Category: Semiconductors
[Research] SK hynix (000660 / SKHY) – Shinhan | Memory Super-Cycle · Supply Tightness · Pricing Power / 2025-10-30
[Research] SK hynix (000660 / SKHY) – Hana | Server Memory Demand · HBM4 Contracts · Earnings Upgrades / 2025-10-30
[Research] Samsung Electro-Mechanics (009150) – Eugene Investment & Securities | AI Server Capacity Cannibalization · MLCC Price Hike Potential · Target Price Upgrade / 2025-10-30
[Research] Samsung Electro-Mechanics (009150) – Kiwoom Securities | 98% MLCC Utilization · 4Q Earnings Surprise Forecast · 2026 Pricing Upcycle / 2025-10-30
[Research] Samsung Electro-Mechanics (009150) – Shinhan Securities | High-Value Mix Expansion · MLCC High Utilization · Target P/B Upgrade / 2025-10-30
[Research] Samsung Electro-Mechanics (009150) – iM Securities | High MLCC Utilization & Disciplined CAPEX · 2026 Earnings Growth · Target P/B Upgrade / 2025-10-30