[Edaily Reporter SOYEON KIM ] SamsungElectroMechanics will supply multilayer ceramic capacitors (MLCCs) for artificial intelligence (AI) servers worth 4500억 won to a global big tech company. As demand for AI server components grows, SamsungElectroMechanics is establishing itself as a key component manufacturer.

On the 30th, SamsungElectroMechanics announced in a regulatory filing that it had signed an MLCC supply contract worth approximately 4500억 won with a global big tech company. The contract value represents 4% of the company’s recent revenue. The contract period is one year, from January 1 to December 31 of next year.

Although the identity of the contracting party has not been disclosed due to confidentiality agreements, industry sources believe it is one of the U.S. cloud service providers (CSPs).

An MLCC is a component that acts as a “dam,” storing electricity and releasing it in measured amounts. It helps semiconductors operate smoothly by stably supplying the necessary power to application processors (APs), graphics processing units (GPUs), and central processing units (CPUs). Demand for high-specification MLCCs is growing rapidly because high-performance AI servers require a higher level of power stability. The role of MLCCs, which are responsible for stable power control in AI server environments, has become even more critical.

SamsungElectroMechanics explained that, following this contract, it is engaged in various discussions with global clients and major Big Tech companies, including plans to expand supply starting next year. Accordingly, the company plans to steadily increase the proportion of its supply focused on high-value-added products such as AI and automotive electronics.

In particular, AI servers contain more than 10 times the number of MLCCs compared to standard servers. Typically, more than 20,000 are installed per GPU, and up to 600,000 can be installed per server rack. With mounting space limited but the number of components increasing significantly, ultra-compact products are essential. Furthermore, due to the increased heat generated by the high computational performance of AI servers, high-reliability products capable of withstanding harsh environments—such as high temperatures (105°C or higher), high voltage (100V), and high bending strength—are required.

SamsungElectroMechanics emphasized that due to these technical requirements, the AI server MLCC market has high barriers to entry, and supply is concentrated among a small number of companies even in the global market. Currently, SamsungElectroMechanics holds a 25% market share in the overall global MLCC market. In the highly technical AI server MLCC market, the company maintains its position as a global leader with a market share of over 40%.

Leveraging its proprietary material and process technologies, SamsungElectroMechanics is expanding its product lineup for AI servers, featuring ultra-compact, ultra-high-capacity, high-temperature, and high-voltage characteristics. Large-scale order contracts are generally rare in the MLCC industry. This underscores the fact that, despite a shortage of MLCCs for AI servers, demand remains high.

Jang Deok-hyun, President of SamsungElectroMechanics, stated, “This contract is a testament to the recognition of SamsungElectroMechanics’ MLCCs as core components in the AI era,” adding, “We will continue to lead the market by proactively developing next-generation, cutting-edge products tailored to customer needs.”