As the AI server market expands rapidly, a tailwind is also blowing through the printed circuit board (PCB) industry, which has received relatively less attention until now. It is a natural structure where not only GPUs and high bandwidth memory (HBM), but also the demand for memory module boards that mount them on server boards increases along with the expansion of AI infrastructure investment. In particular, as 'SOCAMM,' a next-generation low-power server memory standard led by Samsung Electronics, enters the full-scale mass production stage, the performance of companies supplying related boards is cited as a key indicator that reflects this trend first.

Simtech is mentioned as a representative beneficiary of this trend. Simtech is a board specialized company whose main business is PCBs for semiconductors, and it also operates a memory module board business including boards for System ICs and boards for SOCAMM.

Simtech's preliminary Q2 earnings, disclosed on the 5th, are evaluated as a case where such changes in the business structure were confirmed in numbers. Simtech's Q2 2026 consolidated revenue stood at 514.565 billion won, up 21.8% from the previous quarter and 51.0% from the same period last year.

However, for the time being, rather than judging the market solely based on the movement of individual stocks, it is necessary to comprehensively examine the direction of KOSPI and KOSDAQ, supply and demand changes by foreigners and institutions, fluctuations in trading volume, and the strength of major sectors. In particular, the market sentiment can vary significantly depending on whether the index continues its upward trend in key ranges or whether it is pushed back as profit-taking selling emerges after the rise. As volatility has expanded, this is a time to continuously monitor which direction the market's power is shifting, centered on the KOSPI and KOSDAQ index trends, rather than hastily determining the direction.

[※ This article is intended for informational purposes, and investment decisions and their responsibilities lie with the investor. As matters related to stocks and companies are highly volatile and fluid, please verify further through the latest disclosures and multiple sources before making investment decisions. This is an article partially assisted by AI.]