Samsung Electro-Mechanics benefits from silicon capacitors.
Samsung Electro-Mechanics is experiencing a strong re-rating driven by silicon capacitor adoption for AI applications. The company's high-margin silicon capacitor orders are expanding, with potential for further earnings upgrades and margin improvement. The stock has room to run as it follows a similar trajectory to Hanmi Semiconductor's past breakout.
Kingboard Laminates is the global #1 in CCL (copper-clad laminate), benefiting from a glass fiber supply shortage that is driving price increases. The company is expanding capacity and targets raising CCL prices by over 20% in the second half. Strong earnings momentum with GP margin expansion supports a bullish outlook.