KRX · Korea
009150.KS Samsung Electro-Mechanics
MLCCs and FC-BGA substrates
Tight but sold off
Its supply chain is tightening but the stock is below its 50-day average — price and fundamentals disagree.
(automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-26
₩1,118,000
−0.36% today
1W
−4.4%1M
−21.8%3M
−16.9%YTD
+338.4%1Y
+464.1%Off 52w high
−50.8%Next earnings (est.): 2026-10-29
Market cap—
P/E (trailing)—Forward —
EV / sales—EV/EBITDA —
Revenue (TTM)—Growth — y/y
Margins—gross · op —
Free cash flow—Cash — · debt —
Analyst target—0 analysts
Riskβ Short — of float
Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.
009150.KS · price with what management and the data said
Supply tighteningBeat / raiseMiss / cutData releaseEasing
Hover a numbered marker for details · dashed lines = 50- and 200-day averages
Timeline: management commentary, data & earnings
0 eventsNo dated commentary yet for this stock.
Latest headlines
Auto-updated daily- Market Chatter: Nvidia, Tesla to Invest $2.80 Billion in Samsung Electro-Mechanics2026-10-22
- Samsung Electro-Mechanics and NVIDIA Announce Strategic Partnership to Supply ABF Substrates2026-10-21
- Samsung Electro-Mechanics plans Won2.51tn Vietnam investment2026-10-07
- Samsung Electro-Mechanics wins $210 mln MLCC supply contract2026-09-29
- Samsung Electro-Mechanics Co Ltd (XKRX:009150) (Q2 2026) Earnings Call Highlights: ...2026-07-30
- Samsung Electro-Mechanics Co Ltd (XKRX:009150) Q1 2026 Earnings Call Highlights: Strong Revenue ...2026-05-01
- Nvidia and Tesla back Samsung Electro-Mechanics substrate expansion2026-10-22
An AI server board uses many times the capacitors of a normal server, and the high-capacitance, high-temperature parts come mainly from Murata and Samsung Electro-Mechanics.
Ceramic powder→MLCC→Board→Server
What would prove us wrong. Weakens if lead times stay flat while AI server builds keep rising.
Peers at the same bottleneck
Who else supplies this
| Stock | Role | Last | 1D | 1M | YTD | Trend |
|---|---|---|---|---|---|---|
| 6981.T Murata Manufacturing | Largest MLCC maker; high-cap parts for AI servers | ¥6,201.0 | −1.18% | −20.4% | +93.7% | |
| 6976.T Taiyo Yuden | MLCCs and inductors | ¥8,572.0 | +2.49% | −3.6% | +146.0% | |
| 6762.T TDK | Passive components, MLCCs and power supplies | ¥2,585.5 | −1.49% | −11.9% | +18.9% | |
| 2327.TW Yageo | Capacitors and resistors (incl. KEMET) | NT$507.0 | 0.00% | −9.0% | +121.1% | |
| 2492.TW Walsin Technology | MLCCs and passives | NT$368.0 | 0.00% | +19.3% | +216.2% |
Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.