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) – Mirae Asset Securities | High MLCC & Substrate Utilization · Off-Season Headwinds Easing · Target EV/EBITDA Re-rating / 2025-10-30

[Research] Samsung Electro-Mechanics (009150) – Mirae Asset Securities | High MLCC & Substrate Utilization · Off-Season Headwinds Easing · Target EV/EBITDA Re-rating / 2025-10-30

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Yuanta Securities | FC-BGA Server Transition · MLCC Server Expansion · Target Price Upgrade / 2025-10-30

[Research] Samsung Electro-Mechanics (009150) – Yuanta Securities | FC-BGA Server Transition · MLCC Server Expansion · Target Price Upgrade / 2025-10-30

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Hana Securities | Data Center Momentum · High-Value MLCC Tightness · AI Accelerator Substrates / 2025-10-30

[Research] Samsung Electro-Mechanics (009150) – Hana Securities | Data Center Momentum · High-Value MLCC Tightness · AI Accelerator Substrates / 2025-10-30

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Kyobo Securities | High-Value Non-IT Mix · 4Q Seasonality Overhaul · AI Cycle Beneficiary / 2025-10-30

[Research] Samsung Electro-Mechanics (009150) – Kyobo Securities | High-Value Non-IT Mix · 4Q Seasonality Overhaul · AI Cycle Beneficiary / 2025-10-30

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – DS Investment & Securities | 3Q Earnings Beat · Structural Rack-Scale MLCC Growth · Target Price Upgrade / 2025-10-30

[Research] Samsung Electro-Mechanics (009150) – DS Investment & Securities | 3Q Earnings Beat · Structural Rack-Scale MLCC Growth · Target Price Upgrade / 2025-10-30

RESEARCH
[Research] SK hynix (000660 / SKHY) – Mirae Asset | Capacity Pre-Bookings · Pricing Power · Shareholder Returns / 2025-10-29

[Research] SK hynix (000660 / SKHY) – Mirae Asset | Capacity Pre-Bookings · Pricing Power · Shareholder Returns / 2025-10-29

RESEARCH
[Research] SK hynix (000660 / SKHY) – Daishin | Capex Discipline · LTA · Cycle Stability / 2025-10-29

[Research] SK hynix (000660 / SKHY) – Daishin | Capex Discipline · LTA · Cycle Stability / 2025-10-29

RESEARCH
[Research] SK hynix (000660 / SKHY) – Yuanta | DRAM Inventory · Supplier Pricing Power · Server Demand / 2025-10-29

[Research] SK hynix (000660 / SKHY) – Yuanta | DRAM Inventory · Supplier Pricing Power · Server Demand / 2025-10-29

RESEARCH
[Research] SK hynix (000660 / SKHY) – DS Investment | Capacity Bookings · AI Inference · Memory Supply Shortage / 2025-10-29

[Research] SK hynix (000660 / SKHY) – DS Investment | Capacity Bookings · AI Inference · Memory Supply Shortage / 2025-10-29

RESEARCH
[Research] SK hynix (000660 / SKHY) – Meritz | Pre-Order Demand · LTA · Earnings Visibility / 2025-10-29

[Research] SK hynix (000660 / SKHY) – Meritz | Pre-Order Demand · LTA · Earnings Visibility / 2025-10-29

Semiconductors

Posts pagination

Previous 1 … 21 22 23 … 46 Next

Copyright © 2026 K-Stock Briefing.

Powered by PressBook Grid Dark theme