유리 기판: AI 반도체 공정의 필수 요소

### 유리 기판: 고성능 반도체의 미래: 유리 기판
* 🔍 유리 기판은 **AI, 자율 주행, 6G와 같은 첨단 기술 애플리케이션의 성능과 효율성을 크게 향상**시킬 수 있는 잠재력으로 인해 반도체 업계에서 주목받고 있습니다.
* 🔋 유리 기판 및 2차 전지 장비 관련 기업인 옵틱스는 **특히 유리 기판 기술에 집중**하고 있는 유망 투자처로 추천합니다.
* 📈 정밀 기계 및 장비 제조업체인 필옵틱스는 최근 **유리 기반 포장 기판용 PGV 공정 장비**를 개발해 업계의 주목을 받으며 **주가를 사상 최고치**로 끌어올렸습니다.
* 💡 유리 기판은 **전력 효율 극대화, 고온 환경에 대한 적합성, 미세 반도체 패턴을 위한 기계적 안정성, 향상된 데이터 처리 능력, 소형화 기술 지원** 등 다양한 이점을 제공합니다.
* 💰 필옵틱스의 주가는 특히 **삼성전자, SKC 등 유리기판 관련주가 시장에서 호조**를 보이면서 성장 잠재력이 큰 것으로 나타났습니다.
* 🇰🇷 필옵틱스는 기술력과 R&D 성과를 바탕으로 **AI 반도체 시장의 성장에 따른 수혜**를 누릴 수 있는 위치에 있으며, 앞으로의 확장이 더욱 기대되는 기업입니다.
* 💼 유리 기판 절단 장비의 국내 개발 및 장비 양산과 같은 최근의 발전은 **이 회사의 강력한 시장 입지**를 뒷받침합니다.
* 💬 주식 전문가는 유리 기판 시장에서의 잠재력과 현재 매력적인 주가 및 차트 분석을 강조하며 **필옵틱스를 투자 대상으로 고려할 것**을 권장합니다.

유리 기판은 전력 효율, 고온 안정성, 데이터 처리 능력 등의 장점으로 인해 반도체 산업에서 그 중요성이 점점 더 커지고 있습니다.

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.

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

주마카세 주식전문점

반도체 산업에서 유리 기판의 중요성이 커지고 있습니다.

글로벌 반도체 리더들은 고성능 반도체를 위한 유리 기판 기술의 장점으로 인해 유리 기판 기술에 많은 투자를 하고 있습니다.

유리 기판은 낮은 전력 소비, 높은 열 안정성, 데이터 처리 능력 향상 등의 이점을 제공합니다.

또한 소형화 기술을 지원하고 기계적 안정성을 제공하며 기존 실리콘 기판에 비해 환경적 이점도 제공합니다.

유리 기판이 반도체 산업에 미치는 영향

유리 기판은 AI 반도체 시장에서 경쟁 우위를 점하고 있지만, 제조 공정이 복잡하고 깨지기 쉽다는 단점이 있습니다.

유리 기판 관련 업체인 옵틱스가 파격적인 가격 발표로 투자 추천 종목으로 떠오르고 있습니다.

정밀 기계 제조업체인 필옵틱스는 반도체 성능을 향상시킬 수 있는 PGV 공정 장비로 유리 기판 분야에서 두각을 나타내고 있습니다.

필옵틱스 및 자회사의 기록적인 주가 상승과 빠른 성장세

필옵틱스의 주가는 2023년 4월 자회사인 필에너지의 상장에 대한 기대감으로 크게 상승하며 사상 최고치를 기록했습니다.

주가는 여러 차례 가격 조정을 거쳤지만 현재 점진적인 상승세를 보이고 있어 강한 반등 가능성이 있습니다.

필옵틱스 역시 유리 기판 관련 종목의 상승세에 힘입어 투자자들의 관심을 끌며 큰 폭의 가격 변동을 보이고 있습니다.

필옵틱스는 급성장하는 AI 반도체 시장에서 유리 기판 기술의 상용화를 앞두고 있어 큰 성장을 기대하고 있습니다.

필옵틱스의 탄탄한 기술력과 연구 성과는 향후 성장을 견인할 것으로 기대됩니다.

필옵틱스는 자회사인 필라햄과의 시너지 효과와 반도체 산업에서의 발전을 통해 빠르게 성장하고 있으며, 현금 배당도 약속하고 있어 투자자들에게 매력적인 옵션이 될 것입니다.