Samsung Electro-Mechanics009155.KS

Electronics & physical infrastructure

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Latest on Samsung Electro-Mechanics

Featured · Hardware

AI racks need 600,000 capacitors each, so Samsung Electro-Mechanics is rationing its phone book

Nvidia's Vera Rubin racks carry about 600,000 MLCCs each, and buyers are locking in years of supply at rising prices. Samsung Electro-Mechanics has stacked 3.32 trillion won of AI contracts since May, even as its phone-side earnings forecasts got cut.

September 28, 2026 · 3 min read

Hardware
Murata walks away from phone and car capacitors to feed AI servers
Murata, the world's largest capacitor maker, has begun telling customers it will stop making some commodity and automotive MLCCs, freeing its factories for AI servers it dominates with Samsung Electro-Mechanics. TrendForce sees consumer-grade capacitor prices rising 25-30% in the fourth quarter as Yageo, Walsin and China's Viiyong absorb the orders the incumbents drop.
September 27, 2026 · 3 min read

Market snapshot

Latest on Samsung Electro-Mechanics

AI racks need 600,000 capacitors each, so Samsung Electro-Mechanics is rationing its phone book

Murata walks away from phone and car capacitors to feed AI servers