NuAxiSemiconductor trade intelligence
Samsung Electro-Mechanics' long-term deals top KRW5 trillion
What happened
Samsung Electro-Mechanics (Semco) has disclosed more than KRW5 trillion in long-term supply agreements (LTAs) this year after signing another AI server capacitor contract. The company expects such agreements to account for more than half of its multilayer ceramic capacitor (MLCC) revenue in 2027.
Impact and signal
Medium impactImpact score: 55/100
Affected components and suppliers
multilayer ceramic capacitor (MLCC)AI server capacitor
Samsung Electro-Mechanics
long-term supply agreementsLTAAI serverMLCCKRW5 trillion2027 revenue
Source and time
Source: DigiTimes Asia · 11/3/2026 · View original source
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