Corporate Logo(source: petasys.com)
ISU Petasys(007660) traded sharply higher on November 27, supported by expectations of benefiting from Google’s Tensor Processing Unit (TPU) demand in the artificial intelligence (AI) sector.
As of 9:51 a.m., the stock was trading at 144,500 won on the KOSPI, up 2,900 won (2.05%) from the previous session. The shares extended their gains for a third consecutive session, touching an intraday one-year high of 149,300 won.
Market analysts attribute the stock’s upward momentum to growing optimism surrounding Google’s AI model “Gemini 3.” As data center TPU server expansion is essential for training AI models, ISU Petasys—one of the primary suppliers for TPU systems—is expected to benefit. The company is reported to hold roughly 40% of Google’s TPU supply share.
Park Sang-hyun, an analyst at Korea Investment & Securities, said, “TPU volumes are expected to grow steadily, and demand for high-bandwidth 800G switches will also expand meaningfully. With strong demand and limited supply additions, average selling prices (ASP) are likely to trend upward throughout the year.”
*[KOSPI] ISU Petasys(007660) specializes in the production of printed circuit boards(PCBs), essential components of electronic products. Market capitalization is 9.374 trillion won (as of November 24, 2025, closing price).
Corporate Logo(source: petasys.com)
ISU Petasys(007660) traded sharply higher on November 27, supported by expectations of benefiting from Google’s Tensor Processing Unit (TPU) demand in the artificial intelligence (AI) sector.
As of 9:51 a.m., the stock was trading at 144,500 won on the KOSPI, up 2,900 won (2.05%) from the previous session. The shares extended their gains for a third consecutive session, touching an intraday one-year high of 149,300 won.
Market analysts attribute the stock’s upward momentum to growing optimism surrounding Google’s AI model “Gemini 3.” As data center TPU server expansion is essential for training AI models, ISU Petasys—one of the primary suppliers for TPU systems—is expected to benefit. The company is reported to hold roughly 40% of Google’s TPU supply share.
Park Sang-hyun, an analyst at Korea Investment & Securities, said, “TPU volumes are expected to grow steadily, and demand for high-bandwidth 800G switches will also expand meaningfully. With strong demand and limited supply additions, average selling prices (ASP) are likely to trend upward throughout the year.”
*[KOSPI] ISU Petasys(007660) specializes in the production of printed circuit boards(PCBs), essential components of electronic products. Market capitalization is 9.374 trillion won (as of November 24, 2025, closing price).