Samsung Electro-Mechanics Focuses on Silicon Capacitors
2026-06-15
Samsung Electro-Mechanics is accelerating its transformation from a traditional MLCC leader into a comprehensive AI core component solutions provider. The company launched silicon capacitor sample shipments in 2024, positioning the technology as a core new growth engine for the AI era. On May 20, 2026, Samsung Electro-Mechanics announced a two-year silicon capacitor supply contract with a global large-scale tech company, valued at approximately 1.5 trillion won (about RMB 6.8 billion), covering January 1, 2027 through December 31, 2028. This marks the first large-scale commercial order for Samsung Electro-Mechanics' silicon capacitor business and its largest single contract to date.
Technical Barriers and Ultra-Precision Process
Because this field requires both semiconductor wafer processing and passive component manufacturing capabilities, the technical entry barrier is extremely high and customer certification processes are stringent. The market was previously dominated by a handful of players including Japan's Murata Manufacturing and Taiwan's TSMC. Leveraging ultra-fine process technologies accumulated in MLCC and FC-BGA package substrate fields, Samsung Electro-Mechanics successfully overcame mass production challenges for high consistency and high reliability, breaking into the core supply chain.
Customer Expansion
Samsung Electro-Mechanics began full-scale entry into the silicon capacitor market and started customer shipments last year. Its products have been supplied to Marvell, a leader in custom ASICs, for AI accelerators, and are also used in Samsung Electronics' Exynos 2600 mobile application processor packaging. Industry observers widely speculate that the customer behind the 1.5 trillion won order is a major U.S. technology company. Samsung Electro-Mechanics CEO Jang Deok-hyun stated that this contract establishes the company's position as a "comprehensive AI core component solutions provider," and that it will continue expanding its product portfolio and deepening cooperation with global leading enterprises.
Market Outlook
As AI server data processing volumes surge and power consumption rises sharply, power supply stability and signal integrity have become central to industrial competition, driving rapid growth in silicon capacitor demand. Samsung Electro-Mechanics plans to use this major order as a springboard to expand its supply scope from AI servers to autonomous driving systems, mobile terminals, and high-performance computing (HPC) scenarios. Beyond silicon capacitors, the company is simultaneously developing FC-BGA package substrates and other AI server core components, with its FC-BGA substrate already qualified into Nvidia's supply chain and scheduled for mass production in Q2 2026.
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