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Category: Semiconductors

[Research] Samsung Electro-Mechanics (009150) – SK Securities | MLCC Utilization Recovery · AI Accelerator Substrates · North American Big Tech / 2025-08-01

[Research] Samsung Electro-Mechanics (009150) – SK Securities | MLCC Utilization Recovery · AI Accelerator Substrates · North American Big Tech / 2025-08-01

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – DS Investment & Securities | AI Server · High-Value MLCC · FC-BGA Supply Expansion / 2025-08-01

[Research] Samsung Electro-Mechanics (009150) – DS Investment & Securities | AI Server · High-Value MLCC · FC-BGA Supply Expansion / 2025-08-01

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Hana Securities | High-Value Mix Improvement · AI Accelerator Substrates · 2026 Earnings Visibility / 2025-08-01

[Research] Samsung Electro-Mechanics (009150) – Hana Securities | High-Value Mix Improvement · AI Accelerator Substrates · 2026 Earnings Visibility / 2025-08-01

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Mirae Asset Securities | High-Value MLCC · FC-BGA Transition · Next-Gen Portfolio / 2025-07-31

[Research] Samsung Electro-Mechanics (009150) – Mirae Asset Securities | High-Value MLCC · FC-BGA Transition · Next-Gen Portfolio / 2025-07-31

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Daishin Securities | Tesla AI6 Catalyst · FC-BGA Substrates · Automotive & Robotics / 2025-07-30

[Research] Samsung Electro-Mechanics (009150) – Daishin Securities | Tesla AI6 Catalyst · FC-BGA Substrates · Automotive & Robotics / 2025-07-30

RESEARCH
[Research] SK hynix (000660 / SKHY) – DS Investment | HBM Volume Visibility · Capex · Margin Leadership / 2025-07-28

[Research] SK hynix (000660 / SKHY) – DS Investment | HBM Volume Visibility · Capex · Margin Leadership / 2025-07-28

Semiconductors
[Research] SK hynix (000660 / SKHY) – Hanwha | HBM Negotiations · AI Growth · DRAM Supply Risk / 2025-07-25

[Research] SK hynix (000660 / SKHY) – Hanwha | HBM Negotiations · AI Growth · DRAM Supply Risk / 2025-07-25

RESEARCH
[Research] SK hynix (000660 / SKHY) – Hana | HBM Visibility · Client Positioning · Technology Differentiation / 2025-07-25

[Research] SK hynix (000660 / SKHY) – Hana | HBM Visibility · Client Positioning · Technology Differentiation / 2025-07-25

RESEARCH
[Research] SK hynix (000660 / SKHY) – Hyundai Motor | HBM3E 12-High · Product Mix · DRAM Pricing / 2025-07-25

[Research] SK hynix (000660 / SKHY) – Hyundai Motor | HBM3E 12-High · Product Mix · DRAM Pricing / 2025-07-25

RESEARCH
[Research] SK hynix (000660 / SKHY) – Industry Slowdown · HBM Demand Slowdown · Intensifying Competition / 2025-07-25

[Research] SK hynix (000660 / SKHY) – Industry Slowdown · HBM Demand Slowdown · Intensifying Competition / 2025-07-25

Semiconductors

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