Samsung Electro-Mechanics is negotiating a 700 billion KRW long-term agreement for AI server MLCCs, as AI servers require over 10 times more MLCCs than standard servers. The company's cumulative long-term contracts for silicon capacitors and AI server MLCCs could exceed 4 trillion KRW in the past four months.
The AI server boom is creating a supercycle for passive components, with Chinese MLCC makers poised to capture upside from tightening supply and accelerating domestic adoption.
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