三星电机称AI客户提前锁定2027年MLCC与基板供应

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 than expected despite capacity additions and that supply of both MLCCs and flip-chip ball grid array (FCBGA) substrates would tighten further in the fourth quarter.

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