[Market Focus] Pharmicell Surges on Exclusive Blackwell Hardener Supply Prospects with Doosan and Nvidia

Pharmicell's stock price is showing strong performance. This appears to be due to the possibility that Pharmicell, which has long collaborated with Doosan's Electronic Business Group (BG)-a partner of Nvidia-may exclusively supply hardener products for Nvidia's upcoming Blackwell chips.

As of 10:29 a.m. on November 17, Pharmicell's stock price stood at 19,760 won, up 13.11% from the previous day.

The news that Pharmicell has signed consecutive contracts with Doosan's Electronic BG, increasing the likelihood of exclusive supply to Nvidia, seems to be acting as a positive catalyst. In fact, Pharmicell signed its fourth contract of the year with Doosan Electronic BG in April, August, September, and October. The two companies have already collaborated for over a decade, jointly developing resins and hardeners. Since December last year, Pharmicell has been supplying high-performance specialty hardeners in earnest.

This product is reportedly used exclusively in the manufacturing of copper-clad laminates (CCL) for Nvidia's artificial intelligence (AI) accelerator chip, Blackwell. Since Doosan Electronic BG is conducting the sole quality testing for Nvidia's next-generation AI chip, the possibility of Pharmicell exclusively supplying related products to Nvidia in the future has increased.

Pharmicell, which began as a stem cell therapy company, has expanded into advanced AI industrial materials, such as low dielectric constant electronic materials, after acquiring the biomaterials company IDB Chem. Demand for low dielectric constant electronic materials is expected to remain steady in line with the global AI industry outlook.

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