#silicon anode

3개의 글

July 13, 2026

Hansol Chemical (KRX 014680) Stock Outlook 2026: The Peroxide Cash Cow and the Battery-Materials Option

Hansol Chemical (014680) 2026 stock analysis: dominance in high-purity hydrogen peroxide for semiconductor and display fabs, QD display materials, silicon anode and battery binder growth bets, customer concentration on Samsung and SK hynix, and memory capex cycle exposure.

Hansol Chemical 014680 Korea Stocks

July 10, 2026

Daejoo Electronic Materials (078600) Stock Outlook 2026: The Silicon Anode Leader's Growth and Risks

Daejoo Electronic Materials (KOSDAQ 078600) 2026 stock analysis: silicon anode (Si anode) technology moat, conductive paste cash cow (MLCC and solar), LG Energy Solution value-chain exposure, and the EV-demand, commercialization-pace, and valuation risks investors must weigh.

Daejoo Electronic Materials 078600 silicon anode

July 10, 2026

Nano-Materials (KOSDAQ 121600) Stock Outlook 2026: CNT Conductive Additive Leverage on Silicon Anodes

Nano-Materials (KOSDAQ 121600) 2026 stock analysis: CNT conductive additive leverage as silicon anodes scale, the CMP slurry and TCO target businesses, EV-chasm and customer-concentration risks, valuation, and how foreign investors can access this Korean battery-materials name.

Nano-Materials 121600 CNT conductive additive