en.Wedoany.com Reported - Samsung Electro-Mechanics has signed a supply contract worth approximately 450 billion KRW with a major global technology company for multilayer ceramic capacitors (MLCCs) used in AI servers. The contract is valid for one year, from January 1 to December 31, 2027. Industry insiders note that such a large single order is relatively rare, reflecting tight supply and strong demand for AI server MLCCs.

MLCCs, often referred to as the "rice of the electronics industry," are core components used to store electrical energy and provide stable power to semiconductors, helping to eliminate signal interference (noise). In AI server environments requiring high computing performance, instantaneous power fluctuations can lead to performance degradation, making high-reliability MLCCs responsible for stable power control increasingly important.

Compared to general servers, AI servers require more than ten times the number of MLCCs. A single graphics processing unit (GPU) requires over 20,000 MLCCs, and a server rack can require up to 600,000. Due to the need to place a large number of components in a limited area, ultra-miniaturization is essential. Additionally, as heat generation rises sharply, MLCCs must withstand harsh conditions such as temperatures above 105°C, high voltages of 100V, and strong bending resistance.

Due to these technical barriers, only a few companies globally supply such products. Samsung Electro-Mechanics holds approximately 25% of the global MLCC market share, but in the technically demanding AI server MLCC market, it dominates with a share of over 40%.

Through its own materials and process technologies, Samsung Electro-Mechanics is continuously expanding its product line of AI server MLCCs featuring ultra-miniaturization, ultra-high capacitance, high temperature, and high voltage characteristics. Leveraging this large-scale contract as an opportunity, the company is engaging in various mid- to long-term negotiations with global customers and major large technology companies for expanded supply from 2027 and beyond, while accelerating its transition to a product portfolio centered on high-value-added products such as AI and automotive electronics.

Samsung Electro-Mechanics President Jang Deok-hyun (장덕현) stated that this contract demonstrates the recognition of Samsung Electro-Mechanics' MLCC technology as a core component in the AI era, and the company will take the lead in developing next-generation cutting-edge products that meet customer needs to capture the market.