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Category: Semiconductors

[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
[Research] SK hynix (000660 / SKHY) – Hana | Server Memory Demand · HBM4 Contracts · Earnings Upgrades / 2025-10-30

[Research] SK hynix (000660 / SKHY) – Hana | Server Memory Demand · HBM4 Contracts · Earnings Upgrades / 2025-10-30

RESEARCH
[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) – Eugene Investment & Securities | AI Server Capacity Cannibalization · MLCC Price Hike Potential · Target Price Upgrade / 2025-10-30

RESEARCH
[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) – Kiwoom Securities | 98% MLCC Utilization · 4Q Earnings Surprise Forecast · 2026 Pricing Upcycle / 2025-10-30

RESEARCH
[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) – Shinhan Securities | High-Value Mix Expansion · MLCC High Utilization · Target P/B Upgrade / 2025-10-30

Semiconductors
[Research] Samsung Electro-Mechanics (009150) – iM Securities | High MLCC Utilization & Disciplined CAPEX · 2026 Earnings Growth · 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

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – SK Securities | 3Q Earnings Beat · Utilization to Pricing Upcycle Shift · Target Price Upgrade / 2025-10-30

[Research] Samsung Electro-Mechanics (009150) – SK Securities | 3Q Earnings Beat · Utilization to Pricing Upcycle Shift · Target Price Upgrade / 2025-10-30

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – IBK Securities | AI-Driven Off-Season Resilience · Non-IT MLCC Expansion · Target Price Upgrade / 2025-10-30

[Research] Samsung Electro-Mechanics (009150) – IBK Securities | AI-Driven Off-Season Resilience · Non-IT MLCC Expansion · Target Price Upgrade / 2025-10-30

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Daishin Securities | FC-BGA Surpasses 50% Share · Industrial & Automotive MLCC Mix · 2026 Earnings Growth / 2025-10-30

[Research] Samsung Electro-Mechanics (009150) – Daishin Securities | FC-BGA Surpasses 50% Share · Industrial & Automotive MLCC Mix · 2026 Earnings Growth / 2025-10-30

RESEARCH

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