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Category: Semiconductors

[Research] SK hynix (000660 / SKHY) – Mirae Asset | DRAM Supply-Demand · AI Infrastructure Finance · Valuation Re-rating / 2026-08-14

[Research] SK hynix (000660 / SKHY) – Mirae Asset | DRAM Supply-Demand · AI Infrastructure Finance · Valuation Re-rating / 2026-08-14

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Yuanta Securities | MLCC Price Cycle · Customer Prepayments · Server Demand / 2026-08-11

[Research] Samsung Electro-Mechanics (009150) – Yuanta Securities | MLCC Price Cycle · Customer Prepayments · Server Demand / 2026-08-11

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Hana Securities | AI Demand · Supply Tightness · Margin Expansion / 2026-08-11

[Research] Samsung Electro-Mechanics (009150) – Hana Securities | AI Demand · Supply Tightness · Margin Expansion / 2026-08-11

RESEARCH
[Research] SK hynix (000660 / SKHY) – Mirae Asset | Solidigm Monetization · Shareholder Returns · Valuation Appeal / 2026-08-11

[Research] SK hynix (000660 / SKHY) – Mirae Asset | Solidigm Monetization · Shareholder Returns · Valuation Appeal / 2026-08-11

RESEARCH
[Research] SK hynix (000660 / SKHY) – SK Securities | LTA · Earnings Visibility · Shareholder Returns / 2026-08-03

[Research] SK hynix (000660 / SKHY) – SK Securities | LTA · Earnings Visibility · Shareholder Returns / 2026-08-03

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Kiwoom Securities | Non-Commodity Shift · Structural Shortage · Price Cycle / 2026-07-31

[Research] Samsung Electro-Mechanics (009150) – Kiwoom Securities | Non-Commodity Shift · Structural Shortage · Price Cycle / 2026-07-31

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – iM Securities | Valuation Reset · MLCC Price Hikes · Server Demand / 2026-07-31

[Research] Samsung Electro-Mechanics (009150) – iM Securities | Valuation Reset · MLCC Price Hikes · Server Demand / 2026-07-31

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – SK Securities | MLCC ASP Rise · FCBGA Margin Expansion · Earnings Upward Revision / 2026-07-31

[Research] Samsung Electro-Mechanics (009150) – SK Securities | MLCC ASP Rise · FCBGA Margin Expansion · Earnings Upward Revision / 2026-07-31

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – IBK Securities | MLCC Price Hike · Supply Shortage · Earnings Acceleration / 2026-07-31

[Research] Samsung Electro-Mechanics (009150) – IBK Securities | MLCC Price Hike · Supply Shortage · Earnings Acceleration / 2026-07-31

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Shinhan Securities | High-Value Order Expansion · ASP Growth · Earnings Upward Revision / 2026-07-31

[Research] Samsung Electro-Mechanics (009150) – Shinhan Securities | High-Value Order Expansion · ASP Growth · Earnings Upward Revision / 2026-07-31

Semiconductors

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