Category: Semiconductors
[Research] Samsung Electro-Mechanics (009150) – Daishin Securities | On-Device MLCC Growth · P & Q Expansion · Valuation Multiple Expansion / 2024-04-30
[Research] Samsung Electro-Mechanics (009150) – Hana Securities | Product Mix Expansion · AI Server MLCC · FC-BGA Demand / 2024-04-30
[Research] Samsung Electro-Mechanics (009150) – Kyobo Securities | High-Value Mix · Utilization Recovery · Glass Substrate / 2024-04-30
[Research] Samsung Electro-Mechanics (009150) – DS Investment & Securities | AI Proliferation · High-Value Mix · Earnings Recovery / 2024-04-30
[Research] SK hynix (000660 / SKHY) – Kiwoom Securities | HBM Competition Intensification Risks · AI Peak-out Sentiment · Target Price Trimmed / 2024-04-26
[Research] SK hynix (000660 / SKHY) – Yuanta Securities | Customized Memory Moat · NAND Turnaround · Target Price Upgraded / 2024-04-26