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Category: Semiconductors

[Research] SK hynix (000660 / SKHY) – Mirae Asset | Memory Pricing Resilience · Earnings Visibility · Valuation Appeal / 2026-04-01

[Research] SK hynix (000660 / SKHY) – Mirae Asset | Memory Pricing Resilience · Earnings Visibility · Valuation Appeal / 2026-04-01

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Mirae Asset Securities | FC-BGA Pricing · MLCC Lead Time · Operating Leverage / 2026-03-31

[Research] Samsung Electro-Mechanics (009150) – Mirae Asset Securities | FC-BGA Pricing · MLCC Lead Time · Operating Leverage / 2026-03-31

RESEARCH
[Research] SK hynix (000660 / SKHY) – iM Securities | Memory ASP · Server Demand · Earnings Upgrades / 2026-03-31

[Research] SK hynix (000660 / SKHY) – iM Securities | Memory ASP · Server Demand · Earnings Upgrades / 2026-03-31

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Hana Securities | AI Server Demand · Supply Shortage · Valuation Premium / 2026-03-25

[Research] Samsung Electro-Mechanics (009150) – Hana Securities | AI Server Demand · Supply Shortage · Valuation Premium / 2026-03-25

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Daishin Securities | FC-BGA Mix · MLCC Price Increase · Physical AI / 2026-03-25

[Research] Samsung Electro-Mechanics (009150) – Daishin Securities | FC-BGA Mix · MLCC Price Increase · Physical AI / 2026-03-25

RESEARCH
[Research] SK hynix (000660 / SKHY) – Mirae Asset | ADR Listing · Valuation Gap · Re-rating / 2026-03-25

[Research] SK hynix (000660 / SKHY) – Mirae Asset | ADR Listing · Valuation Gap · Re-rating / 2026-03-25

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Kyobo Securities | Simultaneous Upcycle · Vera Rubin NVSwitch · Pricing Power / 2026-03-24

[Research] Samsung Electro-Mechanics (009150) – Kyobo Securities | Simultaneous Upcycle · Vera Rubin NVSwitch · Pricing Power / 2026-03-24

RESEARCH
[Research] SK hynix (000660 / SKHY) – Mirae Asset | Memory Pricing · ADR Listing · Valuation Re-rating / 2026-03-23

[Research] SK hynix (000660 / SKHY) – Mirae Asset | Memory Pricing · ADR Listing · Valuation Re-rating / 2026-03-23

RESEARCH
Research] SK hynix (000660 / SKHY) – Mirae Asset | HBM4 · Capacity Constraints · Earnings Upgrades / 2026-03-16

Research] SK hynix (000660 / SKHY) – Mirae Asset | HBM4 · Capacity Constraints · Earnings Upgrades / 2026-03-16

RESEARCH
[Research] SK hynix (000660 / SKHY) – Daishin | Memory ASP · Earnings Upgrades · Valuation Appeal / 2026-03-16

[Research] SK hynix (000660 / SKHY) – Daishin | Memory ASP · Earnings Upgrades · Valuation Appeal / 2026-03-16

RESEARCH

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