Inside AI server bottleneck: Why Samsung Electro-Mechanics matters — but can’t celebrate yet

In the AI hardware boom, chips get the headlines. But inside every AI server, a quieter part is now driving supply risk and ...
아시아경제

Hanul Semiconductor Progresses in Developing 2nd-Generation MFS Mounter for Core MLCC Process... Targets AI Server and Automotive Applications

Hanul Semiconductor announced on September 15 that it is developing a second-generation Multi-Forming Stacker (MFS) mounter, which is used in the core process of manufacturing multilayer ceramic ...
Morningstar

Semco and Yageo’s Shares Undervalued; Premium Components to Support MLCC Suppliers’ Profitability

Samsung Electro-Mechanics, or Semco, is the global second supplier of multilayer ceramic capacitors, or MLCCs, which account for 45%-50% of Semco’s revenue and 70%-80% of operating income. MLCCs are ...