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SKCSKC Co., Ltd.
📋 LPK is the favorite exposure in glass core substrates as it supplies to everyone; SKC is the lowest market cap leader; HB may piggyback on SKC's success
medium convictionFirst mentioned Jan 2, 2026
LPK is the favorite exposure in glass core substrates as it supplies to everyone; SKC is the lowest market cap leader; HB may piggyback on SKC's success.
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Current Price
$139.30K
via cornerstones
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entry Jan 2, 2026
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openedJan 2, 2026
SKC/Absolics is first-to-market with US Government involvement for NVDA/AVGO/MVRL CPO play; SHMD is likely a customer for AVGO and on INTC/Samsung roadmaps.
source ↗📝
updatedMay 7, 2026
LPK is the favorite exposure in glass core substrates as it supplies to everyone; SKC is the lowest market cap leader; HB may piggyback on SKC's success.
source ↗