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Samsung Electro-Mechanics says AI customers are locking up 2027 MLCC and substrate supply

Jingyue Hsiao

Jingyue Hsiao

, DIGITIMES, Taipei

Oct 29, 2026, 07:57 0

Credit: AFP

Samsung Electro-Mechanics (SEMCO) told investors on October 28 that long-term agreements are expected to account for more than 60% of its multilayer ceramic capacitor (MLCC) revenue next year, showing how far ahead AI data center builders are reserving...

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