Category: Semiconductors
[Research] Samsung Electro-Mechanics (009150) – Kyobo Securities | AI MLCC & FC-BGA · Glass Substrate Entry · Earnings Recovery / 2024-04-12
[Research] Samsung Electro-Mechanics (009150) – Mirae Asset Securities | AI & Automotive MLCC · Utilization Recovery · Global Export Momentum / 2024-04-02
[Research] SK hynix (000660 / SKHY) – Daishin Securities | HBM Leadership · Product Mix Improvement · Earnings Turnaround / 2024-04-01
[Research] SK hynix (000660 / SKHY) – Shinhan Securities | HBM Leadership · ASP Acceleration · Earnings Re-rating / 2024-03-27
[Research] SK hynix (000660 / SKHY) – Hanwha Investment & Securities | HBM3E Expansion · ASP Growth · Operating Profit Upward / 2024-03-22
[Research] Samsung Electro-Mechanics (009150) – iM Hi Investment | Generative AI · MLCC Content Growth · Utilization Recovery / 2024-03-19