Category: Semiconductors
[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) – Hana Securities | High-Value Mix Improvement · AI Accelerator Substrates · 2026 Earnings Visibility / 2025-08-01
[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) – Daishin Securities | Tesla AI6 Catalyst · FC-BGA Substrates · Automotive & Robotics / 2025-07-30
[Research] SK hynix (000660 / SKHY) – DS Investment | HBM Volume Visibility · Capex · Margin Leadership / 2025-07-28
[Research] SK hynix (000660 / SKHY) – Hanwha | HBM Negotiations · AI Growth · DRAM Supply Risk / 2025-07-25