"Can't Sell Due to Lack of MLCCs and Substrates" Samsung Electro-Mechanics, Target Price 1.4 Million Won... LG Electronics, Target Price Up 44% as New Robot and Data Center Businesses Launch in Full Swing [Stocktopia]

Samsung Electro-Mechanics has risen to the status of a "King Stock" as demand for these two products explodes due to the AI ​​supercycle.
With MLCC utilization approaching 100% and FC-BGA supply beginning early with a massive North American GPU manufacturer, profitability is expected to improve rapidly.
/Photo = Yonhap News [Financial News] Here is a summary of reports from major securities firms for the morning of May 14.
Samsung Electro-Mechanics has risen to the status of a "King Stock" as demand for Multilayer Ceramic Capacitors (MLCCs) and Flip-Chip Ball Grid Arrays (FC-BGAs) has skyrocketed, riding the wave of the Artificial Intelligence (AI) supercycle.
Samsung Electro-Mechanics has risen to the status of a "King Stock" as demand for these two products explodes due to the AI ​​supercycle.Samsung Electro-Mechanics has risen to the status of a "King Stock" as demand for these two products explodes due to the AI ​​supercycle.Samyang Foods recorded its highest-ever quarterly performance in the first quarter, driven by increased demand from overseas subsidiaries in China and Europe and higher factory utilization rates.4 million won and increased its estimate for the average annual growth rate of operating profit over the next five years from 49% to 53%, reflecting high profit growth driven by the AI ​​supercycle.029 million won on the 13th, is reaping significant benefits from the AI ​​supercycle.
"The dual leadership of MLCC and FC-BGA is expected to record profitability exceeding market expectations," the analyst stated, analyzing that earnings would be driven by a near 100% utilization rate for MLCCs and price hikes by AI clients, while the early commencement of supply to North American mega-GPU manufacturers would drive FC-BGA performance.
Furthermore, the analyst added, "Despite the explosive 304% surge since the beginning of the year, there is still ample room for profit growth," noting that the estimate of 3 trillion won in operating profit for 2027 is conservative, suggesting that further stock price increases are expected.
※ "Emperor Stock" This is a term used in the Korean stock market to refer to stocks priced over 1 million won per share; stocks that have risen significantly without undergoing a stock split typically fall into this category.
As recently as April last year, Samsung Biologics was the only "Emperor Stock," but Hyosung Heavy Industries, Korea Zinc, and Samyang Foods joined in succession, increasing the number to four.
Subsequently, as the KOSPI surpassed the 6,000 mark.The number increased dramatically to 10 in a short period.7 times in about five months, joining the ranks of the 11th "Emperor Stocks." ※ MLCC (Multi-Layer Ceramic Capacitor) It is a component that stabilizes the flow of electricity inside electronic devices.Called the "rice of the electronics industry," it is found in almost all electronic products, including smartphones, automobiles, and AI servers, with hundreds to thousands installed in a single smartphone alone.※ FC-BGA (Flip Chip-Ball Grid Array) It is a high-performance semiconductor substrate that connects semiconductor chips to the mainboard.It was named this way because the chip is flipped and attached to the substrate using a small, ball-shaped solder, and it is used as a core component when manufacturing high-performance, high-heat semiconductors such as CPUs and GPUs for AI.
Samsung Electro-Mechanics has risen to the status of a "King Stock" as demand for these two products explodes due to the AI ​​supercycle.Samsung Electro-Mechanics has risen to the status of a "King Stock" as demand for these two products explodes due to the AI ​​supercycle.Samyang Foods recorded its highest-ever quarterly performance in the first quarter, driven by increased demand from overseas subsidiaries in China and Europe and higher factory utilization rates.Analyst Kim Min-kyung stated, "Through the general shareholders' meeting last March, LG Electronics [announced] for humanoid robots within the year "They announced plans to establish a mass production system for actuators and conduct a Proof of Concept (PoC) for Cloid robots next year," he explained, adding that the company's determination to accelerate the robot business is confirmed by the fact that the PoC plan was moved up to the first half of this year.In addition, Researcher Kim added, "New orders for the data center cooling business are increasing sharply," and "we cannot rule out momentum from the full-scale launch of AI-related businesses, such as discussions with NVIDIA regarding collaboration on physical AI, AI data centers, and mobility.
" ※ Actuator A component that receives electrical signals and converts them into actual movement.
Furthermore, the analyst added, "Despite the explosive 304% surge since the beginning of the year, there is still ample room for profit growth," noting that the estimate of 3 trillion won in operating profit for 2027 is conservative, suggesting that further stock price increases are expected.
It corresponds to muscles in humans and is an indispensable part for moving the joints, arms, and legs of humanoid robots.
Mass production unit costs and performance determine the price competitiveness of robots.
※ Proof of Concept (PoC) A stage where new technologies or products are tested on a small scale before full-scale introduction to verify whether they function properly in a real-world environment and whether they are commercially viable.In the case of LG Electronics, they decide whether to proceed with full-scale mass production and supply after verifying the effectiveness and stability of Cloid robots through pilot deployments in actual sites such as hotels and restaurants.※Chiller It is industrial cooling equipment that removes large amounts of heat using liquid refrigerants.In AI data centers, which generate massive amounts of heat, conventional air conditioning methods alone face limitations; therefore, high-efficiency cooling solutions such as chillers that cool servers directly or immersion cooling play a key role.9 million won, predicting a strong stock price rebound driven by robust demand and growing expectations for increased exports.2 billion won, respectively.It has been broken.
Samsung Electro-Mechanics has risen to the status of a "King Stock" as demand for these two products explodes due to the AI ​​supercycle.Samsung Electro-Mechanics has risen to the status of a "King Stock" as demand for these two products explodes due to the AI ​​supercycle.Samyang Foods recorded its highest-ever quarterly performance in the first quarter, driven by increased demand from overseas subsidiaries in China and Europe and higher factory utilization rates." [Zootopia] is an AI-based stock report briefing content that aggregates and delivers reports from major domestic securities firms.

Furthermore, the analyst added, "Despite the explosive 304% surge since the beginning of the year, there is still ample room for profit growth," noting that the estimate of 3 trillion won in operating profit for 2027 is conservative, suggesting that further stock price increases are expected.



Samsung Electro-Mechanics has risen to the status of a "King Stock" as demand for these two products explodes due to the AI ​​supercycle.Samsung Electro-Mechanics has risen to the status of a "King Stock" as demand for these two products explodes due to the AI ​​supercycle.
sms@fnnews.com Seong Min-seo Reporter