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Industry

Samsung Electro-Mechanics signs 300 billion won AI server MLCC supply deal with global major company

Samsung Electro-Mechanics secured an additional long-term supply contract worth about 300 billion won, as demand for AI server parts grows. The company said on Wednesday it signed a contract to supply MLCCs for AI servers to a global major company. The supply period runs for one year from Jan. 1 to Dec. 31, 2027. It said only a limited number of companies can supply such products due to design and durability requirements.

Industry

Amotech to supply MLCCs to global optical communications company

Amotech said it has entered the AI data centre supply chain by stepping up mass production of ultra-high-frequency broadband multi-layer ceramic capacitors used in high-performance optical networks. It said MLCCs are essential for high-speed signal processing in AI servers and optical communications equipment. The company plans to start supplying a U.S. optical communications company in the second half and add higher-priced ultra-broadband products in 2027.

Industry

AI chip glass substrate supply chain race enters round two, expands into materials alliances

Competition over glass substrates, a next-generation semiconductor packaging material, is shifting from individual company technology validation to a race to build supply chains led by materials alliances. Samsung Electro-Mechanics has moved to set up a 480 billion won joint venture with a Sumitomo Chemical group affiliate. The move sharpens its rivalry with SKC, whose unit Absolics has completed construction of a glass substrate mass-production line in Georgia.