What did Samsung Electro-Mechanics agree to supply in its $215.8 million contract?

Samsung Electro-Mechanics agreed to supply multilayer ceramic capacitors for artificial intelligence servers to a global company. The customer was not identified because of a confidentiality agreement.

How long will Samsung Electro-Mechanics supply MLCCs under the new contract?

The supply agreement runs from January 2027 through December 2027. It is the sixth long-term supply agreement Samsung Electro-Mechanics has announced this year.

How fast is the AI server MLCC market expected to grow?

Goldman Sachs expects the global AI server MLCC market to expand at an average annual rate of about 34 percent, increasing from $1.4 billion in 2025 to $5.8 billion in 2030.

Samsung Electro-Mechanics wins $215.8 mil. AI server capacitor supply deal in US

Listen

Summary

Samsung Electro-Mechanics signed a 290 billion-won ($215.8 million) contract with a global company to supply multilayer ceramic capacitors for artificial intelligence servers. The agreement runs from January 2027 through December 2027, but the customer was not disclosed. The deal is the company’s sixth long-term supply agreement announced this year, as it expands its AI server component business.

Key Facts

Samsung Electro-Mechanics has signed long-term supply agreements worth a combined 3.9 trillion won this year covering silicon capacitors, MLCCs and inductors for AI servers.
MLCCs regulate and stabilize electrical current in circuits and are used in smartphones, personal computers, automotive electronics and AI servers.
AI server MLCCs require more advanced manufacturing technology than MLCCs used in mobile devices.
Goldman Sachs expects the global AI server MLCC market to grow at an average annual rate of about 34 percent, from $1.4 billion in 2025 to $5.8 billion in 2030.
Samsung Electro-Mechanics said it holds more than 40 percent of the global AI server MLCC market.

By Yonhap

Published Oct 6, 2026 2:18 pm KST

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

Samsung Electro-Mechanics said Tuesday that it has signed a 290 billion-won ($215.8 million) contract to supply multilayer ceramic capacitors (MLCCs) for artificial intelligence (AI) servers to a global company.

The electronic components unit of Samsung Electronics said the contract runs from January 2027 through December 2027.

The company did not disclose the customer, citing a confidentiality agreement.

The deal marks Samsung Electro-Mechanics' sixth long-term supply agreement announced this year.

The company has signed a series of long-term supply agreements worth a combined 3.9 trillion won this year, covering silicon capacitors, MLCCs and inductors for AI servers.

MLCCs are key electronic components that regulate and stabilize electrical current in circuits. They are widely used in smartphones, personal computers, automotive electronics and AI servers.

MLCCs designed for AI servers require more advanced manufacturing technology than those used in mobile devices.

According to Goldman Sachs, the global AI server MLCC market is expected to grow at an annual average rate of about 34 percent, from $1.4 billion in 2025 to $5.8 billion in 2030.

Samsung Electro-Mechanics is maintaining a leading position in the global AI server MLCC market, with a market share of more than 40 percent, according to the company.

Explore More