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Daiwa Securities analyst SK Kim says Samsung Electro-Mechanics’ revenue growth is likely to be driven by demand for multi-layer ceramic capacitors (MLCCs) used in AI data servers. The company has signed multi-year supply contracts with several large

2026-09-23

Daiwa Securities analyst SK Kim says Samsung Electro-Mechanics’ revenue growth is likely to be driven by demand for multi-layer ceramic capacitors (MLCCs) used in AI data servers. The company has signed multi-year supply contracts with several large tech customers for delivery starting next year. Daiwa expects AI servers to account for 40% of the company’s MLCC revenue by 2027 and notes AI servers use about 30% more MLCCs than previous-generation data servers. Daiwa retains a Buy rating but trims its PT from 3.3 mln won to 3.0 mln won to reflect lower peer P/E multiples.

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2026-09-22

At a Shanghai conference on Sept. 22 on boosting high‑quality development of the nuclear sector and strengthening nuclear safety, China Shipbuilding Power Group unveiled the domestically developed "Hechai‑1" 6 MW‑class nuclear emergency diesel genera

At a Shanghai conference on Sept. 22 on boosting high‑quality development of the nuclear sector and strengthening nuclear safety, China Shipbuilding Power Group unveiled the domestically developed "Hechai‑1" 6 MW‑class nuclear emergency diesel generator set and opened the CSSC Hudong Heavy Machinery Nuclear Power Service Center. The group said the rollout signifies China has fully mastered autonomous design, R&D and manufacturing core technologies for this class of units, addressing a prior gap in domestic high‑power emergency power equipment for nuclear plants.
2026-09-22

U.S. Treasury Deputy Secretary Brooke said the market "absorbed the larger-scale Treasury bond sale quite well."

U.S. Treasury Deputy Secretary Brooke said the market "absorbed the larger-scale Treasury bond sale quite well."
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