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42 pages

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China's Memory Localization and Korea: Decomposing Samsung, SK Hynix and Micron's China Exposure from Disclosures

Is China's AI API Pricing Sustainable? Verifying the Cost Structure Through Disclosures

What China's Open-Model Convergence Actually Changes: Value-Chain Redistribution, Not Demand Collapse

Are Semiconductors Cyclical, and What Is Fair Value? Pricing Samsung, SK Hynix and Micron with FCFE and Normalized Earnings

The Real Debate in Semiconductors: Four Physical Clocks and One Stock-Price Clock

Why IBM's Earnings Miss Is Evidence of Memory Strength: Reading IBM and Ericsson for Semiconductor Sentiment

The Supply Gap Spilling Beyond HBM: Reading Three Hana Securities Reports as One Story

Is Any KOSPI or KOSDAQ Stock More Attractive Than Samsung on a 6-Month View? Not Replacement, but Axis Diversification

SK Hynix Q2 Earnings Cut but Target Prices Held: Synthesizing the Mirae Asset and KIS Reports

HBM 2030 Supply-Demand Deep Research: Dissecting the 26.7EB Demand Model Against the Capacity Schedule