[Edaily Cho Yong Seok Reporter Choi Oh-hyun] "Market conditions and earnings growth trends are expected to continue in 2027, following the fourth quarter. Strong demand for AI next year is expected to further exacerbate the tight supply-demand situation for MLCCs and package substrates. Demand for high-value-added products—such as high-capacity, high-voltage MLCCs and large-area, high-layer-count FC-BGA (package substrates)—is also expected to increase significantly, and the upward trend in average selling prices is projected to continue for a considerable period.

For MLCCs, we will further strengthen our market leadership by expanding the development of ultra-high-capacity products for AI data centers and new embedded-related products, while focusing on expanding high-value products—such as large-size, ultra-high-capacity, and high-temperature models—for Advanced Driver Assistance Systems (ADAS). We will also continue to pursue strategies such as expanding long-term supply contracts and managing selling prices in consideration of supply and demand conditions. For silicon capacitors, we will actively expand sales and profitability by entering new application areas and diversifying our customer base.

For packaged substrates, we will expand our penetration into major tech clients with new high-value-added products, such as embedded substrates incorporating differentiated technologies and substrates for AI accelerators. We will maximize revenue through proactive production capacity expansion based on customer demand and strengthen profitability through strategic pricing that takes supply and demand conditions into account. We will also proceed without delay with additional production capacity expansion to support mid- to long-term growth. As a result, we expect to achieve record-breaking performance in 2027, with significant earnings growth every quarter starting from the first quarter."
…From SamsungElectroMechanics’ Q3 2026 earnings call on the 28th.