In early trading on the 3rd, RF Materials jumped 15%. Analysts said the outlook that performance will improve not only in optical modules but also in the RF institutional sector on a surge in artificial intelligence (AI) server traffic appears to be having an effect.
As of 9:25 a.m. on the 3rd, on the KOSDAQ market, RF Materials was trading at 76,500 won, up 7,600 won (11.03%) from the previous session.
On the 3rd, the securities industry advised that attention should be paid to growth in RF Materials' RF institutional sector.
Kim Hong-sik of Hana Securities said, "RF Materials swung to an operating profit last year and posted record results thanks to demand for optical modules for AI servers," and added, "As demand expands from optical to RF, the stock's upward momentum will continue."
In particular, the market environment is seen as favorable for RF Materials. Kim said, "The United States is pushing ahead with the largest-ever spectrum auction, totaling 800 megahertz (MHz), and with Chinese equipment being phased out and NXP exiting its communications division, the market environment is being reshaped to RF Materials' advantage," adding, "Accordingly, we can expect an increase in RF Materials' RF package sales."