Il n’y a pas que les semi-conducteurs qui profitent du boom de l’IA
Samsung Electro-Mechanics 近日与一家跨国公司签署了一份价值接近 8 亿美元的创纪录合同，向其供应用于 AI 服务器的 MLCC（多层陶瓷电容器）。这份合同期限为一年，三星电机称其为公司历史上规模最大的长期 MLCC 供货协议。
MLCC 是电子设备中关键的被动元件，广泛用于电源稳定和信号滤波。随着 AI 服务器需求快速增长，这类基础元器件也同步受益，说明 AI 热潮带来的不仅是芯片厂商的订单，相关电子零部件供应链同样迎来显著机会。
三星电机此次拿下的大单，反映出 AI 基础设施扩张正在向上游延伸：从算力芯片、服务器整机，到电容器等关键元件，整个产业链都在加速放量。对韩国电子产业而言，这类高价值长期供货合同也意味着更稳定的收入来源和更强的议价能力。
Samsung Electro-Mechanics has signed a record supply deal worth nearly $800 million with a multinational company to provide MLCC capacitors for AI servers. The one-year contract is, according to the South Korean company, the largest long-term MLCC supply agreement it has ever concluded.
The deal highlights how the AI boom is benefiting not only semiconductor makers, but also component suppliers tied to server infrastructure. MLCCs, or multilayer ceramic capacitors, are essential electronic parts used to stabilize power and support the high-performance systems that power AI workloads.
Samsung Electro-Mechanics did not disclose the customer’s identity, but said the agreement underscores strong demand for AI-related hardware.
Samsung Electro-Mechanics a signé un contrat record de près de 800 M$ avec une multinationale pour la fourniture de condensateurs MLCC pour serveurs d’IA. D’une durée d’un an, il s’agit du plus important contrat de fourniture de MLCC à long terme jamais conclu, selon l’entreprise coréenne. Samsung Electro-Mechanics a signé un contrat de fourniture de […]
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Samsung Electro-Mechanics signed a near-$800M, one-year record contract to supply MLCC capacitors for AI servers, highlighting that the AI boom is also driving demand in key hardware components beyond semiconductors.
Samsung Electro-Mechanics — MLCC and electronic components supplier, South Korea.
Unnamed multinational customer — Purchaser of AI-server MLCC components (not specified), global.
[Monitor] — Large, long-term MLCC commitments signal sustained AI infrastructure capex and potential pricing/supply shifts in passive components.