Category: Semiconductors
[Research] Samsung Electro-Mechanics (009150) – Daishin Securities | Supply Shortage · High-End Mix · Earnings Upward Revisions / 2026-07-07
[Research] SK hynix (000660 / SKHY) – Daishin | ADR Listing · HBM4 · Valuation Re-rating / 2026-07-07
[Research] Samsung Electro-Mechanics (009150) – Mirae Asset Securities | Capacity Cannibalization · 1-Year LTA · Pricing Power / 2026-07-06
[Research] Samsung Electro-Mechanics (009150) – Kyobo Securities | AI MLCC Shortage · FCBGA ASP Increase · Earnings Upward Revision / 2026-07-06
[Research] Samsung Electro-Mechanics (009150) – Shinhan Securities | High-Value Order Expansion · Valuation Re-rating · Capacity Utilization / 2026-07-02
[Research] Samsung Electro-Mechanics (009150) – iM Securities | LTA Transition · Specialty MLCC · Valuation Re-rating / 2026-07-01