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Samsung Electro-Mechanics says AI customers are locking up 2027 MLCC and substrate supply
What happened
On October 28, Samsung Electro-Mechanics (SEMCO) told investors that long-term agreements are expected to account for more than 60% of its multilayer ceramic capacitor (MLCC) revenue next year, showing how far ahead AI data center builders are reserving components. It said demand was growing faster than expected despite capacity additions, and that supply of both MLCCs and flip-chip ball grid array (FCBGA) substrates would tighten further in the fourth quarter.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
MLCCFCBGA substrate
Samsung Electro-Mechanics
long-term agreementsAI data centersupply tighteningQ4MLCCFCBGA substrate
Source and time
Source: DigiTimes Asia · 10/28/2026 · View original source
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