[Market Focus] Isu Petasys Hits Record High on Expectations of Benefiting from TPU Supercycle

Isu Petasys is showing strong performance in early trading.

As of 9:30 a.m. on November 25, Isu Petasys was trading at 1,433,000 won, up 14.55% (182,000 won) from the previous day. During the session, the stock soared to 1,482,000 won, setting a new 52-week high.

Investor sentiment for Isu Petasys, considered a beneficiary stock, appears to have revived amid expectations that its supply volume of printed circuit boards (PCBs) for Google's artificial intelligence (AI) dedicated semiconductor, the tensor processing unit (TPU), will increase.

Yang Seungsoo, a researcher at Meritz Securities, identified Isu Petasys as a core value chain company for TPUs in a report released on this day, stating, "The company has established a dominant market share in TPUs based on PCBs, and it is important to note that it is entering a phase where both profitability and sales (P·Q) centered on TPUs will expand simultaneously."

Yang further commented, "As Google's proprietary AI services such as Gemini 3 and NanoBanana enter a high-growth stage, token usage is rapidly increasing," adding, "Market expectations for next year's TPU shipments are on a continuous upward trend." He raised his target price to 1,600,000 won.

Park Hyungwoo, a researcher at SK Securities, also analyzed Isu Petasys by saying, "With the advancement of multilayer board technology, the average selling price (ASP) will surge in the future," and, "The key trend for 2026 will be the network infrastructure investment cycle. Isu Petasys will be the biggest beneficiary of this trend."

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