Research Report
Sector Analysis
Electrical/Electronic ComponentsThe next AI bottlenecks are emerging
- Author Junseo Park
- Date Mon Jun 15 00:00:00 KST 2026
- Stock Code 000150 / 007660 / 009150 / 011070 / 248070 / 420770
- File 20260615_Electrical_Electronic Components.pdf
[Summary]
I. AI component bottlenecks
II. Substrates
III. MLCCs
IV. Power components
V. Company analysis
Samsung Electro-Mechanics (009150 KS) - Top pick
LG Innotek (011070 KS)
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