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Category: Semiconductors

[Research] Samsung Electro-Mechanics (009150) – iM Securities | MLCC LTA Demand · Substrate Expansion · Product Mix / 2026-01-26

[Research] Samsung Electro-Mechanics (009150) – iM Securities | MLCC LTA Demand · Substrate Expansion · Product Mix / 2026-01-26

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Eugene Investment & Securities | 4Q25 Review · Boiling Point Approach · LTA & High-end Mix / 2026-01-26

[Research] Samsung Electro-Mechanics (009150) – Eugene Investment & Securities | 4Q25 Review · Boiling Point Approach · LTA & High-end Mix / 2026-01-26

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – IBK Investment & Securities | 4Q25 Beat · AI & Automotive Growth · Seasonality Diminished / 2026-01-26

[Research] Samsung Electro-Mechanics (009150) – IBK Investment & Securities | 4Q25 Beat · AI & Automotive Growth · Seasonality Diminished / 2026-01-26

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Shinhan Securities | AI Cycle · Pricing Power · Multiple Re-rating / 2026-01-26

[Research] Samsung Electro-Mechanics (009150) – Shinhan Securities | AI Cycle · Pricing Power · Multiple Re-rating / 2026-01-26

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – SK Securities | 7 Growth Drivers · AI Transformation · Shortage 2026-27 / 2026-01-26

[Research] Samsung Electro-Mechanics (009150) – SK Securities | 7 Growth Drivers · AI Transformation · Shortage 2026-27 / 2026-01-26

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Daishin Securities | 4Q25 Beat · 1Q26 Acceleration · Humanoid Robotics / 2026-01-26

[Research] Samsung Electro-Mechanics (009150) – Daishin Securities | 4Q25 Beat · 1Q26 Acceleration · Humanoid Robotics / 2026-01-26

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Mirae Asset Securities | FC-BGA Seller’s Market · Full Capacity · Multiple Upward / 2026-01-26

[Research] Samsung Electro-Mechanics (009150) – Mirae Asset Securities | FC-BGA Seller’s Market · Full Capacity · Multiple Upward / 2026-01-26

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Yuanta Securities | Server Demand · Seasonality Weakening · Full Capa Acceleration / 2026-01-26

[Research] Samsung Electro-Mechanics (009150) – Yuanta Securities | Server Demand · Seasonality Weakening · Full Capa Acceleration / 2026-01-26

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Hana Securities | AI Server · Humanoid Robotics · Supply Tightness / 2026-01-26

[Research] Samsung Electro-Mechanics (009150) – Hana Securities | AI Server · Humanoid Robotics · Supply Tightness / 2026-01-26

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Kyobo Securities | 4Q25 Review · AI Server MLCC · FC-BGA Expansion / 2026-01-26

[Research] Samsung Electro-Mechanics (009150) – Kyobo Securities | 4Q25 Review · AI Server MLCC · FC-BGA Expansion / 2026-01-26

RESEARCH

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