Category: Semiconductors
[Research] SK hynix (000660 / SKHY) – Kiwoom | Commodity DRAM Pricing · NAND Recovery · Earnings Upside / 2025-12-08
[Research] Samsung Electro-Mechanics (009150) – Meritz Securities | AI Server MLCC · AI ABF Substrate Tightness · Valuation Re-rating / 2025-12-08
[Research] Samsung Electro-Mechanics (009150) – IBK Securities | 4Q Seasonality Easing · AI-Led Growth Across Divisions · Non-IT Mix Expansion / 2025-12-03
[Research] Samsung Electro-Mechanics (009150) – SK Securities | MLCC Shortage Scenario · AI-Driven Portfolio Shift · Valuation Re-rating / 2025-11-24
[Research] SK hynix (000660 / SKHY) – Kiwoom | Commodity DRAM · Margin Expansion · Earnings Resilience / 2025-11-19
[Research] Samsung Electro-Mechanics (009150) – Mirae Asset Securities | FC-BGA Sold-Out & ASP Upside · High-Cap AI MLCC · 2026 Margin Expansion / 2025-11-19