金色财经|6月 29, 2026 02:36
[Samsung Electro-Mechanics May Secure Major MLCC Order and Expand into Glass Substrates]
According to a report by Jinse Finance on June 29, citing comprehensive Korean media sources, industry insiders recently revealed that Samsung Electro-Mechanics is in the final stages of negotiations with a major U.S. technology company for an AI server MLCC supply contract valued at approximately 500 billion KRW (around 2.2 billion RMB). Additionally, the company plans to sign a formal agreement with Sumitomo Chemical in the near future to establish a joint venture (JV) for glass substrates. The two companies will invest 500 billion KRW, with Samsung Electro-Mechanics planning to hold a majority stake and invest approximately 300 billion KRW (around 1.32 billion RMB).
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