Category: Semiconductors
[Research] Samsung Electro-Mechanics (009150) – Mirae Asset Securities | FC-BGA Pricing · MLCC Lead Time · Operating Leverage / 2026-03-31
[Research] SK hynix (000660 / SKHY) – iM Securities | Memory ASP · Server Demand · Earnings Upgrades / 2026-03-31
[Research] Samsung Electro-Mechanics (009150) – Hana Securities | AI Server Demand · Supply Shortage · Valuation Premium / 2026-03-25
[Research] Samsung Electro-Mechanics (009150) – Daishin Securities | FC-BGA Mix · MLCC Price Increase · Physical AI / 2026-03-25
[Research] SK hynix (000660 / SKHY) – Mirae Asset | ADR Listing · Valuation Gap · Re-rating / 2026-03-25
[Research] Samsung Electro-Mechanics (009150) – Kyobo Securities | Simultaneous Upcycle · Vera Rubin NVSwitch · Pricing Power / 2026-03-24