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Category: Semiconductors

[Research] SK hynix (000660 / SKHY) – Eugene Investment | Server Memory Demand · LTA · HBM Leadership / 2026-05-04

[Research] SK hynix (000660 / SKHY) – Eugene Investment | Server Memory Demand · LTA · HBM Leadership / 2026-05-04

RESEARCH
[Research] SK hynix (000660 / SKHY) – Mirae Asset | Hyperscaler Capex · Custom HBM · Inference Memory Demand / 2026-05-04

[Research] SK hynix (000660 / SKHY) – Mirae Asset | Hyperscaler Capex · Custom HBM · Inference Memory Demand / 2026-05-04

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Daishin Securities | 2Q26 Earnings Upside · AI FC-BGA Expansion · MLCC Book-to-Bill / 2026-05-01

[Research] Samsung Electro-Mechanics (009150) – Daishin Securities | 2Q26 Earnings Upside · AI FC-BGA Expansion · MLCC Book-to-Bill / 2026-05-01

RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Hana Securities | Silicon Capacitor LTA · 800VDC Infrastructure · 2027 Operating Profit 3T / 2026-05-21

[Research] Samsung Electro-Mechanics (009150) – Hana Securities | Silicon Capacitor LTA · 800VDC Infrastructure · 2027 Operating Profit 3T / 2026-05-21

Semiconductors
[Research] SK hynix (000660 / SKHY) – Mirae Asset | Agentic AI · Server CPU · LPDDR / 2026-04-28

[Research] SK hynix (000660 / SKHY) – Mirae Asset | Agentic AI · Server CPU · LPDDR / 2026-04-28

RESEARCH
[Research] SK hynix (000660 / SKHY) – IBK Securities | AI Servers · Full-Stack Memory · NAND Demand / 2026-04-24

[Research] SK hynix (000660 / SKHY) – IBK Securities | AI Servers · Full-Stack Memory · NAND Demand / 2026-04-24

RESEARCH
[Research] SK hynix (000660 / SKHY) – iM Securities | DRAM Pricing · ADR Listing · Multiple Recovery / 2026-04-24

[Research] SK hynix (000660 / SKHY) – iM Securities | DRAM Pricing · ADR Listing · Multiple Recovery / 2026-04-24

RESEARCH
[Research] SK hynix (000660 / SKHY) – Shinhan | Supply Constraints · Memory Pricing · LTA / 2026-04-24

[Research] SK hynix (000660 / SKHY) – Shinhan | Supply Constraints · Memory Pricing · LTA / 2026-04-24

RESEARCH
[Research] SK hynix (000660 / SKHY) – Daishin | Supply Constraints · Multi-Year LTA · Shareholder Returns / 2026-04-24

[Research] SK hynix (000660 / SKHY) – Daishin | Supply Constraints · Multi-Year LTA · Shareholder Returns / 2026-04-24

RESEARCH
[Research] SK hynix (000660 / SKHY) – Hanwha | LTA · HBM · Earnings Sustainability / 2026-04-24

[Research] SK hynix (000660 / SKHY) – Hanwha | LTA · HBM · Earnings Sustainability / 2026-04-24

RESEARCH

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