3 KOSPI AI Infrastructure Stocks Riding Samsung And SK Hynix Data Center Spending

AI related capital spending is pulling attention back to the KOSPI, just as semiconductor sentiment and buybacks from giants like Samsung Electronics and SK Hynix reshape the story for Q4. Investors are watching to see which companies plugged into data centers and connectivity could feel that ripple effect. This article walks through 3 stocks exposed to the same news drivers, all pulled from our KOSPI-listed AI data center infrastructure screener.

The three stocks below are just a sample, and the full screen surfaces 15 more Korean-listed data center and connectivity suppliers that carry equally compelling business narratives around AI infrastructure exposure.

Head straight into the KOSPI-Listed AI Data Center Infrastructure and Connectivity Suppliers screener to identify, filter, and analyze the AI data center suppliers that best fit your own conviction and risk profile.

Korea Circuit (KOSE:A007810)

Overview: Korea Circuit produces high density printed circuit boards used in servers, networking hardware, and electronics that underpin AI data centers worldwide.

Operations: Korea Circuit generates about ₩1.65b in PCB manufacturing revenue, split roughly evenly between South Korea and the rest of Asia, with smaller contributions from Europe and America.

Market Cap: ₩1.63t

Korea Circuit is closely tied to the AI data center theme, supplying PCBs that go into server and networking stacks funded by AI hardware spend. Earnings are currently positive, and the share price appears well below one commonly cited estimate of fair value, yet future returns may depend on how one unresolved funding pressure affects its ability to continue serving those buildouts at attractive margins.

That funding question looms large, so review the 3 key rewards and 1 important major warning sign to see how Korea Circuit’s AI exposure and capital needs intersect right now.

ISU Petasys (KOSE:A007660)

Overview: ISU Petasys manufactures high layer printed circuit boards for routers, switches, servers, supercomputers, aerospace systems, and RF applications used in AI data centers.

Market Cap: ₩8.73t

ISU Petasys is directly linked to the KOSPI AI data center theme through high performance PCBs for servers and networking gear that support semiconductor-related capital spending. The company currently trades at a premium P/E valuation, indicating that investors are already assigning a higher value to this role. As a result, much of the narrative now focuses on how one less visible pressure may influence the quality of earnings over time.

That quieter pressure is exactly what makes the 4 key rewards and 2 important warning signs (1 is major!) so useful if you want to see how optimism and hidden risk could be interacting.

Solum (KOSE:A248070)

Overview: Solum develops power modules and related electronics for servers and networking gear that feed AI data centers, alongside tuners and electronic shelf labels.

Market Cap: ₩622 billion

Solum plugs into the AI data center theme through power modules that help feed energy to servers, networking gear, and related hardware. The stock is currently priced well below one estimated fair value even with a high P/E. The key question is whether very thin margins can widen before any pressure on cash and debt funding forces expectations to reset.

If those margins worry you, study the Solum financial health report to see how Solum’s cash and debt profile could amplify any AI hardware uplift.

Seeking Alternatives Beyond AI Data Centers

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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