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Photo: Samsung Electro-Mechanics Suwon campus |
[Alpha Biz= Kim Jisun] Samsung Electro-Mechanics has secured a KRW 1.56 trillion supply contract for silicon capacitors with a global major client, marking a significant step into the next-generation AI semiconductor components market.
According to a regulatory filing on May 20, the contract—worth KRW 1.557 trillion, or about 13.8% of the company’s annual revenue—will run from January 2027 through December 2028. The client and detailed terms remain undisclosed due to confidentiality agreements.
The deal represents the company’s first large-scale commercial success in its silicon capacitor business, a key growth area it has been actively developing.
Silicon capacitors are critical components used in high-performance semiconductor packages such as GPUs and high-bandwidth memory (HBM) for AI servers. They play a vital role in stabilizing power supply and minimizing signal loss.
Compared with traditional MLCC products, silicon capacitors offer over 100 times lower resistance (ESL/ESR), enabling superior performance in high-speed, high-density computing environments. Their ultra-thin, wafer-based structure also supports greater integration density and stable operation under high voltage and temperature conditions.
Industry observers view the contract as a breakthrough for Samsung Electro-Mechanics in entering the core AI semiconductor supply chain, a market dominated by a limited number of highly specialized players due to high technical barriers and stringent customer qualification requirements.
The company plans to expand applications beyond AI servers into autonomous driving systems and mobile devices, further strengthening its position in high-performance computing components.
Alphabiz Reporter Kim Jisun(stockmk2020@alphabiz.co.kr)
