Category: Semiconductors

Brokerage : Shinhan Securities Analyst : Kangho Oh (R.A Jibeom Seo) Investment Rating : BUY (Maintained) Target Price : KRW 2,000,000 (Raised) Core Momentum : Structural multi-year earnings expansion and valuation re-rating driven by a KRW 1.6 Trillion silicon capacitor contract win, robust ASP growth, and shifting valuation base to 2028(E) 📊 1. [Valuation &…

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

Brokerage : Hana Securities Analyst : Kim Min-kyung (minkyung.kim@hanafn.com) Investment Rating : BUY (Maintained) Target Price : KRW 1,700,000 (Raised) Core Momentum : Long-term earnings expansion to over KRW 3 Trillion operating profit in 2027 driven by a KRW 1.6 Trillion silicon capacitor supply contract and industry-wide capacity cannibalization from 800VDC infrastructure adoption 📊 1….

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

Brokerage : iM Securities Analyst : Eui-young Ko (IT RA: Jeongha Park) Investment Rating : Buy (Maintained) Target Price : KRW 1,400,000 (Raised) Core Momentum : Structural business transformation toward long-term fixed LTAs, high-ROIC fabless commercialization via a KRW 1.557 Trillion silicon capacitor contract, and SOTP-based target market cap expansion toward KRW 104 Trillion 📊…

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

Brokerage : Shinhan Investment Corp. Market: KOSPI (000660) Analyst : Hyung-tae Kim / RA: Hye-su Song Investment Rating : BUY (Maintained) Target Price : KRW 3,800,000 (Upgraded) Core Momentum : Persistent supply-demand imbalances and expanding memory applications are expected to prolong price increases across DRAM and NAND, driving accelerated second-half earnings growth and sustaining industry-leading…

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

Market: KOSPI (000660) Brokerage : Mirae Asset Securities Analyst : Younggun Kim Investment Rating : BUY (Maintained) Target Price : KRW 3,200,000 (Upgraded) Core Momentum : Surging enterprise SSD demand from AI data centers and stronger NAND pricing are expected to drive rapid NAND profitability expansion, supporting higher earnings forecasts and structurally stronger ROE. 📊…

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

Market: KOSPI (000660) Brokerage : Hyundai Motor Securities Analyst : Geun-chang Noh / RA : Ki-woong Ahn Investment Rating : BUY Target Price : KRW 2,650,000 (Upgraded) Core Momentum : Expanding Agentic AI adoption is expected to intensify CPU and memory demand, while the transition toward Edge and Physical AI broadens demand sources and could…

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

Brokerage : Kyobo Securities Analyst : Boyoung Choi (20190031@iprovest.com) Investment Rating : Buy (Maintained) Target Price : KRW 1,200,000 (Raised) Core Momentum : Unprecedented monthly cycle tightening across MLCC and FC-BGA, 5-year volume negotiations extending to 2032, and turnkey leadership in next-gen packaging (VPD, embedding, silicon capacitors) 📊 1. [Valuation & Key Financial Metrics] 🚀…

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

Market: KOSPI (000660) Brokerage : Mirae Asset Securities Analyst : Younggun Kim Investment Rating : BUY (Maintained) Target Price : KRW 2,700,000 (Maintained) Core Momentum : Expanding order backlogs from big tech and AI cloud providers are expected to translate into sustained memory demand, while growing LTAs strengthen earnings visibility and support structurally higher ROE….

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

Market: KOSPI (000660) Brokerage : Kiwoom Securities Analyst : Park Yu-ak Investment Rating : Outperform (Downgrade) Target Price : KRW 1,900,000 (Upgraded) Core Momentum : Severe supply constraints are driving sharp price increases across commodity DRAM and NAND, supporting a surge in Q2 operating profit above market expectations, although weaker PC and smartphone demand could…

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

Market: KOSPI (000660) Brokerage : Mirae Asset Securities Analyst : Younggun Kim Investment Rating : BUY (Maintained) Target Price : KRW 2,700,000 (Upgraded) Core Momentum : Accelerating server CPU demand from the shift toward inference and agentic AI is expected to expand conventional DRAM demand, while HBM customer diversification and second-half HBM4 shipments support sustained…

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