Samsung Electro-Mechanics Wins Record 1 Trillion Won AI Server MLCC Order
Record-Setting Long-Term MLCC Supply Agreement with Global Major Corporation
Accelerating Market Leadership with Over 40% Global Share
Samsung Electro-Mechanics announced on September 1 that it has signed a supply contract worth approximately 1.072 trillion won for multilayer ceramic capacitors (MLCCs) used in artificial intelligence (AI) servers with a major global corporation, significantly expanding its presence in the automotive and information technology (IT) components markets.
This contract applies for one year, from January 1 to December 31 of next year, and represents the largest-ever long-term agreement (LTA) for a single MLCC supply contract.
MLCCs are essential components that help regulate current flow within electronic circuits and prevent signal interference between parts. AI server MLCCs require more than 10 times the amount compared to those used in standard servers, and they must operate continuously under high-temperature and high-voltage conditions, making it a highly advanced, high-value-added market due to its technical difficulty.
Including this deal, Samsung Electro-Mechanics has signed LTAs with around 10 leading global companies and is actively pursuing further negotiations. Since May, the total value of long-term contracts for silicon capacitors and AI server MLCCs has reached approximately 3.32 trillion won, signaling an accelerated shift toward a portfolio focused on high-value components.
The demand for relevant components is expected to soar as investment in AI data centers expands. According to the financial investment industry, the AI server MLCC market, which was valued at 1.4 billion dollars last year, is projected to grow at an average annual rate of about 34%, reaching 5.8 billion dollars (approximately 8 trillion won) by 2030. Samsung Electro-Mechanics maintains a key position in the supply chain with a market share exceeding 40% in this sector.
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A Samsung Electro-Mechanics spokesperson commented, “This contract demonstrates global customers’ recognition of Samsung Electro-Mechanics’ technological prowess and supply stability,” adding, “We will further strengthen our leadership in the AI market by expanding the supply of high-reliability MLCCs for AI servers.”
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