Category: Semiconductors
[Research] Samsung Electro-Mechanics (009150) – IBK Securities | Non-IT MLCC · Substrate Growth · Earnings Momentum / 2024-08-01
[Research] Samsung Electro-Mechanics (009150) – Shinhan Securities | AI Device Demand · High-Value Mix · Valuation Re-rating / 2024-08-01
[Research] Samsung Electro-Mechanics (009150) – Kiwoom Securities | AI Server Demand · Substrate Recovery · Profitability Expansion / 2024-08-01
[Research] Samsung Electro-Mechanics (009150) – iM Securities | Automotive & Industrial Mix · MLCC Utilization · Structural Transformation / 2024-08-01
[Research] Samsung Electro-Mechanics (009150) – SK Securities | MLCC Utilization · Supply Tightness · Margin Expansion / 2024-08-01
[Research] Samsung Electro-Mechanics (009150) – Mirae Asset Securities | MLCC Fab Utilization Surge · Operational Leverage · AI Growth / 2024-08-01