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Category: Semiconductors

[Research] SK hynix (000660 / SKHY) – Mirae Asset | Server CPU Demand · HBM Diversification · HBM4 / 2026-05-07

[Research] SK hynix (000660 / SKHY) – Mirae Asset | Server CPU Demand · HBM Diversification · HBM4 / 2026-05-07

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Mirae Asset Securities | FC-BGA CAPEX Expansion · Price Hikes · 2028F Forward Valuation / 2026-05-06

[Research] Samsung Electro-Mechanics (009150) – Mirae Asset Securities | FC-BGA CAPEX Expansion · Price Hikes · 2028F Forward Valuation / 2026-05-06

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – iM Securities | LTA · AI Server · Business Model Shift / 2026-05-04

[Research] Samsung Electro-Mechanics (009150) – iM Securities | LTA · AI Server · Business Model Shift / 2026-05-04

RESEARCH
[Research] Samsung Electro-Mechanics (009150/KS) – SK Securities | Price Cycle · Multi-Product Expansion · Valuation Re-rating / 2026-05-04

[Research] Samsung Electro-Mechanics (009150/KS) – SK Securities | Price Cycle · Multi-Product Expansion · Valuation Re-rating / 2026-05-04

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – IBK Securities | CapEx Projection · Non-IT MLCC · FC-BGA / 2026-05-04

[Research] Samsung Electro-Mechanics (009150) – IBK Securities | CapEx Projection · Non-IT MLCC · FC-BGA / 2026-05-04

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Shinhan Securities | AI MLCC · FC-BGA · ASP Increase / 2026-05-04

[Research] Samsung Electro-Mechanics (009150) – Shinhan Securities | AI MLCC · FC-BGA · ASP Increase / 2026-05-04

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Eugene Investment & Securities | AI MLCC · FC-BGA · Product Mix Improvement / 2026-05-04

[Research] Samsung Electro-Mechanics (009150) – Eugene Investment & Securities | AI MLCC · FC-BGA · Product Mix Improvement / 2026-05-04

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Yuanta Securities | Dual Growth Engines · 2Q26 OPM Ramp-up · Substrate CapEx Doubling / 2026-05-04

[Research] Samsung Electro-Mechanics (009150) – Yuanta Securities | Dual Growth Engines · 2Q26 OPM Ramp-up · Substrate CapEx Doubling / 2026-05-04

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Hana Securities | MLCC & FCBGA Shortage · LTA Expansion · 2027 Peer Multiple / 2026-05-04

[Research] Samsung Electro-Mechanics (009150) – Hana Securities | MLCC & FCBGA Shortage · LTA Expansion · 2027 Peer Multiple / 2026-05-04

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – DS Investment & Securities | Price Hikes Ahead · Shortage Cycle · 2027F Peer Multiple / 2026-05-04

[Research] Samsung Electro-Mechanics (009150) – DS Investment & Securities | Price Hikes Ahead · Shortage Cycle · 2027F Peer Multiple / 2026-05-04

RESEARCH

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