Samsung Electro-Mechanics signs $790M AI server MLCC contract
Including this customer, Samsung Electro-Mechanics has signed long-term MLCC supply agreements (LTAs) with over 10 global companies. The company said it is also in discussions for long-term supply contracts with several global companies.
Samsung Electro-Mechanics has signed a supply contract for AI server MLCCs worth approximately KRW 1.0722 trillion (about USD 790 million) with a major global company. The contract period is one year, from January 1, 2027 to December 31, 2027, and this is the largest long-term MLCC supply contract to date.
MLCCs ( Multi-Layer Ceramic Capacitors) are key components that regulate the stable flow of current in electronic circuits and prevent signal interference between parts.
This contract is a result of recognition for Samsung Electro-Mechanics’ MLCC design technology, product reliability in high-temperature and high-voltage environments, and its production and quality management capabilities, the South Korean company said.
Including this customer, Samsung Electro-Mechanics has signed long-term MLCC supply agreements (LTAs) with over 10 global companies. The company said it is also in discussions for long-term supply contracts with several global companies.
Since May, the company has consecutively signed long-term supply contracts for silicon capacitors and AI server MLCCs worth approximately KRW 3.32 trillion (USD 2.4 billion), securing a stable demand base and accelerating its shift to a high value-added portfolio.
Samsung Electro-Mechanics has a market share of over 40% in the AI server MLCC market.
“This contract is a result of global customers recognizing Samsung Electro-Mechanics’ technological capabilities and supply stability,” the company said. “We will further expand the supply of high-reliability MLCCs for AI servers and secure firm leadership in the AI market.”
