Samsung Electro-Mechanics lands $210 mil. MLCC supply deal

Samsung Electro-Mechanics secured a $210.24 million MLCC supply order from a global company on Tuesday. The one-year contract runs from Jan. 1 through Dec. 31, 2027, while the customer remains undisclosed. The deal reflects rising AI server component demand and brings the value of the company’s major supply contracts announced this year to nearly 4 trillion won.

The latest contract equals 2.5 percent of Samsung Electro-Mechanics’ total sales last year.

The company’s component division recorded 1.65 trillion won in second-quarter sales, up 29 percent from a year earlier.

Major contracts announced this year include a 1.5 trillion won silicon capacitor deal in May, a 454 billion won MLCC deal in June, a 295.1 billion won AI server MLCC contract in July and a 1.07 trillion won AI server MLCC contract last month.

FnGuide estimates Samsung Electro-Mechanics will post third-quarter operating profit of 621.4 billion won, nearly three times higher than a year earlier.

The company plans to invest 4.27 trillion won at its Sejong plant and 2.51 trillion won at its Vietnam plant to expand high-performance Flip-Chip Ball Grid Array production.

Published Oct 6, 2026 3:40 pm KST

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Samsung Electro-Mechanics' manufacturing site in Suwon, Gyeonggi Province / Courtesy of Samsung Electro-Mechanics

Samsung Electro-Mechanics has secured a $210.24 million (282 billion won) order to supply multilayer ceramic capacitors (MLCCs) to a global company, adding to a string of large deals driven by growing demand for artificial intelligence (AI) server components, the company said Tuesday in a regulatory filing.

The company signed the one-year supply contract, which runs from Jan. 1 through Dec. 31, 2027. The customer was not disclosed due to a confidentiality agreement.

The latest deal represents 2.5 percent of Samsung Electro-Mechanics’ total sales last year. It brings the value of the company’s major supply contracts announced this year to nearly 4 trillion won, which includes contracts not subject to disclosure.

MLCCs regulate electrical current and reduce electromagnetic interference in electronic circuits. AI servers require more MLCCs than conventional servers and demand for the products goes higher under high-temperature and high-voltage conditions.

The latest contract comes amid a series of large orders from global customers as AI data center investment accelerates.

In May, the company signed a 1.5 trillion won contract to supply silicon capacitors to a global technology company. It was followed by a 454 billion won MLCC deal in June and a 295.1 billion won AI server MLCC contract in July.

Last month, Samsung Electro-Mechanics secured a record 1.07 trillion won contract for AI server MLCCs.

The surge in orders is also reflected in the company’s component business, which handles sales of MLCCs. The firm’s component division posted 1.65 trillion won in sales in the second quarter, up 29 percent from a year earlier. Major AI-related orders secured in just over half a year are equivalent to roughly 75 percent of the division’s annual sales last year.

Samsung Electro-Mechanics' multilayer ceramic capacitors / Courtesy of Samsung Electro-Mechanics

Buoyed by the soaring demand for AI components, the company is also forecast to continue reporting robust earnings in the third quarter. According to market tracker FnGuide, Samsung Electro-Mechanics is estimated to report an operating profit of 621.4 billion won, nearly three times higher than a year earlier.

Samsung Electro-Mechanics is expanding capacity to meet the growing demand. It plans to invest 4.27 trillion won to expand high-performance Flip-Chip Ball Grid Array production at its Sejong plant and 2.51 trillion won at its Vietnam plant.

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三星电机周二从一家全球性公司获得了一份价值2.1024亿美元的多层陶瓷电容器（MLCC）供应订单。这份为期一年的合同从2027年1月1日至12月31日，客户身份尚未公开。该订单反映了人工智能服务器组件需求的增长，并使该公司今年宣布的主要供应合同总额接近4万亿韩元。

最新合同金额相当于三星电机去年总销售额的 2.5%。

该公司零部件部门第二季度销售额达 1.65 万亿韩元，比上年同期增长 29%。

今年宣布的主要合同包括 5 月份价值 1.5 万亿韩元的硅电容器合同、6 月份价值 4540 亿韩元的 MLCC 合同、7 月份价值 2951 亿韩元的 AI 服务器 MLCC 合同以及上个月价值 1.07 万亿韩元的 AI 服务器 MLCC 合同。

FnGuide 预计三星电机第三季度营业利润将达到 6214 亿韩元，比去年同期增长近三倍。

该公司计划在其世宗工厂投资 4.27 万亿韩元，在其越南工厂投资 2.51 万亿韩元，以扩大高性能倒装芯片球栅阵列的生产。

发布于2026年10月6日下午3:40（韩国标准时间）

人工智能组件制造商预计第三季度利润将增长两倍，主要得益于强劲的海外销售

三星电机位于京畿道水原市的生产基地 / 图片由三星电机提供

三星电机周二在一份监管​​文件中表示，该公司已获得一份价值 2.1024 亿美元（2820 亿韩元）的订单，将向一家全球公司供应多层陶瓷电容器 (MLCC)。这是该公司在人工智能 (AI) 服务器组件需求不断增长的推动下达成的一系列大宗交易之一。

该公司签署了一份为期一年的供货合同，合同期限为2027年1月1日至12月31日。由于保密协议，客户身份未被披露。

最新达成的这笔交易相当于三星电机去年总销售额的2.5%。这使得该公司今年宣布的主要供货合同总价值接近4万亿韩元，其中包括一些未公开披露的合同。

MLCC（多层陶瓷电容器）用于调节电流并降低电子电路中的电磁干扰。人工智能服务器比传统服务器需要更多的MLCC，并且在高温高压条件下对MLCC的需求更高。

随着人工智能数据中心投资加速增长，全球客户纷纷下达了一系列大订单，而这份最新合同正是在此背景下签订的。

5月，该公司签署了一份价值1.5万亿韩元的合同，向一家全球科技公司供应硅电容器。随后，6月又签署了一份价值4540亿韩元的MLCC订单，7月又签署了一份价值2951亿韩元的AI服务器MLCC合同。

上个月，三星电机获得了价值 1.07 万亿韩元的 AI 服务器 MLCC 创纪录合同。

订单激增也反映在该公司负责MLCC销售的零部件业务中。该公司零部件部门第二季度销售额达1.65万亿韩元，同比增长29%。短短半年多时间里获得的重大人工智能相关订单，相当于该部门去年全年销售额的约75%。

三星电机的多层陶瓷电容器 / 图片由三星电机提供

受人工智能组件需求激增的提振，该公司预计第三季度将继续保持强劲的盈利势头。据市场追踪机构FnGuide预测，三星电机第三季度营业利润预计将达到6214亿韩元，较上年同期增长近三倍。

三星电机正在扩大产能以满足不断增长的需求。该公司计划投资4.27万亿韩元，用于扩建其位于世宗市的工厂的高性能倒装芯片球栅阵列（Flip-Chip Ball Grid Array）生产线；并投资2.51万亿韩元，用于扩建其位于越南的工厂。

三星电机将在世宗投资31.4亿美元建设基板工厂

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