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SSNLF - Korea IT H/W: Premium Semiconductor Demand On The Rise
Samsung Electronics Co Ltd
Taiwanese PCB players’ earnings jump in July; Korean names do well too
Major rigid PCB makers in Asia have displayed strong earnings recently. LG Innotek posted strong numbers in this segment, so did SEMCO (OTC:SMSGF) which staged a 31.5% YoY increase in semiconductor PCB sales in 2Q19. Japan’s Ibiden (OTCPK:IBIDF) is also doing well. Ibiden is working to boost the sales from North American semicon players such as Intel while scaling down the FC-CSP business which mostly serves domestic smartphone makers. It plans to up the capacity of its Japanese plant