Category: Semiconductors
[Research] Samsung Electro-Mechanics (009150) – iM Securities | Industrial & Automotive Exposure · AI Server MLCC · ASIC Substrates / 2025-01-31
[Research] Samsung Electro-Mechanics (009150) – Mirae Asset Securities | AI Server MLCC · Utilization Recovery · China Subsidy / 2025-01-31
[Research] Samsung Electro-Mechanics (009150) – Hana Securities | AI & ADAS Mix · Margin Expansion · Valuation Re-rating / 2025-01-31
[Research] Samsung Electro-Mechanics (009150) – Kyobo Securities | Non-IT Mix · 1Q25 Recovery · China Subsidy Momentum / 2025-01-31
[Research] Samsung Electro-Mechanics (009150) – IBK Securities | Non-IT MLCC · New Customers · 1Q25 Rebound / 2025-01-24
[Research] SK hynix (000660 / SKHY) – Shinhan Securities | HBM Leadership · 1Q Earnings Trough · 2Q Rebound Resumption / 2025-01-24