Samsung Electro-Mechanics: AI customers lock up 2027 MLCC and substrate supply

Samsung Electro-Mechanics told investors on October 28 that long-term agreements will account for more than 60% of its MLCC revenue next year. AI data center builders are reserving capacitor and substrate supply well ahead for 2027.

• Long-term deals to exceed 60% of SEMCO's MLCC revenue in 2027
• AI data center builders are pre-booking capacitor and substrate supply
• The company disclosed the figures to investors on October 28