardest — compute, packaging, or memory? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #Daeduck #AI #PCB #SupplyChain #Earnings
🚀 ⚡
📊 South Korea's PCB/substrate pack is quietly becoming the most important chessboard in the AI arms race. Daeduck Electronics just posted Q2 operating profit up 3,599% year-over-year — not a beat, a knockout. Simmtech and TLB follow with 1,035% and 86% jumps, riding the AI data center wave.
💡 The real story sits upstream. With Taiwan's Unimicron leaning deeper into high-value ABF substrates, BT substrate orders are shifting to Korean players — a fresh revenue lane for Daeduck and Simmtech.
🔥 Now add NVIDIA's Vera Rubin entering its shipping phase, and SOCAMM PCB demand becomes the next bottleneck in the AI supply chain, with Simmtech and TLB positioned right on that line. 💬 Which AI stack layer compounds hardest — compute, packaging, or memory? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #Daeduck #AI #PCB #SupplyChain #Earnings
🚀 ⚡