[Research] Samsung Electro-Mechanics (009150) – Shinhan Securities | AI MLCC Structural Growth · CapEx Expansion · 2025 Profit Milestone / 2024-09-26 RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Kiwoom Securities | AI MLCC Tight Supply · AI Accelerator FC-BGA · 2025 All-Division Momentum / 2024-09-26 RESEARCH
[Research] Samsung Electro-Mechanics (009150) – iM Securities | Lean Inventory & Cautious Supply · AI/Auto MLCC Expansion · 2025 AI Substrate Ramp / 2024-09-26 RESEARCH
[Research] SK hynix (000660 / SKHY) – IBK Securities | 3Q Forecast Adjustment · HBM CapEx Expansion · Long-Term Growth Intact / 2024-09-26 RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Meritz Securities | AI MLCC Content Expansion · Server & On-Device AI · 2025 Structural Rebound / 2024-09-25 RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Daishin Securities | MLCC High Utilization & Mix · AI FC-BGA · 2025 Growth Rebound / 2024-09-24 RESEARCH
[Research] SK hynix (000660 / SKHY) – DS Investment & Securities | Resilient HBM Growth · Oversupply Concerns Eased · Valuation Appeal / 2024-09-24 RESEARCH
[Research] SK hynix (000660 / SKHY) – Mirae Asset Securities | Leading-Edge Node Stability · 12-High HBM3E Ramp · Balance Sheet Deleveraging / 2024-09-20 RESEARCH
[Research] SK hynix (000660 / SKHY) – Hyundai Motor Securities | HBM Technology Leadership · Solid HPC Demand · Target Price Revision / 2024-09-13 RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Yuanta Securities | AI MLCC Wave · AI Server & Automotive FC-BGA · Coverage Initiation / 2024-09-05 RESEARCH
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