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StableStock ๐Ÿณ
@StableStock
๊ฐ€์ž… July 2025
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The AI infrastructure trade is expanding beyond GPUs and HBM. MLCCs are now in the spotlight ๐Ÿ‘€ Samsung Electro-Mechanics (KRX: 009150) is the worldโ€™s No. 2 MLCC supplier, with roughly 22โ€“23% of the global market and an estimated 40%+ share in AI-server MLCCs. Why the growing attention? โ€ข AI servers can require over 10ร— as many MLCCs as conventional servers. โ€ข Samsung Electro-Mechanics recently secured a โ‚ฉ1.07T (~$780M) AI-server MLCC supply contract for 2027. โ€ข 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: โ†’ #MLCC# #AIInfrastructure# #KoreanStocks# Not investment advice. For informational purposes only.
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