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Category: Semiconductors

[Research] Samsung Electro-Mechanics (009150) – DS Investment & Securities | 4Q25 Review · MLCC Shortage · FC-BGA Full Capa / 2026-01-26

[Research] Samsung Electro-Mechanics (009150) – DS Investment & Securities | 4Q25 Review · MLCC Shortage · FC-BGA Full Capa / 2026-01-26

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Mirae Asset Securities | Long-Term Agreement · MLCC & FC-BGA Re-rating · Seller’s Market / 2026-01-21

[Research] Samsung Electro-Mechanics (009150) – Mirae Asset Securities | Long-Term Agreement · MLCC & FC-BGA Re-rating · Seller’s Market / 2026-01-21

RESEARCH
[Research] SK hynix (000660 / SKHY) – Eugene Investment | HBM Demand · AI Accelerator Diversification · Profitability / 2026-01-21

[Research] SK hynix (000660 / SKHY) – Eugene Investment | HBM Demand · AI Accelerator Diversification · Profitability / 2026-01-21

RESEARCH
[Research] SK hynix (000660 / SKHY) – Mirae Asset | DRAM Pricing · Big Tech Demand · Earnings Upgrades / 2026-01-19

[Research] SK hynix (000660 / SKHY) – Mirae Asset | DRAM Pricing · Big Tech Demand · Earnings Upgrades / 2026-01-19

RESEARCH
[Research] SK hynix (000660 / SKHY) – Hana | Memory Pricing · Long-Term Contracts · HBM4 / 2026-01-14

[Research] SK hynix (000660 / SKHY) – Hana | Memory Pricing · Long-Term Contracts · HBM4 / 2026-01-14

RESEARCH
[Research] SK hynix (000660 / SKHY) – Kiwoom | NAND Pricing · Fab Utilization · Earnings Upgrades / 2026-01-07

[Research] SK hynix (000660 / SKHY) – Kiwoom | NAND Pricing · Fab Utilization · Earnings Upgrades / 2026-01-07

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – iM Securities | Valuation Multiples · Structural Upcycle · Physical AI / 2026-01-05

[Research] Samsung Electro-Mechanics (009150) – iM Securities | Valuation Multiples · Structural Upcycle · Physical AI / 2026-01-05

RESEARCH
[Research] SK hynix (000660 / SKHY) – Shinhan | DRAM Supply Shortage · Supplier Pricing Power · HBM3E / 2026-01-05

[Research] SK hynix (000660 / SKHY) – Shinhan | DRAM Supply Shortage · Supplier Pricing Power · HBM3E / 2026-01-05

RESEARCH
[Research] SK hynix (000660 / SKHY) – Daishin | HBM4 · Memory Supply Shortage · Shareholder Returns / 2026-01-02

[Research] SK hynix (000660 / SKHY) – Daishin | HBM4 · Memory Supply Shortage · Shareholder Returns / 2026-01-02

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Hana Securities | 4Q25 Preview · AI Server Expansion · Core & New Business Momentum / 2025-12-26

[Research] Samsung Electro-Mechanics (009150) – Hana Securities | 4Q25 Preview · AI Server Expansion · Core & New Business Momentum / 2025-12-26

RESEARCH

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