Letters by company

Samsung Electro-Mechanics

1 letter discussing 009150. Everything written about it on this site is on its ticker page.

Hood River Capital Management Emerging Markets Fund Commentary - Q2 2026 The Hood River Emerging Markets Fund emphasized an AI-led capital-expenditure cycle spanning memory, packaging, connectivity and power equipment, alongside Chinese localization and robotics. It discussed Samsung Electro-Mechanics’ MLCC demand, GigaDevice Semiconductor’s memory-cycle inflection and Leaderdrive’s robotics components, while tightening scrutiny of valuations and order quality after holdings appreciated. Q2 2026 009150 $84BGIGDY