Samsung Electro-Mechanics Signs $200 Million AI Server MLCC Supply Contract
Samsung Electro-Mechanics has signed a $200 million contract to supply MLCCs for AI servers, covering the period from January 1, 2027 to December 31, 2027. The counterparty was not disclosed for commercial confidentiality. The global MLCC market is projected to reach RMB 132.6 billion by 2029, with a CAGR of about 6% from 2025 to 2029, according to the China Electronic Components Association. Domestic players like Torch Electron and Boqian New Materials are advancing in the high-end segment.
Samsung Electro-Mechanics has signed a supply contract worth $200 million for MLCCs used in AI servers, with the contract period from January 1, 2027 to December 31, 2027. The counterparty was not disclosed due to commercial confidentiality.
According to a forecast by the Information Center of the China Electronic Components Association, the global MLCC market is expected to reach RMB 132.6 billion by 2029, representing a compound annual growth rate of approximately 6% from 2025 to 2029.
Torch Electron produces civil-grade MLCCs covering mid-to-high-end applications such as power grids, electric vehicles, and rail transportation, and continues to pursue technological breakthroughs. Boqian New Materials specializes in high-end electronic specialty metal powder materials, including nano- and submicron nickel powder, which are primarily used in MLCC production and widely applied in consumer electronics, automotive electronics, and AI hardware.
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The event has a measured impact on 1 industry. The strongest current signal is positive for Electronic Components, with intensity 60/100 and 70% confidence over a medium term horizon.
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