Samsung Electro-Mechanics

94 atoms · 跨 30 天 · 首见 2026-04-15 · 最近 2026-07-07

三色: 🟦 fact 73 · 🟥 take 21 · stance ▲45/▼3/◆14

叙事状态: ⚔️ contested (分歧) · 📈 加速 · 策展近14d 6 atom · 🐦 X 近14d 19

状态只算低频策展源 (群/卖方); X firehose 仅作背景音量

来源: X 88 · News 6

时态: fresh:92 · aging:1 · stale:1

标签: 好数字:58 · 好信源:40 · 好观点:16 · 好思考:2

别名 (合并): Samsung Electro Mechanics · 삼성전기(SEMCO)

🟨 AI 综合 · junior analyst 概览

🧭 拥挤度 (一人一票): ▲ 6 位作者 (KOL6) vs ▼ 2 位作者 (KOL2)

⚖️ 多头 6/6 来自KOL

💢 核心分歧 (2 轴)

1. 玻璃基板 2027 年量产能准时吗

*topic: 供给产能/技术路线/合作客户 · 6 bull vs 1 bear*

🟢 bullish 侧:

• <a id="atom-f65c82da14d8956b"></a>2026-04-27 X·@jukan05 ⭐ · MLCC 价格上调幅度 · 价格动态/供给产能
  Samsung Electro-Mechanics is pushing for a 5–10% price hike on MLCCs
  tags: 好数字·好信源 · → daily
  value: qty=5-10% · direction=up
• <a id="atom-64abf00cebad3599"></a>2026-05-03 X·@trendforce · 产能利用率 · 供给产能
  some production capacity has been redirected toward high-end MLCCs for AI applications, pushing overall utilization rates above 90%.
  tags: 好数字·好信源 · → daily
  value: qty=>90% · date=当前
• <a id="atom-8497bab60f206229"></a>2026-06-27 X·@jukan05 · 菲律宾工厂MLCC产能扩建 · 供给产能 +同日1条
  A plant expansion is also underway in the Philippines to increase MLCC capacity.
  tags: 好信源 · → daily
  value: status=underway
  📷 原图
• <a id="atom-47fba55e4fb0db6c"></a>2026-06-30 X·@semidoped · 扩大 AI 服务器基板产能 · 供给产能
  Samsung Electro-Mechanics expands AI server substrate capacity
  tags: 好信源 · → daily
• <a id="atom-0ca6b3187d3be00e"></a>2026-06-30 X·@DrNHJ · MLCC 가격 인상 사이클 전망 · 价格动态/供给产能
  MLCC 업계 전반의 가격 인상 사이클이 장기화될 것으로 전망
  tags: 好观点 · → daily

🔴 bearish 侧:

• <a id="atom-b10b8539affa7816"></a>2026-06-29 X·@labubu_trader · 供应商会议计划 · 供给产能
  Samsung Electro-Mechanics(009150) will hold a supplier meeting on July 3, where it is expected to announce production cuts for certain SKUs as capacity shifts toward server-grade products.
  tags: 好信源 · → daily
  value: date=July 3

2. 中国营收 40% 暴露 vs 客户分散化收益

*topic: 营收/合作客户/竞争格局 · 7 bull vs 1 bear*

🟢 bullish 侧:

• <a id="atom-b8229b671d7ebaee"></a>2026-05-20 X·@DrNHJ · 2027 Si Cap revenue forecast · 营收
  ‘27년 Si Cap 매출을 약 5,500억원으로 전망
  tags: 好数字 · → daily
  value: qty=5500억원 · date=2027
• <a id="atom-5578708cc8aa8d37"></a>2026-05-22 X·@DrNHJ · 대규모 계약 체결 · 合作客户/订单需求
  삼성전기(SEMCO)가 대규모 계약을 체결하며 시장 경쟁이 본격화
  tags: 好信源 · → daily
• <a id="atom-63978d7a75b9a2ab"></a>2026-05-24 X·@jukan05 · seen as holding edge in embedded substrates because produces MLCCs and package substrates, planning new Vietnam equipment investment · 竞争格局/供给产能
  Some market observers see Samsung Electro-Mechanics as holding an edge, given that it produces both MLCCs and package substrates and is reportedly planning new equipment investment at its Vietnam plant.
  tags: 好观点 · → daily
• <a id="atom-3e509c0a108dc988"></a>2026-06-22 X·@jukan05 · 客户群多元化受益 · 合作客户/竞争格局
  Samsung Electro Mechanics can also enjoy the benefit of diversifying its customer base accordingly
  tags: 好观点 · → daily
  📷 原图
• <a id="atom-283f2268fccaf06f"></a>2026-06-27 X·@jukan05 ⭐ · AI服务器MLCC供应合同金额 · 订单需求/合作客户
  The contract is estimated to be worth around 500 billion won (320 million dollars).
  tags: 好数字·好信源 · → daily
  value: qty=5억원 · currency=KRW
  📷 原图

🔴 bearish 侧:

• <a id="atom-6813cde2a3a6b2a8"></a>2026-06-15 X·@pstAsiatech · 中国营收占比 · 营收/地缘政治
  roughly 40% of Samsung Electro-Mechanics’ MLCC revenue derives from China
  tags: 好数字 · → daily
  value: qty=40%

🔗 因果传导 (causal map)

*Samsung Electro-Mechanics 在产业链上的传导关系. 边是群里/卖方陈述的因果 (非 AI 推断), 数字 = 几条 atom 支撑. 点 atom 溯源.*

↓ 下游·近期陈述 (2)

• 🟢 AI/auto MLCC production · 份额外溢 · 1 次陈述
  Major global players such as Murata and Samsung Electro Mechanics have recently scaled back production for consumer elec
• 🟢 MLCC · 供给挤压 · 1 次陈述
  Samsung Electro-Mechanics(009150) will hold a supplier meeting on July 3, where it is expected to announce production cu

📏 估计带 (1)

*语料内对同一量的估计区间 (≥2 个估计才成带). 不判断谁对, 只陈列.*

• 目标价 未标期限 ⚠混合口径: 280 · 2 个估计 · 最新 2026-06-25 280 (X·cred5)

📊 程序化变化 (近 7 天)

• 新增 2 atoms
• 本周新 topic: 产能/需求

🟦 客观事实 (facts) (30)

• <a id="atom-7545126e1f7b0a24"></a>🟦 2026-06-30 X·@DrNHJ ⭐ · MLCC 공급계약 체결 · 订单需求
  삼성전기는 6월 30일 약 4,500억원 규모의 MLCC 단일 판매·공급계약을 공시
  tags: 好数字·好信源 · → daily
  value: qty=약 4,500억원 · date=2026-06-30
• <a id="atom-283f2268fccaf06f"></a>🟦 2026-06-27 X·@jukan05 ⭐ · AI服务器MLCC供应合同金额 · 订单需求/合作客户
  The contract is estimated to be worth around 500 billion won (320 million dollars).
  tags: 好数字·好信源 · → daily
  value: qty=5억원 · currency=KRW
  📷 原图
• <a id="atom-0fab61561629bae6"></a>🟦 2026-06-13 X·@jukan05 ⭐ · secured supply contract with global Big Tech company · 订单需求/营收预测
  secured a supply contract worth 1.5 trillion won from a global Big Tech company—the largest single contract in Samsung Electro-Mechanics' history
  tags: 好数字·好信源 · → daily
  value: qty=1.5 trillion won · date=contract secured by 2026-06-14
  📷 原图
• <a id="atom-665747b4151dc982"></a>🟦 2026-05-20 X·@DrNHJ ⭐ · Si Cap order win value · 订单需求
  금일 공시된 1조 5,570억원 규모의 Si Cap 수주
  tags: 好数字·好信源 · → daily
  value: qty=15570억원 · date=2026-05-20
• <a id="atom-f65c82da14d8956b"></a>🟦 2026-04-27 X·@jukan05 ⭐ · MLCC 价格上调幅度 · 价格动态/供给产能
  Samsung Electro-Mechanics is pushing for a 5–10% price hike on MLCCs
  tags: 好数字·好信源 · → daily
  value: qty=5-10% · direction=up
• <a id="atom-fd9b9295184d3326"></a>🟦 2026-07-03 X·@aleabitoreddit · 玻璃基板商业化时间线 · 业绩指引/技术路线
  full scale commercialization targeted H2 2027
  tags: 好数字·好信源 · → daily
  value: date=H2 2027 · qty=H2 2027
  📷 原图
• <a id="atom-3a4e41432f06feca"></a>🟦 2026-07-03 X·@aleabitoreddit · 玻璃基板资本开支计划 · 资本开支/产能投资
  KRW 482.1B planned capital
  tags: 好数字·好信源 · → daily
  value: qty=KRW 482.1B
  📷 原图
• <a id="atom-366dd0d127bdd1b8"></a>🟦 2026-06-06 X·@beauty_oe · glass substrate mass production timeline · 供给产能/技术路线
  🇰🇷サムスン電機は2027年後半立ち上がり予定
  tags: 好数字·好信源 · → daily
  value: date=2027 H2
  📷 原图
• <a id="atom-f86063c30e5b996d"></a>🟦 2026-05-24 X·@NuttyCLD · 签硅电容供货合同 · 订单需求/供给产能
  Samsung Electro-Mechanics signed a ~$1.1 billion silicon capacitor supply contract with a U.S. big tech, running through end-2028
  tags: 好数字·好信源 · → daily
  value: qty=~$1.1 billion · date=2026-05-20
• <a id="atom-64abf00cebad3599"></a>🟦 2026-05-03 X·@trendforce · 产能利用率 · 供给产能
  some production capacity has been redirected toward high-end MLCCs for AI applications, pushing overall utilization rates above 90%.
  tags: 好数字·好信源 · → daily
  value: qty=>90% · date=当前
• <a id="atom-0a48506810237617"></a>🟦 2026-05-03 X·@trendforce · MLCC 价格上调 · 价格动态/订单需求
  Explosion in Demand for AI and Automotive MLCCs Spurs Samsung Electro-Mechanics to Pursue Price Hikes
  tags: 好数字·好信源 · → daily
• <a id="atom-f164ab004d4595ca"></a>🟦 2026-06-30 X·@DrNHJ · MLCC ASP 전망 · 价格动态
  AI향 매출 비중 확대를 반영해 ‘27년 MLCC ASP 상승률 가정을 37.0%까지 상향 조정
  tags: 好数字·好观点 · → daily
  value: qty=37.0% 상승 · date=2027
• <a id="atom-2ea70a5601b337ca"></a>🟦 2026-06-30 X·@DrNHJ · 영업이익 추정치 상향 · 盈利能力
  이에 따라 ‘27년 영업이익 추정치를 6.8% 상향 조정한 점을 반영
  tags: 好数字·好观点 · → daily
  value: qty=6.8% 상향 · date=2027
• <a id="atom-3d5b163acb6e020b"></a>🟦 2026-06-30 X·@DrNHJ · AI 서버용 초소형·고용량 MLCC 기술 보유 여부 · 技术路线/供给产能
  초소형·고용량 MLCC는 적층 수 확대와 고신뢰성 확보를 위해 Side-Gap을 축소하는 특수공법이 요구, 해당 공법은 현재 삼성전기와 Murata만이 MLCC 제조에 적용 중인 것으로 파악
  tags: 好信源·好观点 · → daily
• <a id="atom-52838daea15c00f7"></a>🟦 2026-06-30 X·@DrNHJ · Si-CAP 추가 고객사 확보 · 合作客户
  Si-CAP은 기존 공시 외 추가 AI 고객사를 확보한 것으로 파악
  tags: 好信源·好观点 · → daily
• <a id="atom-203478339e58097a"></a>🟦 2026-06-27 X·@jukan05 · 社长张德贤关于MLCC供需紧张表态 · 管理层表态/供给产能
  Jang Duk hyun, president of Samsung Electro Mechanics, said at the regular shareholders meeting this past March that 'with rising data center investment, the supply and demand for high capacity, high reliability MLCC is tightening'
  tags: 好信源·好观点 · → daily
  value: status=supply and demand tightening
  📷 原图
• <a id="atom-14b87b503b0f9a8e"></a>🟦 2026-05-07 X·@HyperTechInvest · 玻璃基板量产目标时间 · 供给产能/出货量
  Samsung Electro-Mechanics wants to ramp up glass substrates by 2027
  tags: 好思考·好信源 · → daily
  value: date=2027
• <a id="atom-d9136f0e20d382c4"></a>🟦 2026-06-15 X·@trendforce · 硅电容器市场规模年增长率预期 · 市场增长/订单需求
  The company expects the market to grow 18%+ annually as adoption expands into #AI servers, aerospace, and optical communications.
  tags: 好数字·好观点 · → daily
  value: qty=18%+ · direction=annually
• <a id="atom-36f03a4d4bf16088"></a>🟦 2026-06-30 X·@DrNHJ · MLCC出口年增率 · 出货量
  전자부품(MLCC): +31% Y/Y, +16% M/M
  tags: 好数字 · → daily
  value: qty=+31% · date=2026-06
  📷 原图
• <a id="atom-a7cccac5c4f65e61"></a>🟦 2026-06-30 X·@DrNHJ · MLCC出口月增率 · 出货量
  전자부품(MLCC): +31% Y/Y, +16% M/M
  tags: 好数字 · → daily
  value: qty=+16% · date=2026-06
  📷 原图
• <a id="atom-ec90cd1e5d69461e"></a>🟦 2026-06-28 X·@jukan05 · 与住友化学成立玻璃基板合资企业投资金额 · 资本开支/合作客户
  The two companies will invest KRW 500 billion, or about USD 320 million, to set up the entity.
  tags: 好数字 · → daily
  value: qty=KRW 500B · date=2026-06-28
  📷 原图
• <a id="atom-6365528a5b73a76f"></a>🟦 2026-06-28 X·@jukan05 · 在合资企业中持股比例 · 资本开支/合作客户
  Samsung Electro-Mechanics is expected to own more than half of the JV and contribute around KRW 300 billion.
  tags: 好数字 · → daily
  value: qty=>50%
  📷 原图
• <a id="atom-487fe5f15d145979"></a>🟦 2026-06-28 X·@jukan05 · 合资企业设备投产时间 · 路线图/供给产能
  The plan is reportedly to establish the entity at the Pyeongtaek site of Dongwoo Fine-Chem, Sumitomo Chemical’s Korean subsidiary, and begin operating production equipment in early 2028.
  tags: 好数字 · → daily
  value: date=early 2028
  📷 原图
• <a id="atom-4277c9313e99fcbf"></a>🟦 2026-06-27 X·@jukan05 · AI服务器MLCC单价高于手机MLCC · 定价权
  AI server MLCC is technically more difficult than the mobile variety, but it sells for at least three times more
  tags: 好数字 · → daily
  value: qty=at least three times more
  📷 原图
• <a id="atom-484a38bd84e73cfd"></a>🟦 2026-06-27 X·@jukan05 · AI服务器单板MLCC用量 · 出货量
  An AI server computing board uses 15,000 to 25,000 per board.
  tags: 好数字 · → daily
  value: qty=15,000 to 25,000 per board
  📷 原图
• <a id="atom-6a951171376d2aa8"></a>🟦 2026-06-27 X·@jukan05 · AI服务器单台MLCC用量 · 出货量
  The latest AI servers are equipped with around 20 computing boards, so a single server is said to require hundreds of thousands of MLCCs.
  tags: 好数字 · → daily
  value: qty=hundreds of thousands per server
  📷 原图
• <a id="atom-665ce6de5cd79792"></a>🟦 2026-06-27 X·@jukan05 · MLCC业务营收占比 · 营收
  In its MLCC business, which accounts for more than 45 percent of total revenue
  tags: 好数字 · → daily
  value: qty=>45%
  📷 原图
• <a id="atom-09f07f3fa08cb24f"></a>🟦 2026-06-27 X·@jukan05 · 全球AI服务器市场规模2030年预测 · TAM
  the global AI server market is projected to grow to 837.8 billion dollars (about 1,150 trillion won) by 2030.
  tags: 好数字 · → daily
  value: qty=$837.8B · date=2030
  📷 原图
• <a id="atom-bff2aa12d2c9ed01"></a>🟦 2026-06-22 X·@jukan05 · FC BGA 为初始产量 · 供给产能
  Because the FC BGA that Samsung Electro Mechanics is mass producing for Qualcomm's AI200 is an initial production volume, the volume is reportedly modest for now
  tags: 好数字 · → daily
  value: qty=初始产量 · date=当前
  📷 原图
• <a id="atom-5aa28832641ade99"></a>🟦 2026-06-17 X·@DrNHJ · MLCC board usage increase on MI450 platform · 出货量/产品发布
  47μF 2.5V X6S 0402 MLCC의 경우, 보드당 사용량이 기존 1,440개에서 10,544개로 약 632% 증가했습니다
  tags: 好数字 · → daily
  value: qty=632% · date=2026

🟥 多头 takes (bullish) (18)

• <a id="atom-266a4330e4bc4f08"></a>🟥 2026-06-13 X·@jukan05 ⭐ · 硅电容器市场年均增长预测 · TAM/技术路线
  Samsung Electro-Mechanics projected that the silicon capacitor market will grow at an average annual rate of more than 18%
  tags: 好数字·好信源 · → daily
  value: qty=18% · unit=annual growth
  📷 原图
• <a id="atom-8ff6ffe8e8d05b45"></a>🟥 2026-05-20 X·@jukan05 ⭐ · MLCC 涨价幅度 · 价格动态
  Samsung Electro-Mechanics is understood to have notified distributors of an MLCC price increase magnitude similar to Taiyo Yuden's announced 6–13% increase
  tags: 好数字·好信源 · → daily
  value: qty=6-13% · date=
• <a id="atom-fc34ad506449e6c2"></a>🟥 2026-06-27 X·@jukan05 · MLCC事业部营业利润预期 · 盈利能力/业绩指引
  analysts forecast that the operating profit of the Component Solutions division, which oversees Samsung Electro Mechanics' MLCC business, will surpass 1 trillion won this year, up more than 70 percent from last year (about 600 billion won).
  tags: 好数字·好观点 · → daily
  value: qty=1조원+ · date=2026 · growth=>70% YoY
  📷 原图
• <a id="atom-05c85069cfb141d8"></a>🟥 2026-06-27 X·@jukan05 · MLCC事业部明年营业利润预期 · 盈利能力/业绩指引
  There is also talk of the possibility of reaching operating profit in the low to mid 2 trillion won range next year, roughly double that level.
  tags: 好数字·好观点 · → daily
  value: qty=2조원 low to mid range · date=2027
  📷 原图
• <a id="atom-7dc8bc57807f9c9b"></a>🟥 2026-06-30 X·@DrNHJ · 매리츠증권 목표주가 · 评级目标价
  메리츠증권, 삼성전기(SEMCO), 목표주가를 300만원으로 상향
  tags: 好数字 · → daily
  value: qty=300만원
• <a id="atom-acfcb128a3fea42c"></a>🟥 2026-05-20 X·@DrNHJ · 2027 operating profit estimate raised · 盈利能力
  ‘27년 영업이익 추정치를 기존 대비 18.1% 상향 조정
  tags: 好数字 · → daily
  value: qty=18.1% · date=2027
• <a id="atom-b8229b671d7ebaee"></a>🟥 2026-05-20 X·@DrNHJ · 2027 Si Cap revenue forecast · 营收
  ‘27년 Si Cap 매출을 약 5,500억원으로 전망
  tags: 好数字 · → daily
  value: qty=5500억원 · date=2027
• <a id="atom-2429e2c924a028df"></a>🟥 2026-05-20 X·@DrNHJ · ASP increase assumption for MLCC 2027 · 价格动态
  ‘27년 MLCC ASP 상승률 가정을 기존 14.0%에서 22.6%로 상향 조정
  tags: 好数字 · → daily
  value: qty=22.6% · date=2027
• <a id="atom-b45f25c46162a8aa"></a>🟥 2026-05-20 X·@DrNHJ · ASP increase assumption for package solutions 2027 · 价格动态
  ‘27년 패키지솔루션 ASP 상승 가정 또한 기존 23.6%에서 31.5%로 상향 조정
  tags: 好数字 · → daily
  value: qty=31.5% · date=2027
• <a id="atom-9bb84480772e6ad3"></a>🟥 2026-07-05 News · 2季度业绩预期 · 营收/业绩预期
  三星电机2季度预期营收3.2776万亿韩元, 营业利润3819亿韩元
  tags: 好数字 · → daily
  value: qty=营收3.2776万亿韩元, 营业利润3819亿韩元
• <a id="atom-75b318e4995468df"></a>🟥 2026-07-05 News · 业绩同比增长规模 · 业绩/同比增长
  三星电机和LG Innotek将发布同比分别增长超1000亿韩元的业绩
  tags: 好数字 · → daily
  value: qty=同比增长超1000亿韩元
• <a id="atom-f53e0720e83b90f1"></a>🟥 2026-05-13 X·@kjage1 · 2028年营业利润预期 · 盈利能力
  サムスン電機の業績見通しは引き続き上方修正 2028年の営業利益は4兆7000億ウォンと予想
  tags: 好数字 · → daily
  value: qty=4.7万亿韩元 · date=2028年
  📷 原图
• <a id="atom-ef139cce43028bef"></a>🟥 2026-06-30 X·@DrNHJ · AI향 MLCC 매출 비중 전망 · 营收结构/订单需求
  동사의 AI향 MLCC 매출 비중은 시장 예상을 상회하는 속도로 확대될 전망
  tags: 好观点 · → daily
  value: date=2027
• <a id="atom-0ca6b3187d3be00e"></a>🟥 2026-06-30 X·@DrNHJ · MLCC 가격 인상 사이클 전망 · 价格动态/供给产能
  MLCC 업계 전반의 가격 인상 사이클이 장기화될 것으로 전망
  tags: 好观点 · → daily
• <a id="atom-3e509c0a108dc988"></a>🟥 2026-06-22 X·@jukan05 · 客户群多元化受益 · 合作客户/竞争格局
  Samsung Electro Mechanics can also enjoy the benefit of diversifying its customer base accordingly
  tags: 好观点 · → daily
  📷 原图
• <a id="atom-469d39b3a6c55ef1"></a>🟥 2026-06-05 X·@jukan05 · 订单开始时间 · 订单需求
  Orders could begin as early as June or July
  tags: 好观点 · → daily
  value: date=2026-06-07
• <a id="atom-63978d7a75b9a2ab"></a>🟥 2026-05-24 X·@jukan05 · seen as holding edge in embedded substrates because produces MLCCs and package substrates, planning new Vietnam equipment investment · 竞争格局/供给产能
  Some market observers see Samsung Electro-Mechanics as holding an edge, given that it produces both MLCCs and package substrates and is reportedly planning new equipment investment at its Vietnam plant.
  tags: 好观点 · → daily
• <a id="atom-db5eb18514861cf9"></a>🟥 2026-07-02 News · 技术观点 · 先进封装/技术路线
  三星電機認為玻璃基板特性特別適合AI伺服器、高效能運算（HPC）及高頻寬記憶體（HBM）等大型封裝需求。
  tags: 好观点 · → daily

🟥 空头 takes (bearish) (2)

• <a id="atom-b10b8539affa7816"></a>🟥 2026-06-29 X·@labubu_trader · 供应商会议计划 · 供给产能
  Samsung Electro-Mechanics(009150) will hold a supplier meeting on July 3, where it is expected to announce production cuts for certain SKUs as capacity shifts toward server-grade products.
  tags: 好信源 · → daily
  value: date=July 3
• <a id="atom-ab0976e32f5e5053"></a>🟥 2026-05-31 X·@hybridcortex [老旧] · 持仓方向 · 仓位情绪
  단기적으로 2-3주정도 삼성전기 숏잡고
  tags: 好观点 · → daily
  value: direction=short-term short
  📷 原图

🟦 新闻流 (squawk · 4)

⏱ 时间轴 (近 20)

• 🟦 2026-07-07 · fact · BB 比率 · → daily
• 🟦 2026-07-06 · fact · 订单出货比 · → daily
• 🟥 2026-07-05 · fact · 2季度业绩预期 · → daily
• 🟥 2026-07-05 · fact · 业绩同比增长规模 · → daily
• 🟦 2026-07-05 · fact · FC-BGA 基板供应 · → daily
• 🟦 2026-07-03 · fact · 与 Sumitomo Chemical 成立玻璃基板合资企业 · → daily
• 🟦 2026-07-03 · forecast · 玻璃基板商业化时间线 · → daily
• 🟦 2026-07-03 · fact · 玻璃基板资本开支计划 · → daily
• 🟦 2026-07-02 · fact · JV設立 · → daily
• 🟥 2026-07-02 · fact · 技术观点 · → daily
• 🟦 2026-06-30 · fact · 扩大 AI 服务器基板产能 · → daily
• 🟦 2026-06-30 · fact · MLCC 공급계약 체결 · → daily
• 🟦 2026-06-30 · fact · AI 서버용 초소형·고용량 MLCC 기술 보유 여부 · → daily
• 🟥 2026-06-30 · forecast · AI향 MLCC 매출 비중 전망 · → daily
• 🟦 2026-06-30 · forecast · MLCC ASP 전망 · → daily
• 🟥 2026-06-30 · forecast · 매리츠증권 목표주가 · → daily
• 🟦 2026-06-30 · forecast · 영업이익 추정치 상향 · → daily
• 🟦 2026-06-30 · narrative · Si-CAP 추가 고객사 확보 · → daily
• 🟥 2026-06-30 · forecast · MLCC 가격 인상 사이클 전망 · → daily
• 🟦 2026-06-30 · fact · MLCC出口年增率 · → daily

📊 板块级信号 · MLCC (82)

*以下是 MLCC 板块的信号 (Samsung Electro-Mechanics 是成员), 非直接针对 Samsung Electro-Mechanics — 供板块上下文参考*

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