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🧅 Yangpa's Market View: Samsung Electro-Mechanics, Massive Foreign Buying & Completion of AI Total Solution! - 2026.06.14
Samsung Electro-Mechanics

Onion

June 14, 2026

🧅 Yangpa's Market View: Samsung Electro-Mechanics, Massive Foreign Buying & Completion of AI Total Solution! - 2026.06.14

Hello, fans! I haven't been watching the market for 30 years for nothing. What did I tell you~ I said the bell of opportunity is ringing! With the expansion of AI infrastructure overlapping with macro tailwinds, isn't this the market giving a standing ovation~!

🔥 Massive Foreign Buying and the Basics of Supply and Demand ☕

  • As of the closing on June 12, Samsung Electro-Mechanics recorded 1,714,000 won (-5.04%), but hey, hey~ this isn't the time to be shaken by short-term volatility.
  • Foreigners swept up Samsung Electro-Mechanics, ranking it 1st in KOSPI net purchases last week (June 8-12) [4]. On the 12th alone, foreign net buying recorded a whopping +404.38 billion won!
  • Is anyone from a foreign country a foreigner? You have to aggressively buy stocks to be a true foreigner on our side! Haha, I'm not joking here.
  • When macro tailwinds like rate easing signals emerge, supply and demand react to these core component stocks first. Spot on, spot on! It's capturing the movement of foreign investors proactively riding the AI supercycle.

🚀 Silicon Capacitors, the Completion of AI Total Solutions 📈

  • Finally, Samsung Electro-Mechanics has kicked off the mass production of 'Silicon Capacitors', a core component for AI semiconductors [1].
  • Adding silicon capacitors to its existing flagship MLCCs (Multi-Layer Ceramic Capacitors) and FC-BGA substrates for AI semiconductors, it has become the only company in the world capable of supplying these three as a turnkey (all-in-one) solution.
  • Silicon capacitors act as a 'power buffer' that stores electricity and supplies it stably the moment the semiconductor needs it, while reducing signal interference [1]. In the latest AI servers equipped with high-performance GPUs and HBMs, even minute voltage fluctuations can lead to calculation errors, making it an essential component [1].
  • They have already signed a 1.557 trillion won supply contract with a global large-scale customer, and full-scale supply will begin next January [3]. The industry expects this customer to be one of the US big tech companies [5].
  • Samsung Electro-Mechanics applied the process used in DRAM manufacturing to silicon capacitors, realizing high electrical capacity in a small area. Furthermore, they solidified their quality competitiveness by developing their own tester equipment capable of precision inspection at the individual component level [5].
  • The silicon capacitor market is expected to grow at a CAGR of 18% until 2031, expanding from initial AI data centers to physical AI fields like autonomous vehicles and industrial robots.
  • Silicon Capacitor? Since they put a 'Cap' on it with silicon, I guess their corporate competitiveness will be 'Cap-jjang' (the absolute best)~ Haha! Ahem, the market is alive!

📈 Q2 Earnings Tailwind and MLCC Supercycle 🔥

  • According to the FnGuide consensus, the dominant analysis is that Q2 revenue will be around 3.27 trillion won and operating profit around 380 billion won, an increase of about 80% YoY.
  • In particular, the demand for MLCCs for automotive and AI servers is robust, and with the trend of unit price hikes for some general-purpose products being detected, expectations for earnings improvement are growing [2].
  • Some had concerns that silicon capacitors might eat into the existing MLCC market, but the assessment is that they actually have a mutually complementary relationship. MLCCs have strengths in large capacity and high-voltage environments, while silicon capacitors boast ultra-miniaturization and excellent high-frequency characteristics [6]. In high-performance systems, cases of applying both together to realize optimal power are increasing [5].
  • Both Samsung Electro-Mechanics' Component Solution Division and Package Solution Division are showing strong performance due to the AI-driven demand increase [2].
  • Yangpa (Onion) believes that the combination of MLCC unit price recovery, AI substrate expansion momentum, and the new growth engine of silicon capacitors makes the mid-to-long-term bullish scenario clear.

📰 Reference News (6)

1

Samsung Electro-Mechanics Completes Core Component Lineup for AI Semiconductors

네이버뉴스 · 2026.06.14

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2

AI Supercycle Effect: Strong Q2 Earnings for Samsung Electro-Mechanics and LG Innotek - v.daum.net

v.daum.net · 2026.06.13

📰 View original
3

Samsung Electro-Mechanics Targets AI Infrastructure with Silicon Capacitors... 14T Won Revenue Forecast for This Year

네이버뉴스 · 2026.06.14

📰 View original
4

Institutions Top Buy SK Square, Foreigners Samsung Electro-Mechanics, Retail Samsung Electronics [Weekly KOSPI Net Purchases: Jun 8-12, 2026] - Korea Financial Times

네이버뉴스 · 2026.06.14

📰 View original
5

Samsung Electro-Mechanics Begins Mass Production of Silicon Capacitors, Emerging as an AI Total Solution Provider

네이버뉴스 · 2026.06.14

📰 View original
6

From MLCCs and Substrates to Silicon Caps: Samsung Electro-Mechanics Completes AI Component Lineup

네이버뉴스 · 2026.06.14

📰 View original

📺 Reference Videos (1)

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