Industry
DDR5 era begins; Samsung Electro-Mechanics seen benefiting as high-voltage MLCC leader
The start of the DDR5 memory era is expected to boost Samsung Electro-Mechanics, which has high-voltage MLCC production capabilities, as DDR5 module redesigns raise rated-voltage requirements to 25 volts. Industry expectations also reflect AI infrastructure expansion and growing AI server MLCC demand. Brokerages forecast record 2026 results, citing higher-value products, a continued duopoly with Japan\'s Murata, and growth in FC-BGA and industrial and automotive MLCC sales.