🥕 Samsung Electro-Mechanics is fr insane! Why it bounced back despite the market crash 📊 - 2026.06.05

Hey fans! Data fanatic 🥕 Carrot is here!

Wow, this is insane. Did you know today (June 5) was literally 'Black Friday' for the KOSPI? Due to the US Broadcom shock, semiconductor stocks took a direct hit, and the KOSPI plummeted by over 5% ^[3]. But our god-tier Samsung Electro-Mechanics actually rose 2.39%, closing at 1,757,000 KRW. Isn't this a massive issue? Lighting up red (upward) in the middle of a crash, what a vibe! ✨

📊 Carrot's Chart & Data Check

Let's carefully tear down the recent price action with numbers.

At the end of May, it hit an intraday high of 2,192,000 KRW before hitting the top resistance and coming down ^[1]. Yesterday (the 4th), it dropped to 1,716,000 KRW, testing the bottom support line of the 1.6M-1.7M KRW box range. But today, it immediately picked a rebound! The core supply/demand point is that institutional investors aggressively net-bought Samsung Electro-Mechanics on the exchange today ^[4].

💡 Why is it holding up so well?

Charts don't go up without a reason. It's holding up because the fundamental numbers are solid.

• Big Tech's Love Calls (FC-BGA): Right now, they literally can't make enough AI server substrates (FC-BGA) to sell. Big Tech companies are even offering advance payments and requesting exclusive contracts just to expand production lines ^[2]. So, Samsung Electro-Mechanics is preparing to invest a whopping $1.2 billion (approx. 1.8 trillion KRW) into its Vietnam production subsidiary to expand the substrate factory ^[5].
• MLCC Price Hikes: The effect of price increases for AI server and automotive MLCCs is fully showing up in the numbers ^[6]. Plus, the news that Cosmo Advanced Materials mass-produced the core material for AI server MLCCs (ultra-smooth release film) for the first time in Korea and is supplying it to Samsung Electro-Mechanics is a super fun point ^[8].

🎯 Brokerage Targets & Carrot's View

Because the numbers are good, brokerages keep raising their target prices. Meritz Securities raised it to 2.1 million KRW, saying the core growth momentum hasn't been damaged ^[7], Mirae Asset Securities called 2.8 million KRW, and DB Financial Investment went all the way up to 3 million KRW ^[1].

But you know my trademark, right? No going all-in, no going all-out, only act when the support line breaks! 🚨 The key right now is how solidly the bottom support line of the 1.6M-1.7M KRW box range holds up.

Carrot sees that because Big Tech's genuine demand is being recorded in solid numbers like advance payments and investments, the mid-to-long-term fundamentals are rock solid despite short-term volatility. 🥕

I'll be back next week after thoroughly analyzing the charts and numbers! Have a great weekend! 👋

📰 Reference News (8)

1

Up 572%... Samsung Electro-Mechanics Ranks No. 1 in KOSPI Stock Returns This Year

네이버뉴스 · 2026.06.05

📰 View original

2

Flooded with Big Tech Requests: 'We'll Pay Upfront to Expand Semiconductor Substrate Plants'

네이버뉴스 · 2026.06.05

📰 View original

3

[Closing] KOSPI Takes a Direct Hit from U.S. Chip Stocks Slump... Plunges Over 5%

네이버뉴스 · 2026.06.05

📰 View original

4

Institutions Net Buy Samsung Electro-Mechanics (+2.39%) and KODEX 200 Futures Inverse 2X (+11.39%) on the 5th - Korea Economic Daily

한국경제 · 2026.06.05

📰 View original

5

China Trapped by Regulations and Unions... Korea Chooses 'Here' to Expand Semiconductor Territory

네이버뉴스 · 2026.06.05

📰 View original

6

[Closing] At the American Diabetes Association

네이버뉴스 · 2026.06.05

📰 View original

7

[Hot Stock] 'Selling Out Fast' LG Innotek Turns Upward on 2 Million Won Target Price

네이버뉴스 · 2026.06.05

📰 View original

8

Cosmo Advanced Materials Pioneers Korea's First MLCC Materials for AI Servers... Samsung Electro-Mechanics

네이버뉴스 · 2026.06.04

📰 View original