[Research] SK hynix (000660 / SKHY) – Daishin | DRAM Supply Tightness · HBM4 · Technology Leadership / 2025-10-21 RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Daishin Securities | AI Beneficiary Cycle · FC-BGA & MLCC Mix Upgrades · Glass Substrate Entry / 2025-10-20 RESEARCH
[Research] SK hynix (000660 / SKHY) – iM Securities | Server Demand · Memory Upcycle · HBM Competition / 2025-10-17 RESEARCH
[Research] SK hynix (000660 / SKHY) – Mirae Asset | Commodity DRAM · Supply Constraints · Contract Pricing / 2025-10-13 Semiconductors
[Research] Samsung Electro-Mechanics (009150) – Mirae Asset Securities | FC-BGA AI Utilization Level-Up · MLCC Full Capacity · Target Price Upgrade / 2025-10-10 RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Kiwoom Securities | 4Q Beating Expectations · Early Stage of MLCC Upcycle · Target Price Upgrade / 2025-10-02 RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Eugene Investment & Securities | Early Stage of Pricing-Driven MLCC Cycle · AI Server Capacity Cannibalization · Target Price Upgrade / 2025-10-01 RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Yuanta Securities | Automotive-Led Growth · Expanding Server Exposure · Resilient MLCC Demand / 2025-10-01 RESEARCH
[Research] SK hynix (000660 / SKHY) – Shinhan | HBM Demand · Cost Competitiveness · Earnings Growth / 2025-09-30 RESEARCH
[Research] SK hynix (000660 / SKHY) – Hanwha | HBM4 Transition · QLC SSD · Earnings Growth / 2025-09-25 Semiconductors
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