Samsung Electro-Mechanics (009150 KS/Buy)Expanding the AI Customer Roster
Expanding the AI customer rosterBroadening AI customer base; contract wins outpace estimates We maintain our target price of W2,800,000 for Samsung...
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Samsung Electro-Mechanics (009150 KS)Disclosed Substrate Investment Is Only the Beginning
Including infrastructure and land costs in Vietnam—which were excluded from the disclosure—as well as additional capacity in Busan...
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Mirae Asset PlaybookOctober 2026
Strong AI demand remains the key driver supporting global equities. US hyperscalers continue to commit substantial capex despite rising interest...
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Samsung Electro-Mechanics (009150 KS/Buy)Prices to Continue Rising
The increase reflects a 30% across-the-board price hike for MLCCs sold through distribution channels (effective Aug. 1), which should be partially...
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Primer: Samsung Electro Mechanics Co, Ltd. (009150 KS) - Aug 2026
Samsung Electro-Mechanics (SEMCO) is strategically positioned to capitalize on the growth in Artificial Intelligence (AI) and electric vehicles...
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