{"slug":"daeduck","name":"대덕전자","name_en":"Daeduck Electronics","ticker":"353200.KS","updated_at":"2026-07-12T08:30:42.654375+00:00","canonical":"https://valuechain.wiki/daeduck","same_as":["https://finance.yahoo.com/quote/353200.KS","https://finance.naver.com/item/main.naver?code=353200"],"citable":"밸류체인 그래프 기준 대덕전자의 직접 연결 기업은 2곳(관계 기준 공급 0·매출 2)이고, 사슬을 2차까지 넓히면 8곳에 닿는다. 링크의 근거 출처는 4건이며 그중 1차공시가 1건이다 (valuechain.wiki, 2026-07-12 기준).","citable_en":"Per the valuechain.wiki graph, Daeduck Electronics is directly linked to 2 companies (0 supply, 2 revenue relationships) and reaches 8 companies within two hops; the links are backed by 4 dated sources, 1 of them primary filings (as of 2026-07-12).","kicker":"코스닥 · 반도체 패키지 기판 · AI용 FC-BGA 국산화","kicker_en":"KOSDAQ · Package substrates · AI FC-BGA localization","lead":"FC-BGA 등 고성능 반도체 패키지 기판을 만드는 국내 대표 기판사로, AI 가속기·서버용 고다층 기판에 8천억원 이상을 투자해 그간 일본·대만이 주도해온 하이엔드 기판을 국산화하고 있다. 삼성전자·SK하이닉스에 공급하며 해외 AI 고객으로 확장 중인데, FC-BGA는 AI 서버·HBM 수요가 클수록 고단·대면적화로 단가가 오르는 고부가 소재다. 관전 포인트는 대규모 캐파 투자의 가동률과 해외 AI 고객 수주 여부다.","lead_en":"A leading Korean substrate maker of high-performance FC-BGA and semiconductor package substrates, investing 800B+ KRW in high-layer-count substrates for AI accelerators and servers to localize the high-end substrates long led by Japan and Taiwan. It supplies Samsung and SK hynix and is expanding to overseas AI customers; FC-BGA is a high-value material whose unit price rises with more layers and larger area as AI-server and HBM demand grows. The watch points are the utilization of its large capacity investment and whether it wins overseas AI customers.","segments":{"fy":2025,"parts":[{"desc":"삼성전자·SK하이닉스·해외 AI 고객에 FC-BGA 등 고성능 패키지 기판 공급. AI 서버·HBM 수요에 연동, 8천억원+ 캐파 투자로 국산화 추진.","name":"FC-BGA·반도체 패키지 기판"}],"total":"FC-BGA·반도체 패키지 기판"},"segments_en":{"fy":2025,"parts":[{"desc":"Supplies FC-BGA and high-performance package substrates to Samsung, SK hynix and overseas AI customers; tied to AI-server/HBM demand, localizing via 800B+ KRW capacity investment.","name":"FC-BGA and package substrates"}],"total":"FC-BGA and package substrates"},"returns_yearly":{"2021":64.2,"2022":-0.3,"2023":13.3,"2024":-22.7,"2025":250.2,"2026":92.1},"return_asof":"2026-07-10","value_chain":{"leading":[{"slug":"dell","name":"Dell","name_en":"Dell Technologies","tier":3,"returns_yearly":{"2021":51.2,"2022":-26.6,"2023":95.9,"2024":53,"2025":11.2,"2026":248.1}},{"slug":"lenovo","name":"Lenovo","name_en":"Lenovo","tier":3,"returns_yearly":{"2021":-4.6,"2022":-20.9,"2023":36.2,"2024":18.2,"2025":-0.6,"2026":175.7}},{"slug":"nebius","name":"Nebius","name_en":"Nebius Group","tier":3,"returns_yearly":{"2025":202.2,"2026":162.4}},{"slug":"hpe","name":"HPE","name_en":"Hewlett Packard Enterprise","tier":3,"returns_yearly":{"2021":37.4,"2022":4.5,"2023":9.7,"2024":29.1,"2025":15.5,"2026":104}},{"slug":"terawulf","name":"TeraWulf","name_en":"TeraWulf","tier":3,"returns_yearly":{"2021":77.1,"2022":-95.5,"2023":258.2,"2024":135.8,"2025":103,"2026":91.2}},{"slug":"datadog","name":"Datadog","name_en":"Datadog","tier":3,"returns_yearly":{"2021":80.9,"2022":-58.7,"2023":65.1,"2024":17.7,"2025":-4.8,"2026":89.4}},{"slug":"lg-electronics","name":"LG전자","name_en":"LG Electronics","tier":3,"returns_yearly":{"2021":-16.2,"2022":-20.9,"2023":-5.8,"2024":-9.5,"2025":19.2,"2026":85.5}},{"slug":"eoptolink","name":"Eoptolink","name_en":"Eoptolink","tier":3,"returns_yearly":{"2021":-10.1,"2022":-27.7,"2023":136.6,"2024":197,"2025":368.8,"2026":74.9}},{"slug":"aurora","name":"Aurora Innovation","name_en":"Aurora Innovation","tier":3,"returns_yearly":{"2022":-89.3,"2023":261.2,"2024":44.2,"2025":-39,"2026":66.1}},{"slug":"kyocera","name":"교세라","name_en":"Kyocera","tier":3,"returns_yearly":{"2021":7.5,"2022":-2.1,"2023":33.8,"2024":-24,"2025":46.7,"2026":63}},{"slug":"crowdstrike","name":"CrowdStrike","name_en":"CrowdStrike","tier":3,"returns_yearly":{"2021":-3.3,"2022":-48.6,"2023":142.5,"2024":34,"2025":37,"2026":59.7}},{"slug":"mercury-systems","name":"Mercury Systems","name_en":"Mercury Systems","tier":3,"returns_yearly":{"2021":-37.5,"2022":-18.7,"2023":-18.3,"2024":14.8,"2025":73.8,"2026":47.9}},{"slug":"asustek","name":"에이수스(ASUS)","name_en":"ASUSTeK Computer","tier":3,"returns_yearly":{"2021":35.5,"2022":-12.9,"2023":72,"2024":41.1,"2025":-14.1,"2026":46.7}},{"slug":"wiwynn","name":"Wiwynn","name_en":"Wiwynn","tier":3,"returns_yearly":{"2021":24.7,"2022":-22.3,"2023":206.4,"2024":3.5,"2025":64.4,"2026":45.1}},{"slug":"illumina","name":"Illumina","name_en":"Illumina","tier":3,"returns_yearly":{"2021":2.8,"2022":-46.9,"2023":-31.1,"2024":-1.3,"2025":-1.8,"2026":45}},{"slug":"gigabyte","name":"기가바이트","name_en":"Gigabyte Technology","tier":3,"returns_yearly":{"2021":82.3,"2022":-3.4,"2023":173.2,"2024":-15.9,"2025":-4.7,"2026":44.4}},{"slug":"arista","name":"Arista Networks","name_en":"Arista Networks","tier":3,"returns_yearly":{"2021":97.9,"2022":-15.6,"2023":94.1,"2024":87.7,"2025":18.5,"2026":42.7}},{"slug":"cloudflare","name":"Cloudflare","name_en":"Cloudflare","tier":3,"returns_yearly":{"2021":73,"2022":-65.6,"2023":84.2,"2024":29.3,"2025":83.1,"2026":36.1}},{"slug":"quanta","name":"Quanta","name_en":"Quanta Computer","tier":3,"returns_yearly":{"2021":22.2,"2022":-12.8,"2023":254.5,"2024":12.7,"2025":8.9,"2026":33.4}},{"slug":"coreweave","name":"CoreWeave","name_en":"CoreWeave","tier":3,"returns_yearly":{"2026":24.1}},{"slug":"sk-telecom","name":"SK텔레콤","name_en":"SK Telecom","tier":3,"returns_yearly":{"2021":7.9,"2022":-12,"2023":15.8,"2024":15.5,"2025":37.5,"2026":23.4}},{"slug":"celestica","name":"Celestica","name_en":"Celestica","tier":3,"returns_yearly":{"2021":37.9,"2022":1.3,"2023":159.8,"2024":215.2,"2025":220.3,"2026":21.7}},{"slug":"snowflake","name":"Snowflake","name_en":"Snowflake","tier":3,"returns_yearly":{"2021":20.4,"2022":-57.6,"2023":38.6,"2024":-22.4,"2025":42.1,"2026":19.2}},{"slug":"geely-auto","name":"지리자동차","name_en":"Geely Auto","tier":3,"returns_yearly":{"2021":-40.8,"2022":-22.9,"2023":-40.3,"2024":98.5,"2025":14.5,"2026":18.9}},{"slug":"apple","name":"Apple","name_en":"Apple","tier":3,"returns_yearly":{"2021":34.6,"2022":-26.4,"2023":49,"2024":30.7,"2025":9.1,"2026":16.2}},{"slug":"wistron","name":"위스트론","name_en":"Wistron","tier":3,"returns_yearly":{"2021":7.9,"2022":9.7,"2023":272.7,"2024":-1.6,"2025":22.7,"2026":14.8}},{"slug":"alphabet","name":"알파벳 (구글)","name_en":"Alphabet (Google)","tier":3,"returns_yearly":{"2021":65.3,"2022":-39.1,"2023":58.3,"2024":36,"2025":66,"2026":14.3}},{"slug":"foxconn","name":"Foxconn","name_en":"Foxconn (Hon Hai)","tier":3,"returns_yearly":{"2021":-5.1,"2022":2.8,"2023":7.8,"2024":80.1,"2025":26.9,"2026":10.9}},{"slug":"iren","name":"IREN","name_en":"IREN","tier":3,"returns_yearly":{"2022":-92.3,"2023":472,"2024":37.3,"2025":284.6,"2026":8.9}},{"slug":"amazon","name":"아마존","name_en":"Amazon","tier":3,"returns_yearly":{"2021":2.4,"2022":-49.6,"2023":80.9,"2024":44.4,"2025":5.2,"2026":6.3}},{"slug":"meta","name":"메타 플랫폼스","name_en":"Meta Platforms","tier":3,"returns_yearly":{"2021":23.1,"2022":-64.2,"2023":194.1,"2024":66,"2025":13.1,"2026":1.6}},{"slug":"tempus-ai","name":"Tempus AI","name_en":"Tempus AI","tier":3,"returns_yearly":{"2025":74.9,"2026":-1.4}},{"slug":"ibm","name":"IBM","name_en":"IBM","tier":3,"returns_yearly":{"2021":16.7,"2022":10.6,"2023":21.8,"2024":39.3,"2025":38.2,"2026":-1.6}},{"slug":"super-micro","name":"Super Micro","name_en":"Super Micro","tier":3,"returns_yearly":{"2021":38.8,"2022":86.8,"2023":246.2,"2024":7.2,"2025":-4,"2026":-3.3}},{"slug":"general-motors","name":"제너럴 모터스","name_en":"General Motors","tier":3,"returns_yearly":{"2021":40.8,"2022":-42.4,"2023":7.9,"2024":49.8,"2025":54.2,"2026":-3.8}},{"slug":"ionq","name":"IonQ","name_en":"IonQ","tier":3,"returns_yearly":{"2022":-79.3,"2023":259.1,"2024":237.1,"2025":7.4,"2026":-4.5}},{"slug":"schrodinger","name":"Schrödinger","name_en":"Schrodinger","tier":3,"returns_yearly":{"2021":-56,"2022":-46.3,"2023":91.5,"2024":-46.1,"2025":-7.3,"2026":-7.8}},{"slug":"hyundai-motor-company","name":"현대차","name_en":"Hyundai Motor Company","tier":3,"returns_yearly":{"2021":-16.7,"2022":-4.7,"2023":16.2,"2024":12.3,"2025":158.8,"2026":-7.8}},{"slug":"uber","name":"Uber","name_en":"Uber","tier":3,"returns_yearly":{"2021":-17.8,"2022":-41,"2023":149,"2024":-2,"2025":35.5,"2026":-8.8}},{"slug":"tesla","name":"Tesla","name_en":"Tesla","tier":3,"returns_yearly":{"2021":49.8,"2022":-65,"2023":101.7,"2024":62.5,"2025":11.4,"2026":-9.3}},{"slug":"recursion","name":"Recursion Pharmaceuticals","name_en":"Recursion Pharmaceuticals","tier":3,"returns_yearly":{"2022":-55,"2023":27.9,"2024":-31.4,"2025":-39.5,"2026":-13}},{"slug":"toyota","name":"Toyota Motor Corporation","name_en":"Toyota Motor Corporation","tier":3,"returns_yearly":{"2021":58.1,"2022":-13.4,"2023":63,"2024":1.8,"2025":21.8,"2026":-18.2}},{"slug":"microsoft","name":"마이크로소프트","name_en":"Microsoft","tier":3,"returns_yearly":{"2021":52.5,"2022":-28,"2023":58.2,"2024":12.9,"2025":15.6,"2026":-20}},{"slug":"alibaba","name":"알리바바","name_en":"Alibaba Group","tier":3,"returns_yearly":{"2021":-49,"2022":-25.8,"2023":-10.8,"2024":11.8,"2025":75.8,"2026":-22.7}},{"slug":"tencent-holdings-limited","name":"텐센트","name_en":"Tencent Holdings Limited","tier":3,"returns_yearly":{"2021":-28.6,"2022":-14.2,"2023":-28.7,"2024":49.8,"2025":52.1,"2026":-23.2}},{"slug":"baidu","name":"바이두","name_en":"Baidu","tier":3,"returns_yearly":{"2022":-8.2,"2023":-23.4,"2024":-13.5,"2025":74.2,"2026":-24.5}},{"slug":"rigetti","name":"Rigetti Computing","name_en":"Rigetti Computing","tier":3,"returns_yearly":{"2022":-92.9,"2023":35.1,"2024":1449.2,"2025":45.2,"2026":-25.3}},{"slug":"xiaomi","name":"샤오미","name_en":"Xiaomi","tier":3,"returns_yearly":{"2021":-43.9,"2022":-21.1,"2023":-4.6,"2024":209.7,"2025":-6.9,"2026":-27.2}},{"slug":"oracle","name":"Oracle","name_en":"Oracle","tier":3,"returns_yearly":{"2021":36.9,"2022":-4.6,"2023":30.9,"2024":60,"2025":18.1,"2026":-27.4}},{"slug":"palantir","name":"Palantir","name_en":"Palantir Technologies","tier":3,"returns_yearly":{"2021":-22.7,"2022":-64.7,"2023":167.4,"2024":340.5,"2025":135,"2026":-28.7}},{"slug":"servicenow","name":"ServiceNow","name_en":"ServiceNow","tier":3,"returns_yearly":{"2021":17.9,"2022":-40.2,"2023":82,"2024":50.1,"2025":-27.7,"2026":-29.7}},{"slug":"kratos","name":"Kratos","name_en":"Kratos Defense","tier":3,"returns_yearly":{"2021":-29.3,"2022":-46.8,"2023":96.6,"2024":30,"2025":187.8,"2026":-36.5}},{"slug":"pony-ai","name":"Pony.ai","name_en":"Pony.ai","tier":3,"returns_yearly":{"2025":1,"2026":-54.6}},{"slug":"anthropic","name":"Anthropic","name_en":"Anthropic","tier":3,"returns_yearly":null},{"slug":"openai","name":"OpenAI","name_en":"OpenAI","tier":3,"returns_yearly":null},{"slug":"marvell","name":"Marvell","name_en":"Marvell","tier":2,"returns_yearly":{"2021":84.6,"2022":-57.5,"2023":63.7,"2024":83.8,"2025":-22.8,"2026":177.8}},{"slug":"amd","name":"AMD","name_en":"AMD","tier":2,"returns_yearly":{"2021":56.9,"2022":-55,"2023":127.6,"2024":-18.1,"2025":77.3,"2026":160.5}},{"slug":"pure-storage","name":"에버퓨어 (구 퓨어스토리지)","name_en":"Everpure (formerly Pure Storage)","tier":2,"returns_yearly":{"2021":44,"2022":-17.8,"2023":33.3,"2024":72.3,"2025":9.1,"2026":18.4}},{"slug":"broadcom","name":"Broadcom","name_en":"Broadcom","tier":2,"returns_yearly":{"2021":56.5,"2022":-13.3,"2023":104.2,"2024":110.5,"2025":50.6,"2026":16}},{"slug":"nvidia","name":"NVIDIA","name_en":"NVIDIA","tier":2,"returns_yearly":{"2021":125.5,"2022":-50.3,"2023":239,"2024":171.2,"2025":38.9,"2026":13.3}},{"slug":"qualcomm","name":"Qualcomm","name_en":"Qualcomm","tier":2,"returns_yearly":{"2021":22.3,"2022":-38.6,"2023":35.1,"2024":8.3,"2025":13.8,"2026":11.7}},{"slug":"sk-hynix","name":"SK하이닉스","name_en":"SK hynix","tier":1,"returns_yearly":{"2021":-0.4,"2022":-25.6,"2023":53.9,"2024":48.6,"2025":361.1,"2026":140.3}},{"slug":"samsung-electronics","name":"삼성전자","name_en":"Samsung Electronics","tier":1,"returns_yearly":{"2021":-9,"2022":-14.2,"2023":20.9,"2024":-26.4,"2025":212.9,"2026":77.9}}],"benefiting":[],"analysis":"FC-BGA 고성능 반도체 패키지 기판을 만드는 국내 대표 기판사로, 그간 일본(이비덴·신코덴키)·대만이 주도해온 하이엔드 기판을 8천억원+ 투자로 국산화하는 것이 성장 서사의 핵심이다. FC-BGA는 AI 가속기·서버 CPU를 잇는 고다층 기판이라 AI 서버·HBM 수요가 클수록 고단·대면적화로 단가가 오르는 고부가 소재이고, 삼성전자·SK하이닉스에 더해 해외 AI 고객으로 확장 중이다. 리스크는 대규모 캐파 투자의 가동률과 전방 AI 투자 사이클 변동성이다. 그래프상 상류 트리거는 삼성·SK 및 해외 AI 고객의 패키지 기판 수요이며, 이 노드는 그 국산화 수요의 소재 수혜 지점이다.","analysis_en":"A leading Korean substrate maker of high-performance FC-BGA whose growth story centers on localizing — with 800B+ KRW of investment — the high-end substrates long led by Japan (Ibiden, Shinko) and Taiwan. FC-BGA is the high-layer substrate linking AI accelerators and server CPUs, a high-value material whose unit price rises with more layers and larger area as AI-server and HBM demand grows, and it is expanding from Samsung and SK hynix to overseas AI customers. Risks are the utilization of its large capacity investment and the volatility of the downstream AI investment cycle. Upstream on the graph the trigger is package-substrate demand from Samsung, SK and overseas AI customers, and this node is the materials beneficiary of that localization demand.","analysis_asof":"2026-07-10"},"edges":[{"direction":"investor","counterparty":"㈜대덕 (지주회사, 31.46%)","counterparty_slug":null,"confidence":"high","metric":{"holding_stake_pct":31.46},"note":"대덕그룹 지배구조의 축 — 지주회사 ㈜대덕이 지분 31.46%로 최대주주다. FCBGA·MLB 기판과 메모리 모듈기판을 아우르는 대덕전자를 그룹 내에 두어, 반도체 패키지 기판 국산화의 한 축을 형성한다.","note_en":"The axis of the Daeduck group structure — holding company Daeduck Co. is the largest shareholder at 31.46%. It houses Daeduck Electronics (FCBGA/MLB substrates and memory module boards) within the group, forming one pillar of localizing semiconductor package substrates.","sources":[{"stance":"confirms","publisher":"DART(금융감독원 전자공시)","publisher_en":"DART (FSS)","kind":"filing","lang":"ko","published_at":"2026-03-18","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260318001514","title":"daeduck 사업보고서 (DART)","title_en":"Annual business report (DART)","excerpt":"최대주주 ㈜대덕 31.46%.","excerpt_en":"Largest shareholder Daeduck Co. 31.46%."}]},{"direction":"revenue","counterparty":"삼성전자","counterparty_slug":"samsung-electronics","confidence":"mid","metric":null,"note":"삼성전자에 FC-BGA 패키지 기판 공급 — AI·서버용 고성능 기판 국산화의 핵심 고객.","note_en":"Supplies FC-BGA package substrates to Samsung — the key customer for localizing high-performance AI/server substrates.","sources":[{"stance":"mentions","publisher":"DB·대신·하나증권","publisher_en":"DB, Daishin, Hana Securities","kind":"research","lang":"ko","published_at":"2026-05-01","url":"https://news.nate.com/view/20260601n23679","title":"daeduck 증권가 리서치 — FCBGA·MLB·메모리 3각 호황 — 대신 7.4만·DB 25만원(매수","title_en":"FCBGA/MLB/memory triple upturn; targets KRW 74,000-250,000 (Buy); 2026 OP +263%","excerpt":"FCBGA·MLB·메모리 3각 호황 — 대신 7.4만·DB 25만원(매수), 2026 영업익 +263%","excerpt_en":"FCBGA/MLB/memory triple upturn; targets KRW 74,000-250,000 (Buy); 2026 OP +263%"},{"stance":"confirms","publisher":"DART(금융감독원 전자공시)","publisher_en":"DART (FSS)","kind":"filing","lang":"ko","published_at":"2026-03-18","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260318001514","title":"daeduck 사업보고서 (DART)","title_en":"Annual business report (DART)","excerpt":"DART 사업보고서: 매출·고객·사업 내용.","excerpt_en":"DART annual report: revenue, customers and business."},{"stance":"confirms","publisher":"디일렉","publisher_en":"TheElec","kind":"news","lang":"ko","published_at":"2026-02-01","url":"https://www.thelec.kr/news/articleView.html?idxno=56922","title":"대덕전자, AI 기판에 8000억 투입","title_en":"Daeduck invests 800B in AI substrates","excerpt":"삼성전자에 FC-BGA 패키지 기판 공급.","excerpt_en":"Supplies FC-BGA package substrates to Samsung Electronics."},{"stance":"confirms","publisher":"대덕전자","publisher_en":"Daeduck","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.daeduck.com","title":"대덕전자 IR","title_en":"Daeduck IR","excerpt":"삼성전자에 FC-BGA 패키지 기판 공급.","excerpt_en":"Supplies FC-BGA package substrates to Samsung Electronics."}]},{"direction":"revenue","counterparty":"SK하이닉스","counterparty_slug":"sk-hynix","confidence":"mid","metric":null,"note":"SK하이닉스에 FC-BGA 패키지 기판 공급 — HBM·AI 서버 수요에 연동되는 성장 축.","note_en":"Supplies FC-BGA package substrates to SK hynix — a growth axis tied to HBM/AI-server demand.","sources":[{"stance":"confirms","publisher":"디일렉","publisher_en":"TheElec","kind":"news","lang":"ko","published_at":"2026-02-01","url":"https://www.thelec.kr/news/articleView.html?idxno=56922","title":"대덕전자, AI 기판에 8000억 투입","title_en":"Daeduck invests 800B in AI substrates","excerpt":"SK하이닉스에 FC-BGA 패키지 기판 공급.","excerpt_en":"Supplies FC-BGA package substrates to SK hynix."},{"stance":"confirms","publisher":"대덕전자","publisher_en":"Daeduck","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.daeduck.com","title":"대덕전자 IR","title_en":"Daeduck IR","excerpt":"SK하이닉스에 FC-BGA 패키지 기판 공급.","excerpt_en":"Supplies FC-BGA package substrates to SK hynix."}]},{"direction":"cost","counterparty":"원재료·소재 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"FC-BGA 패키지 기판 제조용 원재료·소재 매입(비공개).","note_en":"Raw materials for FC-BGA package substrates (undisclosed).","sources":[{"stance":"confirms","publisher":"디일렉","publisher_en":"TheElec","kind":"news","lang":"ko","published_at":"2026-02-01","url":"https://www.thelec.kr/news/articleView.html?idxno=56922","title":"대덕전자, AI 기판에 8000억 투입","title_en":"Daeduck invests 800B in AI substrates","excerpt":"FC-BGA 패키지 기판 제조용 원재료·소재 매입(비공개).","excerpt_en":"Raw materials for FC-BGA package substrates (undisclosed)."}]},{"direction":"cost","counterparty":"설비·R&D (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"생산 설비·연구개발 투자(비공개).","note_en":"Production equipment and R&D (undisclosed).","sources":[{"stance":"confirms","publisher":"디일렉","publisher_en":"TheElec","kind":"news","lang":"ko","published_at":"2026-02-01","url":"https://www.thelec.kr/news/articleView.html?idxno=56922","title":"대덕전자, AI 기판에 8000억 투입","title_en":"Daeduck invests 800B in AI substrates","excerpt":"생산 설비·연구개발 투자(비공개).","excerpt_en":"Production equipment and R&D (undisclosed)."}]}]}