Samsung Electro-Mechanics said this year's investment for expanding production facilities and more could more than double from a year earlier. It also expected investment over the next three years to increase sharply from the past.
Samsung Electro-Mechanics said at its first-quarter 2026 earnings conference call on the 30th that "demand for multilayer ceramic capacitors (MLCCs) for artificial intelligence (AI) servers and high-value package substrates is rising rapidly compared with earlier expectations, requiring a swift response," and stated accordingly.
The company said it is "actively pursuing supplementary and expansion investments centered on high-capacity, high-spec MLCCs for AI servers and high-value flip-chip ball grid array (FC-BGA) substrates for AI accelerators and networks," and added, "In new business areas such as silicon capacitors and glass substrates, we plan to invest preemptively to secure core technologies and build the business foundation." It went on to say, "To actively respond to mid- to long-term demand from big tech related to AI data centers, we are discussing mid- to long-term supply volumes with customers."