Category: Semiconductors
[Research] SK hynix (000660 / SKHY) – Hanwha Investment & Securities | HBM Monopoly Advantage · TSMC Collaboration · Target Price Raised / 2024-06-19
[Research] Samsung Electro-Mechanics (009150) – SK Securities | AI Device Penetration · Automotive & Server Mix · Earnings Rebound / 2024-06-05
[Research] Samsung Electro-Mechanics (009150) – Eugene Investment & Securities | AI & Automotive Mix · Substrate Replacement Cycle · Earnings Recovery / 2024-05-31
[Research] Samsung Electro-Mechanics (009150) – Daishin Securities | AI Server Substrate · Automotive & Industrial MLCC · Portfolio Transformation / 2024-05-22
[Research] Samsung Electro-Mechanics (009150) – IBK Securities | Faster Rebound · Non-IT MLCC · Substrate Recovery / 2024-04-30
[Research] Samsung Electro-Mechanics (009150) – Kiwoom Securities | MLCC Profitability · AI Server Demand · Substrate Momentum / 2024-04-30