Gate News message, April 23 — Samsung Electro-Mechanics announced it can supply key components for AI data centers and is targeting increased orders in the second half. The company claimed to be the only supplier able to provide core component solutions for AI data centers, though it did not substantiate the claim.
Samsung Electro-Mechanics showcased multilayer ceramic capacitors (MLCCs) for AI servers, network components, automotive chips, power train systems, and ultra-thin power inductors. The company also held seminars on components for electric vehicles, autonomous driving, and AI infrastructure, drawing customers from multiple industries.
As the world’s second-largest MLCC manufacturer with roughly 20% to 25% global market share, Samsung Electro-Mechanics has positioned itself as a critical second source to Murata Manufacturing, which holds about 40% of the market. AI servers require 10 to 15 times more MLCCs than general-purpose servers, and AI-related MLCCs contributed 3% of the company’s revenue in 2023, rising to 9% in 2024, with expectations to exceed 10% in 2025. Production constraints remain tight, with typical yields at 60% to 70%, while demand for advanced flip-chip ball grid array substrates exceeds capacity by more than 50%.
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