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

T2Covered by 1 source · first reported by JP/KR/TW: Korea Herald / Taipei Times / DigiTimes at 28 Oct, 23:57 UTC

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 components. It said demand was growing faster…