Theme · AI Semis Layer 5 Bucket C · Tier C Conviction · BUY

ISU Petasys

KRX:007660

Structural picks-and-shovel position in the AI Semis supply chain, Layer 5. Tier C conviction with research from AI Master Research.

★ Open deep dive View in TradingView ↗ ← Back to AI Semis

Two-Layer Verdict

Structural

BUY · structural picks-and-shovel position in the AI / Physical AI supply chain.

Tactical

HOLD — no live signal change today.

→ Hold core position. Re-add at 34/50 EMA on any meaningful pullback.

Live price

$126100.00

-1.33%

Theme

AI Semis

Layer 5

Conviction

BUY

Tier C

RSI 14

—

% return

—

Not held

2×ATR stop

—

Tactical stop

52-WEEK RANGE -21.9% from high

$38100.00

$161400.00

Fwd P/E22.0

EV/EBITDA39.0

Mkt Cap$9256.90B

Beta2.10

★ Deep dive · AI Master Research · Tier C

The full 1-page snapshot on ISU Petasys.

What it physically does · the financial print · customer mix · competitive context · terminal risk · bull case · gap/bear case · optionality · the trade. ~368 words. Source: AI Master Research.

368 words Tier C AI Master Research

★ Read full deep dive ⌥ Download institutional PDF

— Live chart · TradingView · Candlestick · 50/200 EMA + Volume —

● Live · KRX:007660

03 · 04—Top-level analysis

What 007660 physically does — preview.

One-paragraph version of the Photoncap deep dive. Read the full essay for the complete treatment.

From AI Master Research

The thesis — preview.

Korean AI server HDI PCB pure-play — direct beneficiary of the AI server / supercomputer backplane mix shift. 2025 revenue +30% YoY, trailing 12-month gain +360% as the structural tightness in AI HDI PCB capacity gets priced. Tier B because the price source disagreement (TradingView KRW 106,400 vs Investing.com KRW 141,400) prevents Tier A confidence until reconciled with a clean local source. ISU Petasys makes high-density interconnect (HDI) PCBs for AI servers, networking switches, and supercomputer backplanes. The AI server build-out is structurally tightening HDI capacity because the layer count and board complexity of GB200 NVL72 and equivalent racks is materially higher than prior-generation enterprise servers — a single Blackwell tray uses several times the PCB content of a Hopper tray.…

Read the full essay →

★ Tier

Tier C. Watch only.

Source attribution

AI Master Research · 368 words. Institutional PDF available.

Peers in Layer 5

8 names

522 ● ASMPT Limited $184.60 +5.55% 61.8 3037 ● Unimicron Technology $990.00 +2.06% 59.0 4062 ● Ibiden $20930.00 +8.73% 77.8 6315 TOWA Corporation $2898.00 +0.17% 54.3 110990 DIT Corp $27550.00 +10.20% 62.2 489790 Hanwha Vision (Semitech) $71600.00 -1.51% 31.9 BESI ● BE Semiconductor Industries $282.00 +3.07% 68.6 042700 Hanmi Semiconductor $320500.00 -3.61% 41.3