Category: Semiconductors

Market: KOSPI (000660) Brokerage : Mirae Asset Securities Analyst : Younggun Kim Investment Rating : BUY (Maintain) Target Price : KRW 2,800,000 (Maintain) Core Momentum : Persistent DRAM supply tightness and HBM-led ASP increases are expected to sustain earnings growth, while improving AI infrastructure financing conditions support further valuation re-rating. 📊 1. [Valuation & Key…

Read More “[Research] SK hynix (000660 / SKHY) – Mirae Asset | DRAM Supply-Demand · AI Infrastructure Finance · Valuation Re-rating / 2026-08-14” »

Brokerage : Hana Securities Analyst : Kim Min-kyung Investment Rating : BUY (Maintained) Target Price : KRW 3,000,000 (Maintained) Core Momentum : Structural earnings leverage driven by pricing gains and high-end product mix improvements across MLCC and FCBGA segments amid tight supply constraints and robust AI server demand 📊 1. [Valuation & Key Financial Metrics]…

Read More “[Research] Samsung Electro-Mechanics (009150) – Hana Securities | AI Demand · Supply Tightness · Margin Expansion / 2026-08-11” »

Brokerage : Yuanta Securities Analyst : Sunyoung Kou (Research Assistant: Seokmin Lim) Investment Rating : BUY (Maintained) Target Price : KRW 2,300,000 (Maintained) Core Momentum : Simultaneous expansion of price (P) and volume (Q) driven by spreading MLCC channel price hikes and customer-prepayment-backed server substrate capacity expansions 📊 1. [Valuation & Key Financial Metrics] 🚀…

Read More “[Research] Samsung Electro-Mechanics (009150) – Yuanta Securities | MLCC Price Cycle · Customer Prepayments · Server Demand / 2026-08-11” »

Market: KOSPI (000660) Brokerage : Mirae Asset Securities Analyst : Younggun Kim Investment Rating : BUY (Maintain) Target Price : KRW 2,800,000 (Maintain) Core Momentum : Solidigm stake monetization and strong FCF generation are expected to expand available capital resources for shareholder returns, supporting valuation appeal following the sharp share-price correction. 📊 1. [Valuation &…

Read More “[Research] SK hynix (000660 / SKHY) – Mirae Asset | Solidigm Monetization · Shareholder Returns · Valuation Appeal / 2026-08-11” »

Market: KOSPI (000660) Brokerage : SK Securities Analyst : Donghee Han Investment Rating : BUY (Maintain) Target Price : KRW 4,000,000 (Maintain) Core Momentum : LTAs are expected to strengthen earnings visibility and sustainability, while KIOXIA SPC1 stake-sale proceeds and ADR-related capital inflows accelerate net cash accumulation and support expanded shareholder returns. 📊 1. [Valuation…

Read More “[Research] SK hynix (000660 / SKHY) – SK Securities | LTA · Earnings Visibility · Shareholder Returns / 2026-08-03” »

Brokerage : Mirae Asset Securities Analyst : Junseo Park (park.junseo@miraeasset.com) Investment Rating : BUY (Maintained) Target Price : KRW 2,800,000 (Maintained) Core Momentum : Structural earnings upward cycle driven by simultaneous increases in price (P) and volume (Q) amid AI MLCC supply tightness alongside FC-BGA margin expansion for server applications 📊 1. [Valuation & Key…

Read More “[Research] Samsung Electro-Mechanics (009150) – Mirae Asset Securities | AI MLCC Shortage · FC-BGA Margin Expansion · Earnings Direction / 2026-07-31” »

Brokerage : DS Investment & Securities Analyst : Daehyung Cho (dh.cho@ds-sec.co.kr) Investment Rating : BUY (Maintained) Target Price : KRW 1,600,000 (Raised) Core Momentum : Structural upward revisions in earnings forecasts and extended cycle visibility driven by MLCC price leverage, capacity cannibalization, and new Big Tech FC-BGA order expansion 📊 1. [Valuation & Key Financial…

Read More “[Research] Samsung Electro-Mechanics (009150) – DS Investment & Securities | MLCC Price Leverage · Capacity Cannibalization · Earnings Upward Revisions / 2026-07-31” »

Brokerage : Kyobo Securities Analyst : Boyoung Choi (20190031@iprovest.com) Investment Rating : Buy (Maintained) Target Price : KRW 3,000,000 (Maintained) Core Momentum : Structural margin expansion and mid-to-long-term growth visibility driven by expanded mix of AI server and automotive high-value MLCCs alongside large-area, multi-layer FC-BGAs 📊 1. [Valuation & Key Financial Metrics] 🚀 2. [Market…

Read More “[Research] Samsung Electro-Mechanics (009150) – Kyobo Securities | AI Server Demand · High-Value Mix · Structural Profitability / 2026-07-31” »

Brokerage : Hana Securities Analyst : Kim Min-kyung (minkyung.kim@hanafn.com) Investment Rating : BUY (Maintained) Target Price : KRW 3,000,000 (Maintained) Core Momentum : Full-scale price up-cycle driven by structural supply deficits in AI server high-capacitance MLCCs alongside full capacity utilization in FCBGA 📊 1. [Valuation & Key Financial Metrics] 🚀 2. [Market Opportunities & Business…

Read More “[Research] Samsung Electro-Mechanics (009150) – Hana Securities | AI MLCC Shortage · Price Cycle · High-End Margin / 2026-07-31” »

Brokerage : Yuanta Securities Analyst : Sunyoung Kou (Research Assistant: Seokmin Lim) Investment Rating : BUY (Maintained) Target Price : KRW 2,300,000 (Lowered) Core Momentum : Solid earnings growth driven by AI server LTA executions, broadening MLCC channel price hikes, and expanding FC-BGA operating margins 📊 1. [Valuation & Key Financial Metrics] 🚀 2. [Market…

Read More “[Research] Samsung Electro-Mechanics (009150) – Yuanta Securities | MLCC Price Hikes · Server Product Mix · Target Price Revision / 2026-07-31” »