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Thursday 3 September 2026
Samsung Electro-Mechanics eyes 30% MLCC price hikes, ABF up too
Samsung Electro-Mechanics (SEMCO) is set to expand the scope of its price increases, with market reports saying the company will raise direct-supply prices for multilayer ceramic capacitors...
Tuesday 1 September 2026
Samsung Electro-Mechanics discloses major MLCC supply deal tied to AI server demand
Samsung Electro-Mechanics disclosed on September 1 that it has concluded a single sales and supply contract worth KRW1.072 trillion (about US$778.9 million) for MLCCs, equal to 9.5%...
Tuesday 1 September 2026
Samsung Electro-Mechanics takes glass substrates to Semicon Taiwan
As AI packages grow larger, the next substrate battleground is rapidly extending from traditional organic materials to glass. Samsung Electro-Mechanics (SEMCO) will make its first...
Monday 17 August 2026
Samsung Electro-Mechanics, LG Innotek substrate lines near full capacity as AI demand rises

Samsung Electro-Mechanics (SEMCO) and LG Innotek pushed their semiconductor package substrate operations close to full capacity in...

Friday 14 August 2026
Samsung Electro-Mechanics glass substrate plan slips, with mass production now seen after 2028
Samsung Electro-Mechanics has again delayed its semiconductor glass substrate commercialization schedule after a prototype reportedly failed a customer's reliability review. The setback...
Friday 7 August 2026
China's MLCC supply chain ramps up as AI boom drives global component shortage

China's multilayer ceramic capacitor (MLCC) supply chain is accelerating capacity expansion as surging demand from AI servers and automotive...

Thursday 6 August 2026
Tesla taps Samsung Electro-Mechanics, LG Innotek for Cybercab camera modules, report says

Tesla has reportedly selected Samsung Electro-Mechanics and LG Innotek to supply camera modules for the Cybercab, a move that would give...

Tuesday 4 August 2026
Samsung Electro-Mechanics reportedly fast-tracks Philippine MLCC plant in wake of AI-driven price hikes

Samsung Electro-Mechanics (SEMCO) is reportedly pulling forward the start-up of its first overseas multilayer ceramic capacitor (MLCC)...

Monday 3 August 2026
Samsung Electro-Mechanics deepens AI supply-chain bet with new contracts, eyes glass substrate production in 2027
Samsung Electro-Mechanics used its second-quarter earnings call to signal that its bet on AI infrastructure is paying off and about to get bigger, pointing to a run of long-term supply...
Friday 31 July 2026
AI server boom reshapes MLCC pricing as capacity shifts upmarket

The rapid expansion of AI infrastructure is reshaping one of the semiconductor industry's most overlooked component markets. Soaring...

Friday 31 July 2026
Semco reportedly expands SoulBrain partnership to advance glass substrate materials for AI chip packaging

Samsung Electro-Mechanics (Semco) is broadening its collaboration with South Korean materials supplier SoulBrain beyond glass substrate...

Thursday 30 July 2026
Japan and South Korea MLCC makers signal further price hikes amid AI demand

Japan and South Korea's MLCC suppliers are again raising prices, signaling tighter supply conditions that could affect electronics...

Monday 27 July 2026
Samsung Electro-Mechanics starts pilot production of camera modules for humanoid robots in Vietnam, report says
Samsung Electro-Mechanics (Semco) has begun pilot production of camera modules for humanoid robots at its manufacturing base in Vietnam, Maeil Business Newspaper reported,...
Friday 24 July 2026
Samsung Electro-Mechanics wins US$200 million AI server capacitor order

Samsung Electro-Mechanics disclosed on July 23 that it signed a KRW295.12 billion (US$200 million) supply contract with a major global...

Monday 20 July 2026
Samsung struggles to secure AI chip substrates, report says

Samsung Electronics is reportedly facing difficulties securing large-format FC-BGA package substrates for custom AI chips, as suppliers...