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StableStock 🐳
@StableStock
加入 July 2025
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The AI infrastructure trade is expanding beyond GPUs and HBM. MLCCs are now in the spotlight 👀 Samsung Electro-Mechanics (KRX: 009150) is the world’s No. 2 MLCC supplier, with roughly 22–23% of the global market and an estimated 40%+ share in AI-server MLCCs. Why the growing attention? • AI servers can require over 10× as many MLCCs as conventional servers. • Samsung Electro-Mechanics recently secured a ₩1.07T (~$780M) AI-server MLCC supply contract for 2027. • 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: → #MLCC# #AIInfrastructure# #KoreanStocks# Not investment advice. For informational purposes only.
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