https://hybridego.github.io/tags/substrate/Recent content in Substrate on Lionel BlogHugoko-KRSun, 05 Jul 2026 08:34:00 +0900https://hybridego.github.io/2026/07/05/stock-candidate-note-ai-substrate-interconnect/Sun, 05 Jul 2026 08:34:00 +0900https://hybridego.github.io/2026/07/05/stock-candidate-note-ai-substrate-interconnect/<h1 id="오늘의-주식-후보-노트-ai-기판과-인터커넥트">오늘의 주식 후보 노트: AI 기판과 인터커넥트</h1> <ul> <li>Current date: 2026-07-05</li> <li>Analysis target: 한국과 미국 주식 후보 6개</li> <li>Report mode: Candidate journal / public stock research notebook</li> <li>Data timestamp: 2026-07-05 08:30 KST 기준. 한국 시세는 네이버 모바일 종목 API의 2026-07-03 종가와 장전 표시값, 미국 시세는 Nasdaq API의 2026-07-01 지연 표시값 기준</li> <li>주요 출처: <a href="https://www.thelec.net/news/articleView.html?idxno=6707">The Elec - SOCAMM2 ramp and Korean PCB makers</a>, <a href="https://www.thelec.net/news/articleView.html?idxno=10485">The Elec - Daeduck Electronics Q1 2026 results</a>, <a href="https://www.thelec.net/news/articleView.html?idxno=10639">The Elec - Daeduck Electronics AI substrate investment</a>, <a href="https://www.idc.com/promo/pcdforecast/">IDC - 2026 PC device outlook</a>, <a href="https://investors.amphenol.com/news-and-events/news-details/2026/Amphenol-Reports-Record-First-Quarter-2026-Results/default.aspx">Amphenol Q1 2026 results</a>, <a href="https://corporate.celestica.com/news-releases/news-release-details/celestica-announces-first-quarter-2026-financial-results">Celestica Q1 2026 results</a>, <a href="https://s27.q4cdn.com/276975351/files/doc_news/Jabil-Posts-Third-Quarter-Results-2026.pdf">Jabil Q3 FY2026 results</a>, <a href="https://m.stock.naver.com/domestic/stock/353200">네이버 금융 대덕전자</a>, <a href="https://m.stock.naver.com/domestic/stock/222800">네이버 금융 심텍</a>, <a href="https://m.stock.naver.com/domestic/stock/007810">네이버 금융 코리아써키트</a>, <a href="https://api.nasdaq.com/api/quote/APH/info?assetclass=stocks">Nasdaq APH</a>, <a href="https://api.nasdaq.com/api/quote/CLS/info?assetclass=stocks">Nasdaq CLS</a>, <a href="https://api.nasdaq.com/api/quote/JBL/info?assetclass=stocks">Nasdaq JBL</a></li> </ul> <blockquote> <p>이 글은 투자 추천이 아니라 공개자료로 남기는 후보 선별 기록이다. 무료 공개자료와 지연 시세를 썼고, AI 서버 부품별 매출 비중은 회사가 세부적으로 나누지 않는 경우가 많다.</p>