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35 pages

Samsung Electro-Mechanics

Korean Semiconductors Rally May 6, 2026 — Samsung +14.4%, SK Hynix +10.6%, ₩3.1T Foreign Buying: Reading the Two-Stage Spread to Substrate and Equipment

Korea AI PCB Ecosystem: 10 Companies Across FC-BGA, CCL, SoCAMM, Materials and Equipment

AI PCB and Substrate Thesis: GPU, CPU, NIC and CCL Demand Are One System Bottleneck

Samsung Electronics vs Samsung Electro-Mechanics: Big Tech AI Capex Read-Through

Samsung Electro-Mechanics: Why the Stock Doubled in 90 Days