三星电机签署约2951亿韩元AI服务器MLCC供货合同

Samsung Electro-Mechanics (009150.KS) has signed a contract worth about 300 billion won to supply multilayer ceramic capacitors (MLCCs) for artificial intelligence servers to a large global company, hitting a large-scale order "jackpot" for the second consecutive month. As the opening of the AI market drives a surge in demand for high-performance components, the company is firmly cementing its leadership in the global market on the back of overwhelming technological capabilities.
On the 23rd, Samsung Electro-Mechanics disclosed that it had signed a contract worth 295.12 billion won to supply AI server MLCCs to a large global company.
The figure corresponds to 2.6% of the company's total revenue last year (11.3145 trillion won) on a consolidated basis. The contract runs for one year, from January 1, 2027, to December 31 of the same year. The counterparty was not disclosed under a confidentiality agreement between the two companies. Samsung Electro-Mechanics plans to supply a large volume of core high-performance MLCCs for the company's AI servers and data center systems.
This achievement is a relay order following a contract worth about 450 billion won signed with a global big tech company last month. MLCCs, which supply a constant flow of current to the circuits of electronic products and are called the rice of the electronics industry, are seeing explosive demand growth not only in smartphones and PCs but also, recently, in AI servers and automotive electronic components (car electronics) as investment expands. In particular, AI server MLCCs are considered high value-added products requiring advanced technological capabilities, as they are used in far greater quantities than general products and must operate stably even in the extreme environment of high temperatures and high voltages.
Samsung Electro-Mechanics, which has been improving its business structure by focusing on high value-added products, currently holds a share of more than 40% in the AI server MLCC market, establishing a firm foothold. As the company is further discussing mid- to long-term supply plans with multiple global customers, related revenue is expected to rise even more sharply.
"This large-scale contract is the result of Samsung Electro-Mechanics' MLCCs being fully recognized for their technological capabilities as a core component of AI infrastructure," said Chang Duckhyun, president of Samsung Electro-Mechanics. "Based on the deep trust of our customers, we will rapidly develop next-generation leading-edge products and build a stable supply chain to lead the AI component market."