Hello, this is stock market expert Jumak Ha. Today's topic is glass substrates. Starting from today, you should pay attention to glass substrates, not only for now but also throughout the second half of this year and even until next year. I will explain about glass substrates that you must keep an eye on and even recommend some stocks related to them. So, please stay focused until the end. Recently, with the rapid development of AI, autonomous driving, 6G, and other cutting-edge technologies worldwide, the demand for high-performance semiconductors has been explosively increasing. In response to these market changes, global semiconductor industry leaders such as Intel, AMD, TSMC, and Samsung Electronics are making large-scale investments in glass substrate technology. I will explain why these global semiconductor companies are making large investments in glass substrate technology and why glass substrates are needed for high-performance semiconductor lines. Traditional silicon substrates have been the standard in the semiconductor industry for a long time, and manufacturing.

The technology is well established, providing excellent regularity and stable performance. However, it shows limitations due to high power consumption and heat dissipation issues, especially in high-performance semiconductor manufacturing lines. On the other hand, glass substrates have low thermal conductivity, resulting in low power consumption and maintaining stable characteristics even at high temperatures. This greatly helps improve the performance and lifespan of semiconductors. Additionally, due to its lightweight nature, glass substrates are very suitable for products requiring lightweighting like mobile devices. Moreover, the smooth surface of glass substrates is evaluated to be suitable for implementing ultra-fine semiconductor packaging, enabling the creation of smaller and more powerful semiconductors. By packaging semiconductors with glass substrates, it is possible to increase data processing capacity while reducing power consumption, making it highly likely to be applied for high-performance servers. Once again, here are the advantages of glass at a glance.

First, it can maximize power efficiency. Glass substrates reduce electromagnetic interference and minimize noise due to their high insulation properties, maximizing power efficiency, making them suitable for AI semiconductors that require low power consumption. Second, it is suitable for high-temperature environments. Glass substrates ensure stable operation for high-performance AI chips with excellent heat dissipation characteristics, maintaining physical and electrical properties even in high temperatures. Third, it provides mechanical stability. Glass substrates with a very flat surface allow for the implementation of ultra-fine semiconductor patterns. Fourth, it can enhance data processing capabilities. It enables high-speed data transmission and rapid processing of large amounts of data. Fifth, it supports miniaturization technology. Glass substrates allow for precise manufacturing, enabling the implementation of fine structures required for next-generation semiconductor processes. Sixth, it offers environmental advantages as it is more environmentally friendly than conventional silicon substrates.

It is easy to recycle, and finally, it helps secure market competitiveness. By adopting glass substrates, there is a high possibility of securing a competitive advantage in the next-generation AI semiconductor market. However, glass substrates also have disadvantages. The complex manufacturing process and increasing costs can be considered as representative drawbacks. Moreover, due to the fragile nature of glass, caution is required in the manufacturing and handling process. Nevertheless, glass substrates are emerging as an essential element in AI semiconductor processes, and the technological development efforts of companies possessing this technology are expected to once again change the future of the semiconductor industry. Now, let me talk about the recommended stock. The stock I recommend today is Optix, a company related to glass substrates and also a secondary battery equipment company. Optix, which I recommended around the end of February on another channel, is a good choice at this point.

It's about a stock, and after that, such a large price was announced, and now, once again, a trading opportunity has come, so I would like to recommend it. First of all, let me briefly explain about Philoptics company. Philoptics is a precision machinery and equipment manufacturing company that mainly produces equipment necessary for semiconductor display secondary manufacturing processes. Its main products include laser equipment, dispenser, laminator, etc., and it delivers to panel customers such as Samsung Display. Especially recently, it has been focusing on investing in the glass substrate field, and this year, it developed PGV process equipment that creates fine electrode pathways on glass-based packaging substrates, supplying it to customer production lines for the first time in Korea. As seen earlier, this technology has the potential to significantly improve semiconductor performance, standing out in the industry.

It has attracted a lot of attention, and thanks to that, the stock price of Philoptics hit a record high in April this year. In addition, Philoptics holds its subsidiary, Phil Energy, a second battery equipment company spun off in 2020, and Phil Energy is also showing rapid growth, creating synergy with Philoptics. If we look at the chart of Philoptics, as I mentioned before, it started rising significantly from June 2023 to July. This was due to the expectations for Phil Energy's listing, which led to a nearly threefold increase in the stock price from around 8,000 to 9,000 won. Subsequently, there were period adjustments and price adjustments, as you can see here, leading to an increase in prices.

Until the signal for Korea was so well received, I recommended it at this point. After that, as I mentioned earlier, it rose by more than three times and became the best stock following this year's Sunik system. Once again, it underwent price and time adjustments like this and is now gradually increasing while supporting the 120-day moving average. Currently, it has dropped significantly compared to the highest price and is at a timing where a strong rebound could occur, so you must pay attention. Another reason for recommending Philoptics is that stocks related to glass substrates such as Samsung Electronics and SKC have been showing an upward trend, achieving their highest prices this year, showing significant price movements. Also, related stocks like JNTC and HB Technology have been showing consecutive sharp increases. As glass substrates have strong materials and are attracting investors' interest.

This will be evidence, so I highly recommend the stock of Philoptics, which showed strong growth first. Philoptics is expected to be a major beneficiary when its glass substrate technology is commercialized. Currently, the AI semiconductor market is showing continuous growth, and Philoptics' technological capabilities and research and development achievements are expected to lead to even greater growth in the future. Lastly, summarizing the investment points of Philoptics, it is a company engaged in the display semiconductor and secondary battery equipment business, and it is a company that is experiencing rapid growth by synergizing with its subsidiary, Philaham. Explosive performance is also expected this year, with recent developments in the semiconductor industry, such as the domestic development of glass substrate cutting equipment, TGV, which is the first in Korea, and the recent equipment mass production. Additionally, Philoptics also provides cash dividends.

Being actively committed to policies such as dividend payment, share buyback, and treasury stock retirement can be an attractive aspect for investors. I have summarized the investment points of Philoptics, and Philoptics' advantageous technology in glass cutting is likely to expand its market share due to the development of the AI industry. As a stock investor, you should invest in Philoptics' potential, as it is currently in an attractive position in terms of stock price and chart analysis. This concludes today's video. If you found today's video helpful, please subscribe and like before you leave. If you have any questions, feel free to leave them in the comments section. I will strive to provide even better content in the next video. So far, I have been your stock expert, thank you.

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유리기판 주가전망 | 차세대 반도체 게임체인저 대장주는 이종목입니다 전고점 돌파하고 신고가 갑니다 유리기판관련주 2차전지장비주 | 필옵틱스 HB테크놀러지 제이앤티씨 램테크놀로지