On the 25th, ISU PETASYS shares jumped more than 14% intraday.
As of 9:29 a.m. that day, ISU PETASYS was trading at 143,300 won, up 18,200 won (14.55%) from the previous session on the Korea Exchange. It also hit a 1-year intraday high.
This is interpreted as improved investor sentiment after analysts said the supply volume of printed circuit boards (PCB) used in Google's artificial intelligence (AI)–dedicated tensor processing unit (TPU) is expected to expand.
Yang Seung-su, a Meritz Securities researcher, said, "ISU PETASYS has secured a dominant share within the TPU on a PCB basis, and it will enter a phase in which both prices and supply volumes expand, with TPU at the center."
Yang said, "As Google's own AI services such as Gemini 3 and Nano Banana enter a high-growth phase, token usage is increasing rapidly," and "Google is continuously revising up its capital expenditures (CAPEX)."
He also pointed to the expansion of TPUs into sales to external customers. He said, "TPUs are expanding beyond internal use into sales to external customers," and "Following a recent official supply contract with Anthropic for 1 million TPUs, stepwise demand growth is expected through securing additional clients."