Samsung Electro-Mechanics Sees Major Growth in MLCCs, Substrates

What happened

Samsung Electro-Mechanics CEO and President Chang Duck-hyun emphasized the company's growth opportunities arising from the expansion of the AI server and data center markets in a message to employees at the company's 53rd anniversary ceremony held at its Suwon campus in Gyeonggi Province on Nov. 2. He said "The global AI industry is only at January 1," adding that the company has been presented with unprecedented, large-scale growth opportunities across core businesses including multilayer ceramic capacitors (MLCCs) and package substrates. This is a management statement of opportunity; the source does not state any specific investment, expansion plan, production volume, or price data, nor any concrete capacity or order facts. The ceremony also included awards for long-serving employees and winning teams from an internal AI hackathon.

Impact and signal

Affected components and suppliers

Source and time

Source: The Elec · 11/2/2026 · View original source