以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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SEMCO
23 atoms · 跨 11 天 · 首见 2026-04-26 · 最近 2026-07-02
三色: 🟦 fact 16 · 🟥 take 7 · stance ▲14/▼1/◆2
来源: X 22 · 卖 1
时态: fresh:23
标签: 好数字:11 · 好观点:10 · 好信源:3
叙事 (narrative) (7)
- 2026-05-28 · 硅电容供应合同价值
SEMCO has managed to land a supply contract worth more than $1 billion.
tags: 好数字·好观点 · → daily
value: qty=> $1 billion · currency=USD
- 2026-06-25 · MLCC ETF 编入预期
삼성전기 나홀로 2% 강세…美 MLCC ETF 편입 기대감
tags: 好观点 · → daily
- 2026-06-10 · 被提及于玻璃基板研究
Part 1 of our glass core substrate research has been published on Substack! $LPKF $SEMCO $SKC $NVDA $INTC
tags: 好信源 · → daily
- 2026-05-28 · 同时运营硅电容和基板业务
SEMCO is the only company in the world that operates both a silicon capacitor business and a substrate business.
tags: 好观点 · → daily
- 2026-05-28 · 股价上涨原因
This is precisely why SEMCO's stock has been surging recently.
tags: 好观点 · → daily
- 2026-05-24 · exposure to silicone capacitors tightness
Murata, SEMCO, AP Memory have the highest exposure
tags: 好观点 · → daily
- 2026-07-01 · impacted by Korean tech giants' price cut demands
their demands... only impact their captive local suppliers like SEMCO, Simmtech, and LG for BT products.
tags: 好观点 · → daily
value: direction=bearish
预测 (forecast) (2)
- 2026-06-22 · EPS预测上调
Simon Woo lifts EPS revisions by +10-20% for SEMCO on stronger AI demand
tags: 好数字 · → daily
value: qty=+10-20% · direction=raise
- 2026-04-26 · 将成为基板MLCC增长主要受益者
SEMCO（009150.KS）和 LG Innotek（011070.KS）或将成为韩国基板 / MLCC 行业新一轮增长的主要受益者
tags: 好观点 · → daily
事实 (fact) (14)
- 2026-07-02 · 투자 결정
취득금액 : 3,191억
tags: 好数字 · → daily
value: qty=3191억 · date=2026-09-01
- 2026-07-02 · 지분율 취득 후
취득 후 지분율 : 66.2%
tags: 好数字 · → daily
value: qty=66.2%
- 2026-07-02 · 취득 목적
취득목적 : 유리기판 시장 선점을 위하여 일본 스미토모화학의 자회사인 동우화인켐(주)와 합작법인 설립
tags: 好信源 · → daily
- 2026-07-02 · 자본 대비 투자 비율
자본대비 : 3.3%
tags: 好数字 · → daily
value: qty=3.3%
- 2026-07-01 · MLCC 현물 가격 급등
삼성전기(SEMCO): 고용량 제품 현물(Spot) 가격 50~80% 급등
tags: 好数字 · → daily
value: qty=50~80% · direction=up
- 2026-06-25 · 盘中涨幅
장중 7% 나홀로 급등
tags: 好数字 · → daily
value: qty=7% · date=2026-06-26
- 2026-05-28 · 上年硅电容营收
SEMCO's silicon capacitor revenue last year was a mere few million dollars.
tags: 好数字 · → daily
value: qty=a few million dollars · date=last year
- 2026-05-12 · 모건스탠리 보고서에서 에이전틱 AI 도입 수혜 기업으로 언급
PCB/기판/CCL 및 소재 삼성전기(SEMCO)
tags: 好信源 · → daily
- 2026-06-29 · 市场份额
(followed by SEMCO at 22.5%)
tags: 好数字 · → daily
value: qty=22.5% · date=N/A
- 2026-06-25 · 嵌入式PCB和玻璃基板领域技术与商业化领先
차세대 기판 기술로 주목받는 임베디드 PCB와 글라스 코어 기판 분야에서 삼성전기가 기술력과 사업화 측면 모두 가장 앞서 있다
tags: 好观点 · → daily
- 2026-05-30 · Package Solution Q1 营收
SEMCO’s Package Solution business delivered around $492 million in Q1, up 45% year-over-year
tags: 好数字 · → daily
value: qty=$492M · date=Q1 2026
- 2026-05-30 · 产能利用率与订单状态
demand reportedly exceeding capacity by over 50% and bookings sold out deep into next year
tags: 好数字 · → daily
value: direction=超过
- 2026-05-30 · 玻璃核心基板送样状态
SEMCO is already sampling next-gen glass core substrates to major customers like Broadcom
tags: 好观点 · → daily
- 2026-05-30 · 玻璃核心基板送样对象
SEMCO has been shipping glass core substrate samples to Broadcom and Apple
tags: 好观点 · → daily
value: qty=Apple
时间轴 (近 20)
- 2026-07-02 ·
fact · 투자 결정 · → daily
- 2026-07-02 ·
fact · 지분율 취득 후 · → daily
- 2026-07-02 ·
fact · 취득 목적 · → daily
- 2026-07-02 ·
fact · 자본 대비 투자 비율 · → daily
- 2026-07-01 ·
fact · MLCC 현물 가격 급등 · → daily
- 2026-07-01 ·
narrative · impacted by Korean tech giants' price cut demands · → daily
- 2026-06-29 ·
fact · 市场份额 · → daily
- 2026-06-25 ·
narrative · MLCC ETF 编入预期 · → daily
- 2026-06-25 ·
fact · 盘中涨幅 · → daily
- 2026-06-25 ·
fact · 嵌入式PCB和玻璃基板领域技术与商业化领先 · → daily
- 2026-06-22 ·
forecast · EPS预测上调 · → daily
- 2026-06-10 ·
narrative · 被提及于玻璃基板研究 · → daily
- 2026-05-30 ·
fact · Package Solution Q1 营收 · → daily
- 2026-05-30 ·
fact · 产能利用率与订单状态 · → daily
- 2026-05-30 ·
fact · 玻璃核心基板送样状态 · → daily
- 2026-05-30 ·
fact · 玻璃核心基板送样对象 · → daily
- 2026-05-28 ·
narrative · 硅电容供应合同价值 · → daily
- 2026-05-28 ·
fact · 上年硅电容营收 · → daily
- 2026-05-28 ·
narrative · 同时运营硅电容和基板业务 · → daily
- 2026-05-28 ·
narrative · 股价上涨原因 · → daily
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