Original: 대덕전자, AI 기판에 8000억 이상 투입
Daeduck Electronics is simultaneously expanding FC-CSP, FC-BGA and MLB capacity to ride AI server demand, with a newly disclosed KRW 213B FC-CSP plant at the Siheung B1 center (lifting FC-CSP capacity >30%), resumed FC-BGA investment at the Ansan B2 center (cumulative FC-BGA spend ~KRW 540B through 2027), and a near-complete MLB expansion in Ansan roughly doubling MLB capacity. Q1 revenue rose 60.8% YoY to KRW 346.3B with operating profit swinging to KRW 51.3B as AI-server/network-gear MLB and FC-BGA sales accelerated, and management sees the P&L entering an improvement phase as initial depreciation burden eases.
Why it matters: Direct, ticker-specific capex disclosure with quantified capacity uplift and a clear Q1 earnings inflection for Daeduck Electronics, a key KR AI substrate name.