매크로 컨텍스트

테마

CPO Packaging & Assembly

핵심 동인

  • COUPE de facto standard position
  • NVIDIA/Broadcom CPO platform partner
  • SoIC technology leadership
  • 2nm + advanced packaging integration

리스크

  • Samsung Electronics CPO catch-up
  • CPO mass production yield issues
  • Geopolitical risk (Taiwan)

애널리스트 컨센서스

최저 210 USD최고 450 USD
현재가컨센서스 목표가

2026. 5. 27. 기준

증권사애널리스트목표가투자의견
투자 기간: 12개월

모니터링 트리거

핵심 지표

  • Advanced packaging revenue share
  • COUPE production customer count
  • CPO-related capacity expansion
  • SoIC yield

리뷰 트리거

  • Samsung CPO technology catch-up
  • Key customer CPO roadmap delay
  • Advanced packaging capacity shortage

무효화 조건

  • CPO standard change
  • Samsung/Intel CPO technology overtake
  • Low COUPE adoption rate

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Comments

생성: 2026. 2. 25.수정: 2026. 2. 25.가격 기준: 2026. 5. 27.