Category: Semiconductors
[Research] Samsung Electro-Mechanics (009150) – Mirae Asset Securities | Long-Term Agreement · MLCC & FC-BGA Re-rating · Seller’s Market / 2026-01-21
[Research] SK hynix (000660 / SKHY) – Eugene Investment | HBM Demand · AI Accelerator Diversification · Profitability / 2026-01-21
[Research] SK hynix (000660 / SKHY) – Mirae Asset | DRAM Pricing · Big Tech Demand · Earnings Upgrades / 2026-01-19
[Research] SK hynix (000660 / SKHY) – Hana | Memory Pricing · Long-Term Contracts · HBM4 / 2026-01-14
[Research] SK hynix (000660 / SKHY) – Kiwoom | NAND Pricing · Fab Utilization · Earnings Upgrades / 2026-01-07
[Research] Samsung Electro-Mechanics (009150) – iM Securities | Valuation Multiples · Structural Upcycle · Physical AI / 2026-01-05