Category: Semiconductors
[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
[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/KS) – SK Securities | Inventory Normalization · High-End MLCC · Mid-to-Long Term Recovery / 2024-02-01