{"id":235771,"date":"2026-04-26T04:31:00","date_gmt":"2026-04-26T08:31:00","guid":{"rendered":"https:\/\/news-you-need.com\/index.php\/2026\/04\/26\/the-semiconductor-boom-triggered-by-demand-for-artificial-intelligence-ai-investment-is-rapidly-sp\/"},"modified":"2026-04-26T05:35:11","modified_gmt":"2026-04-26T09:35:11","slug":"the-semiconductor-boom-triggered-by-demand-for-artificial-intelligence-ai-investment-is-rapidly-sp","status":"publish","type":"post","link":"https:\/\/news-you-need.com\/index.php\/2026\/04\/26\/the-semiconductor-boom-triggered-by-demand-for-artificial-intelligence-ai-investment-is-rapidly-sp\/","title":{"rendered":"The semiconductor boom triggered by demand for artificial intelligence (AI) investment is rapidly sp.."},"content":{"rendered":"<p><a href=\"https:\/\/www.mk.co.kr\/en\/stock\/12027687\">The semiconductor boom triggered by demand for artificial intelligence (AI) investment is rapidly sp..<\/a><\/p>\n<p><a href=\"https:\/\/www.mk.co.kr\/en\/stock\/12027687\">https:\/\/www.mk.co.kr\/en\/stock\/12027687<\/a><\/p>\n<p>Publish Date: <a href=\"publish_date]\">2026-04-26 04:31:00<\/a><\/p>\n<p>Source Domain: <a href=\"www.mk.co.kr\">www.mk.co.kr<\/a><\/p>\n<p>                                  <span class=\"is_blind\">\uc0ac\uc9c4 \ud655\ub300<\/span><br \/>\nThe semiconductor boom triggered by demand for artificial intelligence (AI) investment is rapidly spreading to the package substrate market. As the supply shortage of high-end substrates for AI servers intensifies, the stock price of Samsung Electro-Mechanics, a leader, has been on fire, and LG Innotek continues to soar. The stock price revaluation seems to be accelerating as the shortage of substrate supply comes down from high specifications to general-purpose products.<\/p>\n<p>According to the Korea Exchange on the 26th, LG Innotek closed at 542,000 won on the 24th, up 8.4% from the previous trading day. After rising 17.65% in one day on the 22nd, it has surged again in two days. Compared to the beginning of the year, the stock price growth rate is about twice as high.\n<\/p>\n<p>The key keyword of the recent rally in substrate-related stocks is high-end semiconductor packaging substrates (FC-BGA) that are installed in AI servers, data centers, and autonomous vehicles. As Nvidia accelerates its transition to next-generation GPUs such as Blackwell, demand is soaring further as &#8220;large-area and high-multilayer&#8221; progresses, which increases the size of substrates and increases the number of floors.\n<\/p>\n<p>Samsung Electro-Mechanics, which has global competitiveness compared to leading Japanese companies, saw its stock price more than triple this year. Daedeok Electronics, which has a large portion of FC-BGA sales, saw its stock price rise 144.59 percent this year. Samsung Electronics and Daedeok Electronics&#8217; stock prices have risen 559.97 percent and 707.29 percent over the past year. Samsung Electro-Mechanics is making large-scale additional investments amid a shortage of FC-BGA supply and is aiming to become the world&#8217;s No. 1 player in the AI substrate market within this year. At the same time, there is a high possibility that supply shortages will intensify due to surging demand for AI semiconductors and industries in&#8230;<\/p>\n<p><a href=\"https:\/\/www.mk.co.kr\/en\/stock\/12027687\">Source<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The semiconductor boom triggered by demand for artificial intelligence (AI) investment is rapidly sp.. https:\/\/www.mk.co.kr\/en\/stock\/12027687&#8230;<\/p>\n","protected":false},"author":1,"featured_media":235772,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/wimg.mk.co.kr\/news\/cms\/202604\/27\/20260427_01110120000003_L00.jpg","fifu_image_alt":"","footnotes":""},"categories":[14],"tags":[],"class_list":["post-235771","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-artificial-intelligence"],"_links":{"self":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/235771"}],"collection":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/comments?post=235771"}],"version-history":[{"count":1,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/235771\/revisions"}],"predecessor-version":[{"id":235773,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/235771\/revisions\/235773"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/media\/235772"}],"wp:attachment":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/media?parent=235771"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/categories?post=235771"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/tags?post=235771"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}