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LG Innotek
14 atoms · 跨 8 天 · 首见 2026-04-26 · 最近 2026-07-05
三色: 🟦 fact 9 · 🟥 take 5 · stance ▲5/▼2/◆0
来源: X 13 · News 1
时态: fresh:14
标签: 好信源:7 · 好数字:6 · 好观点:1
叙事 (narrative) (2)
- 2026-06-01 · EMIB substrate commercialization status
whether it actually reaches commercialization remains to be seen.
tags: 好信源 · → daily
- 2026-06-01 · investment hurdle for EMIB mass production
The need for enormous investment, such as building a dedicated line, in order to mass produce EMIB substrates is also a major challenge.
tags: 好信源 · → daily
预测 (forecast) (1)
- 2026-04-26 · 将成为基板MLCC增长主要受益者
SEMCO（009150.KS）和 LG Innotek（011070.KS）或将成为韩国基板 / MLCC 行业新一轮增长的主要受益者
tags: 好观点 · → daily
事实 (fact) (11)
- 2026-06-22 · AI200 FC BGA 供应争取
LG Innotek is also understood to be pursuing the supply chain for Qualcomm's AI200 FC BGA
tags: 好信源 · → daily
- 2026-06-22 · FC BGA 服务器半导体量产目标
LG Innotek stated that mass production of FC BGA used in server training and inference semiconductors is targeted for next year
tags: 好信源 · → daily
value: date=2027年
- 2026-06-05 · 在越南建设半导体基板工厂
韓国LGイノテック、ベトナムに半導体基板工場 データセンター向け
tags: 好信源 · → daily
value: qty=1 · date=未明确 · direction=建设
- 2026-06-01 · EMIB substrate samples supplied to SK Hynix
supplying EMIB substrate samples. It has been learned that the company is currently collaborating with SK Hynix, including supplying EMIB substrate samples.
tags: 好信源 · → daily
- 2026-06-01 · substrate technical capability assessment
LG Innotek is assessed as having lower technical capability than its competitors. In fact, LG Innotek has not yet entered the server FC-BGA field, which requires high specification and large area technology.
tags: 好信源 · → daily
- 2026-05-31 · 日内股价涨幅
LG Innotek is up another 19% today....
tags: 好数字 · → daily
value: qty=19% · date=今日
- 2026-05-25 · 当前涨幅
LG Innotek is currently up 21.8%.
tags: 好数字 · → daily
value: qty=21.8% · date=2026-05-26
- 2026-05-25 · 覆盖后涨幅
We initiated our first Korean equity coverage on May 12 with LG Innotek, and the stock has risen more than 50% since we covered it.
tags: 好数字 · → daily
value: qty=50%以上 · date=2026-05-12至2026-05-26
- 2026-07-05 · 业绩同比增长规模
LG Innotek将发布同比分别增长超1000亿韩元的业绩
tags: 好数字 · → daily
value: qty=同比增长超1000亿韩元
- 2026-05-29 · 股价涨幅
17 days later, it’s up 115%.
tags: 好数字 · → daily
value: qty=115% · direction=up
- 2026-05-25 · 股价突破100万韩元
이노텍 100만원 돌파 새삼 놀랍네
tags: 好数字 · → daily
value: qty=1,040,000 · currency=KRW
时间轴 (近 20)
- 2026-07-05 ·
fact · 业绩同比增长规模 · → daily
- 2026-06-22 ·
fact · AI200 FC BGA 供应争取 · → daily
- 2026-06-22 ·
fact · FC BGA 服务器半导体量产目标 · → daily
- 2026-06-05 ·
fact · 在越南建设半导体基板工厂 · → daily
- 2026-06-01 ·
fact · EMIB substrate samples supplied to SK Hynix · → daily
- 2026-06-01 ·
narrative · EMIB substrate commercialization status · → daily
- 2026-06-01 ·
fact · substrate technical capability assessment · → daily
- 2026-06-01 ·
narrative · investment hurdle for EMIB mass production · → daily
- 2026-05-31 ·
fact · 日内股价涨幅 · → daily
- 2026-05-29 ·
fact · 股价涨幅 · → daily
- 2026-05-25 ·
fact · 股价突破100万韩元 · → daily
- 2026-05-25 ·
fact · 当前涨幅 · → daily
- 2026-05-25 ·
fact · 覆盖后涨幅 · → daily
- 2026-04-26 ·
forecast · 将成为基板MLCC增长主要受益者 · → daily
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