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Category: Semiconductors

[Research] Samsung Electro-Mechanics (009150) – Daishin Securities | AI & Automotive Mix · Big Tech Supply Expansion · Valuation Re-rating / 2025-12-23

[Research] Samsung Electro-Mechanics (009150) – Daishin Securities | AI & Automotive Mix · Big Tech Supply Expansion · Valuation Re-rating / 2025-12-23

RESEARCH
[Research] SK hynix (000660 / SKHY) – Kiwoom | Commodity DRAM Pricing · NAND Recovery · Earnings Upside / 2025-12-08

[Research] SK hynix (000660 / SKHY) – Kiwoom | Commodity DRAM Pricing · NAND Recovery · Earnings Upside / 2025-12-08

RESEARCH
[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) – Meritz Securities | AI Server MLCC · AI ABF Substrate Tightness · Valuation Re-rating / 2025-12-08

Semiconductors
[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) – IBK Securities | 4Q Seasonality Easing · AI-Led Growth Across Divisions · Non-IT Mix Expansion / 2025-12-03

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – SK Securities | MLCC Shortage Scenario · AI-Driven Portfolio Shift · Valuation Re-rating / 2025-11-24

[Research] Samsung Electro-Mechanics (009150) – SK Securities | MLCC Shortage Scenario · AI-Driven Portfolio Shift · Valuation Re-rating / 2025-11-24

RESEARCH
[Research] SK hynix (000660 / SKHY) – Kiwoom | Commodity DRAM · Margin Expansion · Earnings Resilience / 2025-11-19

[Research] SK hynix (000660 / SKHY) – Kiwoom | Commodity DRAM · Margin Expansion · Earnings Resilience / 2025-11-19

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Mirae Asset Securities | FC-BGA Sold-Out & ASP Upside · High-Cap AI MLCC · 2026 Margin Expansion / 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

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Kyobo Securities | 4Q Earnings Upgrade · High-Value MLCC Shift · FCBGA Full Capacity / 2025-11-19

[Research] Samsung Electro-Mechanics (009150) – Kyobo Securities | 4Q Earnings Upgrade · High-Value MLCC Shift · FCBGA Full Capacity / 2025-11-19

RESEARCH
[Research] SK hynix (000660 / SKHY) – iM Securities | Server DDR5 · eSSD · Supply-Demand Tightness / 2025-10-30

[Research] SK hynix (000660 / SKHY) – iM Securities | Server DDR5 · eSSD · Supply-Demand Tightness / 2025-10-30

RESEARCH
[Research] SK hynix (000660 / SKHY) – Shinhan | Memory Super-Cycle · Supply Tightness · Pricing Power / 2025-10-30

[Research] SK hynix (000660 / SKHY) – Shinhan | Memory Super-Cycle · Supply Tightness · Pricing Power / 2025-10-30

RESEARCH

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