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Category: Semiconductors

[Research] Samsung Electro-Mechanics (009150) – Yuanta Securities | Dual Up-cycle · Large-Scale CapEx · Target Price Upgrade / 2026-07-08

[Research] Samsung Electro-Mechanics (009150) – Yuanta Securities | Dual Up-cycle · Large-Scale CapEx · Target Price Upgrade / 2026-07-08

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Daishin Securities | Supply Shortage · High-End Mix · Earnings Upward Revisions / 2026-07-07

[Research] Samsung Electro-Mechanics (009150) – Daishin Securities | Supply Shortage · High-End Mix · Earnings Upward Revisions / 2026-07-07

RESEARCH
[Research] SK hynix (000660 / SKHY) – Daishin | ADR Listing · HBM4 · Valuation Re-rating / 2026-07-07

[Research] SK hynix (000660 / SKHY) – Daishin | ADR Listing · HBM4 · Valuation Re-rating / 2026-07-07

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Mirae Asset Securities | Capacity Cannibalization · 1-Year LTA · Pricing Power / 2026-07-06

[Research] Samsung Electro-Mechanics (009150) – Mirae Asset Securities | Capacity Cannibalization · 1-Year LTA · Pricing Power / 2026-07-06

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Kyobo Securities | AI MLCC Shortage · FCBGA ASP Increase · Earnings Upward Revision / 2026-07-06

[Research] Samsung Electro-Mechanics (009150) – Kyobo Securities | AI MLCC Shortage · FCBGA ASP Increase · Earnings Upward Revision / 2026-07-06

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Shinhan Securities | High-Value Order Expansion · Valuation Re-rating · Capacity Utilization / 2026-07-02

[Research] Samsung Electro-Mechanics (009150) – Shinhan Securities | High-Value Order Expansion · Valuation Re-rating · Capacity Utilization / 2026-07-02

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – iM Securities | LTA Transition · Specialty MLCC · Valuation Re-rating / 2026-07-01

[Research] Samsung Electro-Mechanics (009150) – iM Securities | LTA Transition · Specialty MLCC · Valuation Re-rating / 2026-07-01

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Hana Securities | AI MLCC Shortage · FCBGA Pricing Power · Valuation Premium / 2026-07-01

[Research] Samsung Electro-Mechanics (009150) – Hana Securities | AI MLCC Shortage · FCBGA Pricing Power · Valuation Premium / 2026-07-01

RESEARCH
[Research] SK hynix (000660 / SKHY) – Kyobo | Agentic AI · HBM Market Share · Earnings Growth / 2026-07-01

[Research] SK hynix (000660 / SKHY) – Kyobo | Agentic AI · HBM Market Share · Earnings Growth / 2026-07-01

RESEARCH
[Research] SK hynix (000660 / SKHY) – Shinhan | ADR Listing · HBM Pricing · Valuation Re-rating / 2026-06-30

[Research] SK hynix (000660 / SKHY) – Shinhan | ADR Listing · HBM Pricing · Valuation Re-rating / 2026-06-30

RESEARCH

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