Category: Semiconductors
[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) – Hana Securities | Data Center Momentum · High-Value MLCC Tightness · AI Accelerator Substrates / 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] Samsung Electro-Mechanics (009150) – DS Investment & Securities | 3Q Earnings Beat · Structural Rack-Scale MLCC Growth · Target Price Upgrade / 2025-10-30
[Research] SK hynix (000660 / SKHY) – Mirae Asset | Capacity Pre-Bookings · Pricing Power · Shareholder Returns / 2025-10-29
[Research] SK hynix (000660 / SKHY) – Daishin | Capex Discipline · LTA · Cycle Stability / 2025-10-29