#AI server

2개의 글

June 24, 2026

Samsung Electro-Mechanics (009150) Stock Outlook 2026: The MLCC Cycle and the AI Substrate Engine

Samsung Electro-Mechanics (KRX 009150) 2026 stock outlook. A deep qualitative analysis of its world No.2 MLCC position, high-value automotive and AI-server capacitors, FC-BGA semiconductor substrates riding AI demand, camera modules, the smartphone and MLCC price-cycle risk, and how US investors can approach this Korean components play.

009150 Samsung Electro-Mechanics MLCC

May 13, 2026

DELL Dell Technologies Stock Outlook 2026: AI Server Boom and the ISG Growth Machine

Dell Technologies (DELL) delivered FY26 revenue of $113.5B (+19%) and adjusted free cash flow of $11.5B (+271%), validating its AI server thesis through PowerEdge XE9680 demand and the NVIDIA partnership. This analysis covers ISG vs. CSG segment dynamics, the bull and bear cases, dividend tax strategy, and what to monitor in the next 10-Q.

DELL Dell Technologies AI server