[Feature Stock] DSC Investment soars on news of mass production of Puriosa AI HBM NPU…Expectations for revaluation of stake value

DSC Investment Company showed strong performance during trading hours. News then emerged that its investment target—artificial intelligence (AI) semiconductor company FuriosaAI—has successfully achieved mass production of a neural network processor (NPU) based on high-bandwidth memory (HBM), sparking market expectations for a reassessment of the value of its equity holdings and subsequently driving a wave of buy orders.

In the Kosdaq market, DSC Investment Company is currently up 14.06% from the previous trading day, closing at 18,250 won. During the session, it once climbed as high as 19,620 won, with a gain of more than 20%.

What the market is watching is FuriosaAI’s success this year in achieving mass production of its second-generation AI accelerator, “Renegade (RNGD).” Renegade is an HBM-based AI semiconductor and belongs to the NPU product line; in a market currently centered on GPUs, it is seen as an alternative in terms of energy efficiency and cost savings.

Of particular note is that, following examples such as Samsung SDS reportedly considering applying it to cloud services and LG U+ already introducing it, along with expectations for a Middle East project involving Saudi Aramco, FuriosaAI’s potential for business expansion is becoming increasingly clear. Not only has mass production been achieved, but expectations for an expansion in its actual customer base have also gathered momentum, further strengthening investors’ expectations for a reassessment of the corporate value of its investment entity, DSC Investment Company.

Previously, whenever news related to FuriosaAI was reported, DSC Investment Company’s stock price would become more volatile. In February 2025, amid rumors that FuriosaAI would be acquired by Meta, its stock price hit the daily limit; in February 2026, as the government pushed ahead with the construction of a national AI computing center and attention turned to plans to integrate domestically made NPUs, the stock price hit the daily limit again.

What makes this different this time is that the domestic AI semiconductor business—previously only in the expectation stage—has now actually entered the mass production phase. The market interprets the possibility of FuriosaAI expanding its production and supply as a positive factor for the increased value of the equity holdings that DSC Investment Company has.