The AI infrastructure trade is expanding beyond GPUs and HBM. MLCCs are now in the spotlight ๐
Samsung Electro-Mechanics (KRX: 009150) is the worldโs No. 2 MLCC supplier, with roughly 22โ23% of the global market and an estimated 40%+ share in AI-server MLCCs.
Why the growing attention?
โข AI servers can require over 10ร as many MLCCs as conventional servers.
โข Samsung Electro-Mechanics recently secured a โฉ1.07T (~$780M) AI-server MLCC supply contract for 2027.
โข Rising demand for high-end components is tightening supply across the broader MLCC market.
As AI infrastructure scales, even the smallest components are becoming a bigger part of the story.
Samsung Electro-Mechanics is available to trade on StableStock:
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Not investment advice. For informational purposes only.