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Industry

Samsung Electro-Mechanics evolves into an AI infrastructure company

Samsung Electro-Mechanics plans to execute investment over the next three years equivalent to the past decade, with companywide capital spending expected to more than double from a year earlier. Five brokerage houses raised target prices to 1.05 million to 1.10 million won from the 600,000-won range, citing analysis that a triple phase of price increases has begun. The investment is described as order-based spending backed by long-term supply agreements with AI big tech customers.

Industry

LG Innotek Q1 operating profit up 136 percent on year to 295.3 billion won

LG Innotek said on April 27 it posted first-quarter revenue of 5.53 trillion won and operating profit of 295.3 billion won. Revenue rose 11.1 percent and operating profit jumped 136 percent from a year earlier, with revenue the highest ever for a first quarter. From the previous quarter, revenue fell 27.3 percent and operating profit declined 9.1 percent. The company cited solid demand and strength in high value-added semiconductor substrates.

Industry

After AI chips, robots give components makers a double tailwind

Samsung Electro-Mechanics and LG Innotek have entered a new beneficiary phase in robotics, following AI server demand. Brokerages raised target prices for Samsung Electro-Mechanics and forecast its 2027 operating profit to exceed 2 trillion won, citing expectations of higher MLCC prices. LG Innotek is also expected to beat first-quarter profit forecasts as robot camera module supply expands. Both firms are seen shifting structurally toward B2B demand from data centres and robotics.