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Category: Semiconductors

[Research] Samsung Electro-Mechanics (009150) – iM Hi Investment | Generative AI · MLCC Content Growth · Utilization Recovery / 2024-03-19

[Research] Samsung Electro-Mechanics (009150) – iM Hi Investment | Generative AI · MLCC Content Growth · Utilization Recovery / 2024-03-19

RESEARCH
[Research] Samsung Electro-Mechanics (009150/KS) – SK Securities | On-Device AI · High-End MLCC · Revenue Mix Transition / 2024-03-14

[Research] Samsung Electro-Mechanics (009150/KS) – SK Securities | On-Device AI · High-End MLCC · Revenue Mix Transition / 2024-03-14

RESEARCH
[Research] SK hynix (000660 / SKHY) – SK Securities | HBM Dominance · MR-MUF Productivity · Earnings Revision / 2024-03-14

[Research] SK hynix (000660 / SKHY) – SK Securities | HBM Dominance · MR-MUF Productivity · Earnings Revision / 2024-03-14

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – IBK Securities | Component Recovery · Non-IT Expansion · Quarterly Earnings Trajectory / 2024-02-27

[Research] Samsung Electro-Mechanics (009150) – IBK Securities | Component Recovery · Non-IT Expansion · Quarterly Earnings Trajectory / 2024-02-27

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

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