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Category: Semiconductors

[Research] SK hynix (000660 / SKHY) – Eugene Investment & Securities | HBM Supply Dominance · Earnings Revision · Valuation Re-rating / 2024-02-26

[Research] SK hynix (000660 / SKHY) – Eugene Investment & Securities | HBM Supply Dominance · Earnings Revision · Valuation Re-rating / 2024-02-26

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – iM Hi Investment | Demand Visibility · 2H24 Rebound Catalysts · AI & Automotive Mix / 2024-02-13

[Research] Samsung Electro-Mechanics (009150) – iM Hi Investment | Demand Visibility · 2H24 Rebound Catalysts · AI & Automotive Mix / 2024-02-13

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – IBK Securities | 4Q23 Seasonality · 1Q24 Inflection · Non-IT Portfolio Growth / 2024-02-01

[Research] Samsung Electro-Mechanics (009150) – IBK Securities | 4Q23 Seasonality · 1Q24 Inflection · Non-IT Portfolio Growth / 2024-02-01

Semiconductors
[Research] Samsung Electro-Mechanics (009150) – iM Hi Investment | AI & Automotive Growth · MLCC Long-Term Mean Reversion · Customer Inventory Dynamics / 2024-02-01

[Research] Samsung Electro-Mechanics (009150) – iM Hi Investment | AI & Automotive Growth · MLCC Long-Term Mean Reversion · Customer Inventory Dynamics / 2024-02-01

RESEARCH
[Research] Samsung Electro-Mechanics (009150/KS) – SK Securities | Inventory Normalization · High-End MLCC · Mid-to-Long Term Recovery / 2024-02-01

[Research] Samsung Electro-Mechanics (009150/KS) – SK Securities | Inventory Normalization · High-End MLCC · Mid-to-Long Term Recovery / 2024-02-01

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Daishin Securities | Flagship Launch Effect · MLCC Utilization Recovery · AI & Mobility Demand / 2024-02-01

[Research] Samsung Electro-Mechanics (009150) – Daishin Securities | Flagship Launch Effect · MLCC Utilization Recovery · AI & Mobility Demand / 2024-02-01

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Hana Securities | 4Q23 Earnings Review · 1Q24 Rebound · Customer Diversification / 2024-02-01

[Research] Samsung Electro-Mechanics (009150) – Hana Securities | 4Q23 Earnings Review · 1Q24 Rebound · Customer Diversification / 2024-02-01

RESEARCH
[Research] SK hynix (000660 / SKHY) – Hyundai Motor Securities | Near Memory Expansion · Memory Price Rally · Profitability Turnaround / 2024-01-26

[Research] SK hynix (000660 / SKHY) – Hyundai Motor Securities | Near Memory Expansion · Memory Price Rally · Profitability Turnaround / 2024-01-26

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – iM Hi Investment | Chinese Mobile Rebound · PC Restocking Potential · On-Device AI Spec Upgrades / 2024-01-05

[Research] Samsung Electro-Mechanics (009150) – iM Hi Investment | Chinese Mobile Rebound · PC Restocking Potential · On-Device AI Spec Upgrades / 2024-01-05

RESEARCH

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