Samsung Electro-Mechanics Wins Additional KRW 879.3 Billion in Orders as ‘AI MLCC’ Accounts for 6 of This Year’s 8 LTA Deals
IT DAILY ·
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Samsung Electro-Mechanics said 6 of the 8 LTAs it disclosed this year were MLCC contracts, and all included MLCCs for AI servers.
Samsung Electro-Mechanics signed a supply contract for MLCCs for AI servers with a global large company on the 30th, with the deal valued at KRW 879.3 billion and running from December 21 this year to December 21, 2027.
With this contract reflected, the cumulative value of long-term supply agreements disclosed this year rises to about KRW 5.18 trillion, making it the second-largest among this year's MLCC contracts.
Samsung Electro-Mechanics said AI server MLCCs accounted for a large share of its long-term supply agreements this year. A company official said that among the 8 LTA deals disclosed this year, 6 excluding silicon capacitors and package substrates were MLCC contracts, and all 6 included MLCCs for AI servers.
Against this backdrop, Samsung Electro-Mechanics said on the 30th that it had signed a supply contract for MLCCs for AI servers with a global large company. The new contract is worth KRW 879.3 billion.
The contract period runs from December 21 this year to December 21, 2027. The deal comes amid a series of consecutive contracts for MLCCs for AI servers.
The contract is the second-largest among MLCC long-term supply agreements disclosed this year. Samsung Electro-Mechanics said that of the 8 LTAs disclosed this year, 6 excluding silicon capacitors and package substrates were MLCC contracts, and all included MLCCs for AI servers.
With this contract reflected, the cumulative value of Samsung Electro-Mechanics' long-term supply agreements disclosed this year rises to about KRW 5.18 trillion. The cumulative amount includes MLCCs, silicon capacitors, inductors, and package substrates.
Samsung Electro-Mechanics signed a supply contract for MLCCs for AI servers with a global large company in September. The deal is worth KRW 1.0722 trillion, the largest among MLCC long-term supply agreements the company disclosed this year.
It added another long-term supply agreement in the same month. The additional contract covers MLCCs for AI servers and inductors, and is worth about KRW 285 billion.
Samsung Electro-Mechanics said MLCCs for AI servers require higher capacity and smaller sizes than those for general servers, and also need reliability in high-temperature and high-voltage environments. It also said its market share in MLCCs for AI servers exceeds 40%. A company official said demand for high-performance, high-reliability MLCCs is expanding as the AI industry grows, adding that the company plans to continue strengthening its supply competitiveness in MLCCs for AI servers.
Goldman Sachs put forward numerical estimates for the future expansion of the MLCC market for AI servers, forecasting that the market will grow from USD 1.4 billion in 2025 to USD 5.8 billion in 2030, with a compound annual growth rate of about 34% between 2025 and 2030.
Source: IT DAILY · Kim Byeong-ju
Original: https://www.itdaily.kr/news/articleView.html?idxno=242584
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Source: IT DAILY
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