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Category: Semiconductors

[Research] Samsung Electro-Mechanics (009150) – Shinhan Securities | Silicon Capacitor · ASP Expansion · Valuation Re-rating / 2026-05-26

[Research] Samsung Electro-Mechanics (009150) – Shinhan Securities | Silicon Capacitor · ASP Expansion · Valuation Re-rating / 2026-05-26

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – SK Securities | Global Tier-1 Multiples · Passive-Substrate Synergy · Embedded & Si-Cap / 2026-05-26

[Research] Samsung Electro-Mechanics (009150) – SK Securities | Global Tier-1 Multiples · Passive-Substrate Synergy · Embedded & Si-Cap / 2026-05-26

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – iM Securities | Silicon Capacitor LTA · Fabless Model · SOTP Re-rating / 2026-05-21

[Research] Samsung Electro-Mechanics (009150) – iM Securities | Silicon Capacitor LTA · Fabless Model · SOTP Re-rating / 2026-05-21

Semiconductors
[Research] Samsung Electro-Mechanics (009150) – iM Securities | Silicon Capacitor LTA · Fabless Model · SOTP Re-rating / 2026-05-21

[Research] Samsung Electro-Mechanics (009150) – iM Securities | Silicon Capacitor LTA · Fabless Model · SOTP Re-rating / 2026-05-21

RESEARCH
[Research] SK hynix (000660 / SKHY) – Shinhan | Supply Constraints · Memory Pricing · Earnings Growth / 2026-05-21

[Research] SK hynix (000660 / SKHY) – Shinhan | Supply Constraints · Memory Pricing · Earnings Growth / 2026-05-21

RESEARCH
[Research] SK hynix (000660 / SKHY) – Mirae Asset | Enterprise SSD · NAND Pricing · Profitability / 2026-05-18

[Research] SK hynix (000660 / SKHY) – Mirae Asset | Enterprise SSD · NAND Pricing · Profitability / 2026-05-18

RESEARCH
[Research] SK hynix (000660 / SKHY) – Hyundai Motor | Agentic AI · Memory Demand · Cycle Stability / 2026-05-13

[Research] SK hynix (000660 / SKHY) – Hyundai Motor | Agentic AI · Memory Demand · Cycle Stability / 2026-05-13

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Kyobo Securities | Monthly Cycle Tightening · 5-Year LTA · VPD & Embedded / 2026-05-11

[Research] Samsung Electro-Mechanics (009150) – Kyobo Securities | Monthly Cycle Tightening · 5-Year LTA · VPD & Embedded / 2026-05-11

RESEARCH
[Research] SK hynix (000660 / SKHY) – Kiwoom | Commodity Memory Pricing · Supply Constraints · Earnings Surge / 2026-05-11

[Research] SK hynix (000660 / SKHY) – Kiwoom | Commodity Memory Pricing · Supply Constraints · Earnings Surge / 2026-05-11

RESEARCH
[Research] SK hynix (000660 / SKHY) – Mirae Asset | AI Data Center Backlogs · LTA · Earnings Visibility / 2026-05-11

[Research] SK hynix (000660 / SKHY) – Mirae Asset | AI Data Center Backlogs · LTA · Earnings Visibility / 2026-05-11

RESEARCH

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