SAMSUNG ELECTRO-MECHANICS009150.KS

Founded in 1973 as a Samsung Electronics affiliate, Samsung Electro-Mechanics makes multi-layer ceramic capacitors (MLCCs), camera modules and semiconductor substrates used across smartphones, cars and data center hardware. It is one of the world's largest MLCC makers alongside Japan's Murata and Taiyo Yuden, and has increasingly supplied components for AI servers.

CEO Jang Duk-hyun · Founded 1973 · HQ Suwon, South Korea · Exchange KOSPI · Website samsungsem.com

Predictions & track record (2)

• Awaiting grading The next AI hardware bottleneck isn't memory. It's a tiny capacitor whose price already tripled.To be scored on whether Murata, Samsung Electro-Mechanics and Taiyo Yuden's book-to-bill ratios stay above 1.25 through Q3-Q4, and whether inventory that fell below 30 days returns to normal by year-end.
• Awaiting grading Substrates, Memory and Specialty Gas All Tighten at Once in the AI Chip Supply ChainCheck whether substrate, DDR5 and WF6 prices keep climbing together next quarter, and whether actual AI server shipment delays get reported.

3 related posts

• Bull The next AI hardware bottleneck isn't memory. It's a tiny capacitor whose price already tripled. Jukan (@jukan05) · 2026-07-28
• Watch Substrates, Memory and Specialty Gas All Tighten at Once in the AI Chip Supply Chain Serenity (@aleabitoreddit) · 2026-07-26
• Bull Samsung Electro-Mechanics signs MLCC supply deal with an unnamed 'large global company', extending Big Tech's part hoarding beyond memory Jukan (@jukan05) · 2026-07-23