LG Innotek surged on the 15th, trading on the Korea Exchange at 1,153,000 won as of 9:40 a.m., up 117,000 won (11.29%) from the previous session, driven by expectations for solid second-quarter earnings. The securities industry cited high growth in its substrate business for AI Semiconductor chips and increased demand for iPhone components due to the spread of AI smartphones. Kim Dong-Won, head of research at KB Securities, stated that LG Innotek’s advanced optical technology will lead to market share expansion and a rise in average selling price, with substrates for SOCAMM2 and GDDR7 AI Semiconductor chips and server FC-BGA substrates emerging as key pillars for mid- to long-term earnings improvement. Kim projected LG Innotek’s operating profit this year at 1.3 trillion won, up 96% from a year earlier, and forecast 2027 operating profit at 1.6 trillion won. Second-quarter operating profit is expected to jump 18-fold year over year to 202.8 billion won, beating the market consensus of 146.0 billion won. Meanwhile, Samsung Electro-Mechanics was trading at 1,953,000 won, up 230,900 won (13.94%) from the previous session.