Category: Semiconductors
[Research] Samsung Electro-Mechanics (009150/KS) – SK Securities | On-Device AI · High-End MLCC · Revenue Mix Transition / 2024-03-14
[Research] SK hynix (000660 / SKHY) – SK Securities | HBM Dominance · MR-MUF Productivity · Earnings Revision / 2024-03-14
[Research] Samsung Electro-Mechanics (009150) – IBK Securities | Component Recovery · Non-IT Expansion · Quarterly Earnings Trajectory / 2024-02-27
[Research] SK hynix (000660 / SKHY) – Eugene Investment & Securities | HBM Supply Dominance · Earnings Revision · Valuation Re-rating / 2024-02-26
[Research] Samsung Electro-Mechanics (009150) – iM Hi Investment | Demand Visibility · 2H24 Rebound Catalysts · AI & Automotive Mix / 2024-02-13
[Research] Samsung Electro-Mechanics (009150) – IBK Securities | 4Q23 Seasonality · 1Q24 Inflection · Non-IT Portfolio Growth / 2024-02-01