Category: Semiconductors
[Research] Samsung Electro-Mechanics (009150) – Yuanta Securities | MLCC Price Hikes · Server Product Mix · Target Price Revision / 2026-07-31
[Research] Samsung Electro-Mechanics (009150) – Hana Securities | AI MLCC Shortage · Price Cycle · High-End Margin / 2026-07-31
[Research] Samsung Electro-Mechanics (009150) – DS Investment & Securities | MLCC Price Leverage · Capacity Cannibalization · Earnings Upward Revisions / 2026-07-31
[Research] Samsung Electro-Mechanics (009150) – Kyobo Securities | AI Server Demand · High-Value Mix · Structural Profitability / 2026-07-31
[Research] Samsung Electro-Mechanics (009150) – Mirae Asset Securities | AI MLCC Shortage · FC-BGA Margin Expansion · Earnings Direction / 2026-07-31
[Research] SK hynix (000660 / SKHY) – Eugene Investment | AI Infrastructure · Memory Shortage · Product Mix / 2026-07-31