[Edaily Reporter Shin Ha-yeon ] As Micron Technology, the largest U.S. memory semiconductor company, posted record-breaking earnings, stocks related to small-cap companies are rallying across the board on the domestic stock market.
According to MP Doctor on the 25th, as of 9:16 a.m. today, SIMMTECH Co., Ltd.(222800)is trading at 130,800 won, up 11.13% from the previous trading day.
On the same day, Hwang Ji-hyun, an analyst at NH INVESTMENT & SECURITIES, raised the target price for SIMMTECH Co., Ltd. from 120,000 won to 150,000 won, stating, “We understand that production volumes of SOCAMM2-related substrates are increasing steadily, and we expect the resulting product mix improvement to gain momentum.”
She continued, “The effects of recent price hikes across the semiconductor substrate sector are expected to be reflected starting in the second quarter, and the benefits of the product mix improvement are projected to become visible in the second half of the year, when SOCAMM2 mass production begins in earnest,” adding “Regarding capacity expansion, the company plans to execute only maintenance-level CAPEX (capital expenditures) this year; however, if demand for SOCAMM modules grows faster than expected, it will be able to expand production capacity by utilizing idle space at its non-memory substrate facility in Cheongju,” the firm assessed.
At the same time, PEMTRON Corporation(168360)is trading at 21,100 won, up 10.82% from the previous close.
On the 23rd, PEMTRON Corporation announced that it had signed a contract with Micron to supply semiconductor testing equipment worth approximately 5 billion won.
The semiconductor testing equipment covered by this supply contract is for SoCam2, a next-generation memory module, and the contract value represents 7.2% of PEMTRON Corporation’s revenue based on its 2025 consolidated financial statements.
In addition, MKElectron(033160)(5.83%), TLB Co., Ltd.(356860)(5.77%), TFE Co., Ltd.(425420)(3.69%), and ISC Co., LTD.(095340)(3.36%) are also showing strong gains.
Meanwhile, SoCam2 is a next-generation memory module designed to enable the use of low-power DRAM (LPDDR) in servers. It features more than twice the bandwidth of conventional RDIMMs and consumes less than half the power.