Korea Circuit News

Nvidia is cutting SOCAMM2 memory capacity from 192GB to 96GB per module (LPDDR5X stack 4-high→2-high) to work around LPDDR shortages for its Vera CPU-based AI servers. Module and MCP substrate counts stay the same (8 modules + 32 substrates per Vera CPU), so Korean substrate suppliers (Simmtech, Daeduck Electronics, Korea Circuit) are net winners as more servers can be built off the same LPDDR pool. Memory players (Samsung, SK Hynix) read the cut as proof LPDDR demand from AI servers + RTX Spark AI PCs is outrunning supply, not weakening.

Why it matters: TheElec scoop on a concrete Nvidia spec change with clearly named beneficiaries — Korean substrate makers gain unit volume while LPDDR shortage signal is positive for memory names.

Daeduck Electronics' FC-BGA revenue jumped 62% in two quarters (Q3'25 KRW48.7B → Q4'25 KRW69.9B → Q1'26 KRW79.0B), with the segment turning profitable in Q4'25 as AI server demand spills over from leaders (Ibiden, Unimicron, Shinko, Nan Ya PCB, Samsung Electro-Mechanics) to Korean second-tier players. Daeduck has resumed the previously paused KRW270B capex at its Ansan B2 plant, focused on equipment additions for mid-tier server controller/automotive FC-BGA — a clear positive read-through to Korea Circuit as well.

Why it matters: TheElec scoop with concrete quarterly revenue figures, profitability inflection, and confirmed capex resumption at a tracked KR name — directly actionable for FC-BGA supply-chain positioning.

Nvidia CEO Jensen Huang visits Korea June 5 for back-to-back meetings with SK, Hyundai, LG, Naver and NCSoft chairs, with a possible Doosan Group encounter at Jamsil ballpark June 7. Article highlights Doosan's two-pronged Nvidia tie-up: Doosan Robotics/Bobcat on Physical AI (industrial humanoids by 2028) and Doosan Electro-Materials as a key CCL supplier into the AI server chain, with Isu Petasys, Pharmicell and Lotte Energy Materials clustered around it.

Why it matters: Executive-visit story rather than a specific order or qual event, but it reinforces Doosan/Isu Petasys positioning in Nvidia's AI-server CCL/PCB supply chain — a read-through worth flagging for board-substrate names.

Lotte Energy Materials is investing ~KRW 49bn to expand its Iksan circuit-foil line, lifting capacity from 3,700t to up to 16,000t by 2027 as it becomes the only Korean copper-foil maker publicly scaling for AI server/semiconductor substrates (Solus Advanced Materials is exiting; SK Nexilis stays in battery foil). The company began supplying HVLP copper foil to a customer in March and passed final HVLP4 qualification in February — industry sources peg the end-use as Nvidia's Vera Rubin AI platform, reinforcing its MOUs with Isu Petasys (PCB) and Doosan Electro BG (CCL).

Why it matters: Core story is Lotte Energy Materials (not in universe), but the HVLP4 qual pass and Nvidia Vera Rubin read-through directly reinforce Isu Petasys's AI-PCB supply chain positioning.