Skip to content

K-Stock Briefing

https://kstockbriefing.com

  • About Us
  • Weekly News
  • IR Room
  • RESEARCH
    • Semiconductors
  • Disclosures
    • Semiconductors
    • Energy
    • Bio & Healthcare
    • Defense
    • Shipbuilding
    • Automotive
  • Toggle search form

Category: Semiconductors

[Research] Samsung Electro-Mechanics (009150) – Daishin Securities | Supply Shortage · High-End Mix · Earnings Upward Cycle / 2026-07-31

[Research] Samsung Electro-Mechanics (009150) – Daishin Securities | Supply Shortage · High-End Mix · Earnings Upward Cycle / 2026-07-31

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Yuanta Securities | MLCC Price Hikes · Server Product Mix · Target Price Revision / 2026-07-31

[Research] Samsung Electro-Mechanics (009150) – Yuanta Securities | MLCC Price Hikes · Server Product Mix · Target Price Revision / 2026-07-31

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Hana Securities | AI MLCC Shortage · Price Cycle · High-End Margin / 2026-07-31

[Research] Samsung Electro-Mechanics (009150) – Hana Securities | AI MLCC Shortage · Price Cycle · High-End Margin / 2026-07-31

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – DS Investment & Securities | MLCC Price Leverage · Capacity Cannibalization · Earnings Upward Revisions / 2026-07-31

[Research] Samsung Electro-Mechanics (009150) – DS Investment & Securities | MLCC Price Leverage · Capacity Cannibalization · Earnings Upward Revisions / 2026-07-31

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Kyobo Securities | AI Server Demand · High-Value Mix · Structural Profitability / 2026-07-31

[Research] Samsung Electro-Mechanics (009150) – Kyobo Securities | AI Server Demand · High-Value Mix · Structural Profitability / 2026-07-31

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Mirae Asset Securities | AI MLCC Shortage · FC-BGA Margin Expansion · Earnings Direction / 2026-07-31

[Research] Samsung Electro-Mechanics (009150) – Mirae Asset Securities | AI MLCC Shortage · FC-BGA Margin Expansion · Earnings Direction / 2026-07-31

RESEARCH
[Research] SK hynix (000660 / SKHY) – Eugene Investment | AI Infrastructure · Memory Shortage · Product Mix / 2026-07-31

[Research] SK hynix (000660 / SKHY) – Eugene Investment | AI Infrastructure · Memory Shortage · Product Mix / 2026-07-31

RESEARCH
[Research] SK hynix (000660 / SKHY) – SK Securities | Supply Tightness · LTA · Shareholder Returns / 2026-07-30

[Research] SK hynix (000660 / SKHY) – SK Securities | Supply Tightness · LTA · Shareholder Returns / 2026-07-30

RESEARCH
[Research] SK hynix (000660 / SKHY) – Kiwoom | Commodity Memory Pricing · HBM4 · Valuation Appeal / 2026-07-30

[Research] SK hynix (000660 / SKHY) – Kiwoom | Commodity Memory Pricing · HBM4 · Valuation Appeal / 2026-07-30

Semiconductors
[Research] SK hynix (000660 / SKHY) – Shinhan | Ultra-Low Inventory · Supply Shortage · Earnings Rebound / 2026-07-30

[Research] SK hynix (000660 / SKHY) – Shinhan | Ultra-Low Inventory · Supply Shortage · Earnings Rebound / 2026-07-30

RESEARCH

Posts pagination

Previous 1 2 3 … 41 Next

Copyright © 2026 K-Stock Briefing.

Powered by PressBook Grid Dark theme