Category: AI & Data Center
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No AI Semiconductors Without ASML? Analysis of EUV Monopoly Power and 2026 Earnings and Stock Price Forecasts
ASML (ASML) 12-month baseline target price $1,950 (approx. 3,008,850 KRW) · Investment opinion: Hold. We analyze the world's No. 1 semiconductor equipment company, which raised its 2026 revenue guidance to €36–40B driven by its dominance in EUV and High-NA lithography and demand for AI chips. Base exchange rate: 1 USD = 1,543 KRW (2026-06-26).
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Applied Digital (APLD) AI Data Center Leasing Growth Stock? Earnings, Outlook, and Risks: A Comprehensive Summary
Applied Digital (APLD) 12-month baseline target price $60 (approx. 92,580 KRW) · Buy rating. We analyze a high-volatility stock that has transformed from a Bitcoin mining hosting provider to an AI data center leasing operator and secured a long-term contract worth approximately 16.973 trillion KRW with Coreweave. Base exchange rate 1 USD = 1,543 KRW (2026-06-25).
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Core Scientific (CORZ) a Beneficiary of AI & HPC Data Center Transition? Coreweave Contract and Stock Price Outlook
Core Scientific (CORZ) 12-month baseline target price $35 (approx. 54,163 KRW) · Buy rating. We analyze a high-volatility stock that has successfully transitioned from Bitcoin mining to AI and HPC data center leasing and secured revenue visibility based on a 12-year long-term colocation contract worth approximately 15.7845 trillion KRW signed with Coreweave. Base exchange rate 1 USD = 1,547.5 KRW (2026-06-24).
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Astera Labs (ALAB) – A Key AI-Connected Semiconductor Stock? Analysis of Earnings, Growth, and Target Price
Astera Labs (ALAB) 12-month baseline target price $390 (approx. 589,680 KRW) · Investment opinion: Hold. We analyze that the current price is in an overvalued zone, exceeding the Wall Street average target price by approximately 70% despite a 93% surge in Q1 2026 revenue and inclusion in the NASDAQ 100. Base exchange rate 1 USD = 1,512 KRW (2026-06-21).
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Navius (NBIS) an Emerging Powerhouse in AI Cloud? Rapid Revenue Growth and 2026 Fair Value Forecast
Nevius (NBIS) 12-month baseline target price $320 (approx. 489,920 KRW) · Investment opinion: Hold. Q1 2026 Group revenue surged by +684%, AI Cloud ARR $1.92B, and Meta secured a $27 billion backlog; however, we analyze this high-volatility stock with significant valuation pressure. Base exchange rate: 1 USD = 1,531 KRW (2026-06-19).
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Will Coreweave (CRWV) Become the Leading AI Cloud Stock? Earnings, 2026 Stock Price Forecast, and a Comprehensive Summary of Risks
Coreweave (CRWV) 12-month baseline target price $140 (approx. 211,768 KRW) · Investment opinion: Hold. With Q1 2026 revenue of $2.08B (+112% YoY) and order backlog of $99.4B (approx. 150 trillion KRW), revenue visibility is high; however, the stock presents a dual nature due to negative free cash flow, excessive debt, and the pre-valuation of NASDAQ 100 inclusion. Base exchange rate: 1 USD = 1,512.63 KRW (2026-06-19).
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Celebras (CBRS) Stock Analysis: AI Inference Chip Powerhouse, 2026 Target Price, Earnings, and Risks Summary
Celebras (CBRS) is an AI inference infrastructure company spearheaded by its Wafer Scale Engine (WSE), and it emerged as a major topic in the market immediately after its NASDAQ listing in May 2026. Leveraging major contracts with OpenAI and AWS, it is a high-growth, high-valuation stock that has entered the 12-month baseline target price range of $235 and a Hold rating. Analysis Date: 2026-06-03 · Applied Exchange Rate: 1 USD ≈ 1,500 KRW (Applied uniformly throughout the article) Table of Contents Key Summary of Celebras CBRS Stock Outlook What kind of company is Celebras (CBRS)…
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Analog Devices ADI Stock Outlook: Analysis of Semiconductor Industry Recovery and Dividend Attractiveness
Analog Devices (ADI), the leading analog and mixed-signal semiconductor company, demonstrated an earnings rebound by recording revenue of $3.62347 billion in the second quarter of FY2026, driven by a recovery in demand from industrial, automotive, and AI data centers. The current price of $402.69 is close to its 52-week high. Analysis date: June 2, 2026; applied exchange rate: 1 USD = 1,503 KRW. All KRW conversions in this text were calculated using this exchange rate. Table of Contents: Analog Devices (ADI) Stock Outlook Key Summary; Key Points to Know Before Analysis…
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POET Optics Stock – A Comprehensive Summary of Earnings, Outlook, and Risks
POET Technologies (POET) is a Toronto-based opto-semiconductor development company aiming to integrate electronic and optical components onto a single chip using its 'Optical Interposer' platform. Although the stock surged approximately 1,941 TP3T over the past year driven by the theme of AI data center optical transceivers, volatility has become extremely high as the average analyst target price falls below the current price and risks associated with securities class action lawsuits have come to the forefront. Base exchange rate: 1 USD = 1,508 KRW (as of 2026-06-01) · Analysis date: 2026-06-01 · Current price: 1 TP4T12.29 (approx. 18,533 KRW)…
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Lightwave (LWLG) US Optical Stock – Earnings, Outlook, and Risks: A Comprehensive Summary
Lightwave Logic (LWLG) is an electro-optical polymer materials company receiving the full brunt of expectations regarding the surge in demand for optical communications in AI data centers. Based on prototyping reviews from four major clients and a target of mass production in 2027, it is a high-volatility stock that has entered the zone of a 12-month baseline target price of $12 (approx. 18,084 KRW) and a Hold (speculative) investment rating. Base exchange rate: 1 USD = 1,507 KRW (as of 2026-05-29) · Analysis date: 2026-05-31 · Current price: $10.86 (approx. 16,366 KRW) Table of Contents Lightwave LWLG Stock Price…