Electronics

"Supplying Key 1005 and 47μF MLCCs to All Major Tech Companies’ New Platforms" – SamsungElectroMechanics Conference Call

Cho Yong Seok
2026-10-28 13:34:21
[Edaily Cho Yong Seok Reporter Choi Oh-hyun] "The company is currently supplying its flagship product, the 1005 47-microfarad (μF) MLCC, to all major tech companies’ new platforms and forecasts demand growth of approximately eightfold by 2027. It is also in close consultation with global tech clients regarding medium- to long-term roadmaps and demand. In line with the AI MLCC trend, the company is preparing to launch next-generation high-capacity products, and a significant portion of its medium- to long-term capacity (CAPA) is allocated to long-term supply contracts. Furthermore, MCCs for optical modules that enable high-speed connections to GPUs are expected to be a new growth driver in 2027, with revenue growth projected to be more than three times that of this year."
…SamsungElectroMechanics Q3 2026 Conference Call
A panoramic view of SamsungElectroMechanics’ Suwon plant. (Photo: SamsungElectroMechanics)

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