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Category: Semiconductors

[Research] SK hynix (000660 / SKHY) – Kiwoom Securities | 3Q24 Earnings Upgrade · CapEx Cut Outlook · Rating Upgraded to BUY / 2024-08-06

[Research] SK hynix (000660 / SKHY) – Kiwoom Securities | 3Q24 Earnings Upgrade · CapEx Cut Outlook · Rating Upgraded to BUY / 2024-08-06

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – IBK Securities | Non-IT MLCC · Substrate Growth · Earnings Momentum / 2024-08-01

[Research] Samsung Electro-Mechanics (009150) – IBK Securities | Non-IT MLCC · Substrate Growth · Earnings Momentum / 2024-08-01

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Shinhan Securities | AI Device Demand · High-Value Mix · Valuation Re-rating / 2024-08-01

[Research] Samsung Electro-Mechanics (009150) – Shinhan Securities | AI Device Demand · High-Value Mix · Valuation Re-rating / 2024-08-01

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Kiwoom Securities | AI Server Demand · Substrate Recovery · Profitability Expansion / 2024-08-01

[Research] Samsung Electro-Mechanics (009150) – Kiwoom Securities | AI Server Demand · Substrate Recovery · Profitability Expansion / 2024-08-01

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – iM Securities | Automotive & Industrial Mix · MLCC Utilization · Structural Transformation / 2024-08-01

[Research] Samsung Electro-Mechanics (009150) – iM Securities | Automotive & Industrial Mix · MLCC Utilization · Structural Transformation / 2024-08-01

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – SK Securities | MLCC Utilization · Supply Tightness · Margin Expansion / 2024-08-01

[Research] Samsung Electro-Mechanics (009150) – SK Securities | MLCC Utilization · Supply Tightness · Margin Expansion / 2024-08-01

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Mirae Asset Securities | MLCC Fab Utilization Surge · Operational Leverage · AI Growth / 2024-08-01

[Research] Samsung Electro-Mechanics (009150) – Mirae Asset Securities | MLCC Fab Utilization Surge · Operational Leverage · AI Growth / 2024-08-01

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Daishin Securities | High-Value MLCC & FC-BGA · AI Server Expansion · High-Growth Earnings / 2024-08-01

[Research] Samsung Electro-Mechanics (009150) – Daishin Securities | High-Value MLCC & FC-BGA · AI Server Expansion · High-Growth Earnings / 2024-08-01

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Hana Securities | AI Beneficiary Expansion · Server FCBGA Ramp · High-Quality Earnings / 2024-08-01

[Research] Samsung Electro-Mechanics (009150) – Hana Securities | AI Beneficiary Expansion · Server FCBGA Ramp · High-Quality Earnings / 2024-08-01

RESEARCH
[Research] SK hynix (000660 / SKHY) – SK Securities | Rising HBM Contribution · Price-Driven Cycle · Oversold Valuation / 2024-07-29

[Research] SK hynix (000660 / SKHY) – SK Securities | Rising HBM Contribution · Price-Driven Cycle · Oversold Valuation / 2024-07-29

RESEARCH

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