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標普:印度、印尼、馬來西亞和中國臺灣的消費增長尤爲強勁;與此同時,澳大利亞、新加坡和泰國等經濟體的投資勢頭較爲突出。
2026-09-23
標普:印度、印尼、馬來西亞和中國臺灣的消費增長尤爲強勁;與此同時,澳大利亞、新加坡和泰國等經濟體的投資勢頭較爲突出。
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2026-09-22
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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 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 trim
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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