South Korean semiconductor materials, components and equipment suppliers are beginning to benefit as major memory makers expand mass production of SOCAMM2, a low-power DRAM server module standard introduced by Nvidia. The market is expected to grow from 300 billion won this year to 700 billion won next year. Substrate makers have seen the earliest gains: Simmtech reported 39.3 billion won in SOCAMM-related revenue in the second quarter and expects 72.3 billion won in the third quarter and 98.9 billion won in the fourth. TLB posted record quarterly revenue of 88.2 billion won and operating profit of 12.8 billion won in the second quarter, while Yuanta Securities expects SOCAMM to contribute 25% to 30% of TLB's revenue next year. Back-end suppliers MK Electron and APACT are generating smaller revenues for now but expect stronger volumes from the end of this year. Industry participants expect profitability across the SOCAMM value chain to improve over the medium to long term.