Samsung Electro-Mechanics Forecasts Record Q3 Earnings on Expanding AI Server Supply Agreements
Samsung Electro-Mechanics forecasts record third-quarter earnings, citing tightening supply-demand conditions for MLCCs and FC-BGA substrates, an expansion in long-term supply agreements, and higher average selling prices.
Management attributed the growth to sustained investment in AI data centers and autonomous driving applications, confirming that new domestic and overseas production capacity for AI accelerators and server CPUs will expand according to negotiated contracts with top-tier semiconductor customers.
From the sources (6 posts)
@jukan05>> TrendForce: Monthly Shipments by Korean and Japanese MLCC Makers Hit Record High on AI Demand; Spillover in Consumer Orders Becomes Visible • According to TrendForce’s latest MLCC industry survey, strong AI demand drove Murata, Samsung
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@stock__kevinThe most important development for Samsung Electro-Mechanics is not simply rising MLCC prices. AI demand is changing how production capacity is allocated, allowing strength in high-end products to spill over into consumer-grade MLCC pricin
@newmaxxssdAI Demand Pushes Japanese and Korean MLCC Suppliers to Record Monthly Shipments; Consumer-Grade Order Spillovers Continue to Surge, Says TrendForce
@jukan05Samsung Electro-Mechanics to Raise MLCC Prices - Samsung Electro-Mechanics has sent customers a notice announcing that it plans to raise prices for certain MLCC products by 30% from August 1, 2026. - The company explained that structural
@jukan05[Four Key Questions from Samsung Electro-Mechanics’ Conference Call] Q1) (Company-wide) What is the outlook for Q3 earnings? A1) In Q2, the company delivered year-on-year and quarter-on-quarter growth, driven by increased sales of high-va