[Edaily Reporter Kwon Oh Seok ] ISC Co., LTD.(095340)’s stock price is surging in early trading. It appears that buying interest is surging on the back of positive outlooks from the securities industry.

According to MP Doctor on the 5th, as of 9:43 a.m., ISC Co., LTD. shares are trading at 142,400 won, up 8.29% from the previous trading day.
Earlier today, IBK Investment & Securities released a report announcing that it is initiating coverage on ISC Co., LTD. with a “Buy” rating and a target price of 180,000 won.
ISC Co., LTD. is a manufacturer of test sockets, a key consumable in semiconductor testing processes. It was the first in the world to commercialize silicone rubber sockets and maintains its position as the global market leader. Acquired by SKC in 2023, it became part of the SK Group and is expanding its business into the semiconductor equipment and materials sectors following the 2025 acquisitions of “iSemi” and “TechDream.”
Lee Geon-jae, Head of the KOSDAQ Research Center at IBK Investment & Securities, said, “Thanks to the synergies from the acquisitions of these two companies, revenue from equipment and materials surged 3.5 times year-over-year to 23.5 billion won in 2025, and we expect this growth trend to continue this year in line with the group’s strategy.”
Following last year’s record-breaking performance, the company is expected to set a new record this year as well. Lee added, “Projected results for 2026 are revenue of 317.5 billion won (+44.5% year-over-year) and operating profit of 95.9 billion won (+60.1%, operating profit margin of 30.2%), with synergies from the integration into the SK Group expected to continue.”
He continued, “Among these, the aspect investors should pay attention to is the simultaneous growth across all business divisions driven by the strengthening AI investment cycle. In the memory sector, revenue from new solutions such as HBM and SOCAMM (next-generation DRAM modules) has begun to materialize, while the high-margin non-memory sector is showing meaningful growth in CPUs, GPUs, and ASICs (application-specific integrated circuits),” he noted, adding, “The operating profit margin for GPU sockets stands at around 50%, demonstrating overwhelming profitability; therefore, the global trend toward expanded AI investment is expected to drive both quantitative and qualitative growth in performance.”
He added, “ISC Co., LTD.’s true competitive edge lies in trust. Its ‘dynamic investor relations’—a rarity among KOSDAQ-listed semiconductor materials, parts, and equipment companies—and its execution capabilities, which consistently deliver on achievable goals, have built up market trust. It serves as a model for the domestic semiconductor materials, parts, and equipment sector.”