[Special Stock] TLB, Time for Technical Lead to Bear Fruit... "Expansion of Next-Generation Product Mass Production"

TLB is showing strong performance. It is interpreted that the analysis by securities firms, which expects growth due to the expansion of mass production of next-generation products based on technological preemption, has had an impact.

As of 9:37 AM on the 19th, TLB was trading at 23,500 KRW, up 1,550 KRW (7.06%) compared to the previous trading day.

Yang Seung-su, a researcher at Meritz Securities, said, "Due to the overall demand slump caused by the slowdown in the memory market, the poor performance of substrate companies has continued since the second half of last year. Although TLB's operating rate has significantly declined, it maintained better profitability compared to other substrate companies in the industry thanks to the effect of average selling price (ASP) increases, which indicates differentiated competitiveness."

He added, "This can ultimately be interpreted as a result proving the company's technological superiority in the memory module printed circuit board (PCB) sector."

He emphasized, "TLB's ASP has the potential to rise further with the expansion of mass production of next-generation products such as CXL, LPCAMM, and MR-DIMM. In the case of LPCAMM, mass production has started for North American memory customers' products, and it is understood that exclusive development is underway for domestic memory customers' products."

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