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Industry

AI-driven component stocks stay firm despite memory swings

Samsung Electronics and SK Hynix have shown sharp volatility in South Korean trading, but Samsung Electro-Mechanics and LG Innotek have been less affected, as component demand is seen as separate from memory-price moves. Concerns rose after reports that memory content for Nvidia’s next-generation Vera CPU could be reduced, but the industry view is that the change reflects supply constraints rather than weaker demand. Long-term supply agreements are also spreading.

Industry

Samsung Electro-Mechanics signs 1.5 trillion won silicon capacitor supply deal

Samsung Electro-Mechanics said on Tuesday it signed a long-term silicon capacitor supply agreement with a large global company. The contract is worth about 1.5 trillion won and covers a two-year supply period from Jan. 1, 2027 to Dec. 31, 2028. The company said silicon capacitors are key components used in high-performance semiconductor packages for AI servers, helping stabilise power supply and reduce signal loss.

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.