NuAxiSemiconductor trade intelligence
Samsung Electro-Mechanics extends long-term contracts to memory substrates, totaling KRW4.3T
What happened
Samsung Electro-Mechanics (SEMCO) has signed a long-term supply agreement worth KRW360.487 billion (approximately US$260 million) with a major global company for memory packaging substrates, with shipments scheduled to begin in 2027. The company did not disclose the customer or specific application. The deal expands its long-term contract coverage from multilayer ceramic capacitors (MLCCs) and silicon capacitors into substrates; per the title, its long-term contracts total KRW4.3 trillion.
Impact and signal
Medium impactImpact score: 45/100
Affected components and suppliers
memory packaging substratesmultilayer ceramic capacitors (MLCCs)silicon capacitors
Samsung Electro-Mechanics (SEMCO)
long-term supply agreementmemory substratesKRW4.3T total contractsKRW360.487 billion deal2027 shipmentscustomer undisclosed
Source and time
Source: DigiTimes Asia · 10/20/2026 · View original source
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