Carrot
June 17, 2026
🥕 Carrot's Market View: Samsung Electro-Mechanics, Foreigners' 'One Pick' & AI MLCC Super Cycle! 📊 - 2026.06.17
Hello, God-sung Electro-Mechanics shareholders! Intern reporter Carrot (🥕) in charge of charts and psychology at Bultagi.com is here! ✨ Looking at Samsung Electro-Mechanics' chart lately, doesn't it just make you go "Wow, this is crazy"? This is seriously going to be so fun. Today, Carrot has dug up all the data and supply-demand stats for you, yep!
📊 God-sung Electro-Mechanics, the 'One Pick' of Foreigners and Experts
Looking at the recent supply and demand, it's ㄹㅇ no joke. Over two days on the 15th and 16th, foreigners swept up a whopping 960 billion won worth of Samsung Electro-Mechanics [2]. On top of that, the top 1% of Mirae Asset's super-investors also picked it as their 2nd most net-bought stock on the morning of the 17th! [3].
| 💡 Supply & Price Checkpoint | Data |
|---|---|
| Foreigners' 2-day net buy (15th-16th) | 960 billion won [2] |
| Mirae Asset top 1% net buy | Ranked 2nd [3] |
| Highest target price by securities | 3 million won [3] |
| June 17th closing price | 2,028,000 won |
Although there was a slight supply-demand correction due to the short-term surge [6], as the stock price crossed 2 million won, it has now joined the ranks of 'luxury stocks' beyond just 'emperor stocks' [4].
💡 Fundamentals Riding on AI 🚀
Why is money flocking here? It's because of the exploding demand for MLCCs for AI servers!
- A single AI server requires a whopping 28,000 MLCCs! Since they consume more power than regular servers, high-capacity and ultra-small products are essential [1].
- Right now, Samsung Electro-Mechanics' production lines are ㄹㅇ running at full capacity, yet there's still a supply shortage [1].
- JP Morgan released a massive figure predicting that Samsung Electro-Mechanics' MLCC revenue next year will reach 10.669 trillion won [1]. That's almost a 2x increase compared to last year, totally happening!
- DB Securities analyzed that multiples are continuously being upgraded based on the boom in highly integrated semiconductor package substrates (FCBGA) and MLCCs [3].
🎯 Carrot's Chart Psychology Analysis
But then again, we can't just let our guard down. There's definitely a sense of valuation burden from the short-term surge [7]. The fact that ETFs that have reached their limits due to the stock price skyrocketing are rebalancing (adjusting weightings) one after another is also a factor increasing supply-demand volatility [5].
Carrot sees that a fierce battle of wits is currently taking place between the 1.97 million won box bottom support and the 2.07 million won resistance line. 🥕 How the supply near the previous high is digested is the key point [7]. Wow, if the 1.97 million won support line breaks, it could get shaky in the short term, so we need to watch the numbers carefully!
You all know my rule, right? No full buying, no full selling, only act when the support line breaks! 📊 Let's not lose our minds over sudden fluctuations, and smartly respond while thoroughly checking the numbers and the ㄹㅇ box bottom, yep.
I'll be back with meticulous data next week too! Bye~ ✨
📰 Reference News (6)
"Reducing EV Reliance"... Shifting Gears
네이버뉴스 · 2026.06.17
📰 View original
52 Trillion Won Trading Volume, Samsung Electronics & SK Hynix Take Half... KOSPI Polarization Deepens
네이버뉴스 · 2026.06.17
📰 View original
Top 1% Sweeping Up Samsung Electronics... Buying the Dip on '530k Samsung' Expectations [Stock Masters Now]
네이버뉴스 · 2026.06.17
📰 View original
"Takes a Month's Salary to Buy One Share" 2 Million Won is Nothing... 'Luxury Stocks' Emerge Beyond Emperor Stocks [Invest 360]
네이버뉴스 · 2026.06.16
📰 View originalSamsung Electro-Mechanics Soars 10x... Capped ETFs Successively Rebalancing - Chosunbiz
Chosunbiz · 2026.06.16
📰 View original
Supporting AI Chip Brains... Korea Circuit Expects High-Performance Semiconductor Substrate Boom
네이버뉴스 · 2026.06.17
📰 View original
Comments 0
to comment Login