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Category: Semiconductors

[Research] Samsung Electro-Mechanics (009150) – Yuanta Securities | Server Demand · MLCC Pricing · Dual Upcycle / 2026-03-12

[Research] Samsung Electro-Mechanics (009150) – Yuanta Securities | Server Demand · MLCC Pricing · Dual Upcycle / 2026-03-12

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Mirae Asset Securities | AI6 Direct Beneficiary · FC-BGA TAM Expansion · MLCC Price Hike / 2026-03-05

[Research] Samsung Electro-Mechanics (009150) – Mirae Asset Securities | AI6 Direct Beneficiary · FC-BGA TAM Expansion · MLCC Price Hike / 2026-03-05

RESEARCH
[Research] SK hynix (000660 / SKHY) – Mirae Asset | Memory Pricing · Supply Deficit · Valuation Appeal / 2026-03-04

[Research] SK hynix (000660 / SKHY) – Mirae Asset | Memory Pricing · Supply Deficit · Valuation Appeal / 2026-03-04

Semiconductors
[Research] Samsung Electro-Mechanics (009150) – iM Securities | MLCC Price Hike · PKG Re-rating · High ROE / 2026-03-03

[Research] Samsung Electro-Mechanics (009150) – iM Securities | MLCC Price Hike · PKG Re-rating · High ROE / 2026-03-03

RESEARCH
[Research] SK hynix (000660 / SKHY) – Kiwoom | Legacy Memory Pricing · Earnings Upgrades · Volume Growth / 2026-03-03

[Research] SK hynix (000660 / SKHY) – Kiwoom | Legacy Memory Pricing · Earnings Upgrades · Volume Growth / 2026-03-03

RESEARCH
[Research] SK hynix (000660 / SKHY) – SK Securities | AI Memory · NAND Tiering · Earnings Re-rating / 2026-02-24

[Research] SK hynix (000660 / SKHY) – SK Securities | AI Memory · NAND Tiering · Earnings Re-rating / 2026-02-24

RESEARCH
[Research] SK hynix (000660 / SKHY) – Daishin | Legacy Memory Pricing · LTA · ADR / 2026-02-23

[Research] SK hynix (000660 / SKHY) – Daishin | Legacy Memory Pricing · LTA · ADR / 2026-02-23

RESEARCH
[Research] SK hynix (000660 / SKHY) – Kiwoom | Commodity Memory Pricing · Server Demand · Earnings Upgrades / 2026-01-30

[Research] SK hynix (000660 / SKHY) – Kiwoom | Commodity Memory Pricing · Server Demand · Earnings Upgrades / 2026-01-30

Semiconductors
[Research] SK hynix (000660 / SKHY) – iM Securities | Fixed Memory Pricing · Supply Shortage · Earnings Growth / 2026-01-30

[Research] SK hynix (000660 / SKHY) – iM Securities | Fixed Memory Pricing · Supply Shortage · Earnings Growth / 2026-01-30

RESEARCH
[Research] SK hynix (000660 / SKHY) – Shinhan | Memory ASP · Supply Tightness · Pricing Power / 2026-01-30

[Research] SK hynix (000660 / SKHY) – Shinhan | Memory ASP · Supply Tightness · Pricing Power / 2026-01-30

RESEARCH

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