Category: Semiconductors
[Research] Samsung Electro-Mechanics (009150) – Yuanta Securities | MLCC Price Cycle · Customer Prepayments · Server Demand / 2026-08-11
[Research] Samsung Electro-Mechanics (009150) – Hana Securities | AI Demand · Supply Tightness · Margin Expansion / 2026-08-11
[Research] SK hynix (000660 / SKHY) – Mirae Asset | Solidigm Monetization · Shareholder Returns · Valuation Appeal / 2026-08-11
[Research] SK hynix (000660 / SKHY) – SK Securities | LTA · Earnings Visibility · Shareholder Returns / 2026-08-03
[Research] Samsung Electro-Mechanics (009150) – Kiwoom Securities | Non-Commodity Shift · Structural Shortage · Price Cycle / 2026-07-31
[Research] Samsung Electro-Mechanics (009150) – iM Securities | Valuation Reset · MLCC Price Hikes · Server Demand / 2026-07-31