Samsung Electro-Mechanics achieved its highest quarterly results ever this year in the third quarter, driven by increased sales of multilayer ceramic capacitors (MLCCs) for AI servers and semiconductor package substrates.
As global tech giants expand their investments in AI data centers, demand for high-value electronic components has risen, pushing both revenue and operating profit to all-time highs.
Samsung Electro-Mechanics disclosed on Wednesday that it recorded consolidated revenue of 3.7633 trillion won and an operating profit of 690.9 billion won in the third quarter this year.
Revenue increased by 30.3% and operating profit by 165.5% compared to the same period last year. Both revenue and operating profit represent record-high quarterly figures.
The drivers behind the earnings growth were high-value MLCCs for AI servers and semiconductor package substrates. High-performance semiconductors installed in AI servers consume significant power, increasing the importance of MLCCs that supply current stably.
Samsung Electro-Mechanics is expanding its supply of high-capacity, high-reliability MLCCs for AI servers while advancing the shift toward higher-value product configurations.
The semiconductor package substrate business also benefited from the expansion of AI demand. This was due to increased demand for high-specification package substrates that connect chips and motherboards, as the performance of semiconductors for AI accelerators and servers improved.
Samsung Electro-Mechanics is expanding its supply of high-value products centered on flip-chip ball grid arrays (FC-BGA).
By business segment, the Component Solutions division, which handles MLCCs, recorded revenue of 1.883 trillion won. Revenue for the Package Solutions division, which produces semiconductor package substrates, and the Optical Solutions division, which handles camera modules among other products, was 939 billion won and 941.3 billion won, respectively.
Meanwhile, Samsung Electro-Mechanics is scheduled to hold a conference call for its third-quarter earnings announcement at 1 p.m. on the same day.
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