In fact, Samsung Electro-Mechanics is a B2B company that might be somewhat unfamiliar to the general public. However, the components they produce are essential for all electronic devices in our lives, from smartphones to AI servers and autonomous vehicles. Behind this incredible surge is the explosive development of AI technology, coupled with Samsung Electro-Mechanics’ unique technological prowess.

FC-BGA and MLCC: Core of the AI Supercycle

The most powerful driver behind Samsung Electro-Mechanics’ stock price increase is undoubtedly Artificial Intelligence (AI). In particular, high-performance semiconductor substrates like FC-BGA (Flip-Chip Ball Grid Array) and MLCCs (Multi-Layer Ceramic Capacitors), often called the ‘rice’ of all electronic devices, are playing a significant role. As demand for AI server and data center components explodes, the value of these two core components continues to rise.

• FC-BGA: With the surging demand for AI accelerator chips, the importance of FC-BGA, which quickly and stably connects high-performance chips and memory, has grown even further. Samsung Electro-Mechanics is projected to become the global leader in this field through large-scale additional investments.
• MLCC: Increased demand related to AI semiconductors and data centers is intensifying the supply shortage. The rising demand for industrial MLCCs acts as a factor that increases the possibility of price hikes, significantly contributing to the improvement of the MLCC business unit’s operating profit margin.

Record-Breaking Performance Outlook and Stock Price Surge

Securities firms are currently showing immense interest in Samsung Electro-Mechanics. KB Securities has significantly raised Samsung Electro-Mechanics’ target price by a whopping 75%, from the previous ₩600,000 to ₩1.05 million. Daishin Securities also increased its target price to ₩920,000, analyzing that the company will achieve record-high performance for two consecutive years.

The basis for such optimistic forecasts is clear. Samsung Electro-Mechanics’ earnings per share (EPS) for 2026 and 2027 are expected to increase by 10.2% and 18.2% year-on-year, respectively, and its Q1 revenue is projected to rise by 12% and operating profit by 35% compared to the same period last year. Especially with the rapid increase in the proportion of AI server-向け MLCCs, product margins are estimated to be over 30%, making a significant performance explosion an almost natural progression.

Preparing for the Future by Strengthening Win-Win Cooperation

Samsung Electro-Mechanics does not simply rest on its current prosperity. On April 28, 2026, it laid a solid foundation for the future by holding the ‘2026 Win-Win Cooperation Day’ at the Ramada Plaza Hotel in Suwon. President Jang Duck-hyun highlighted the high growth of the AI industry and the advancement of autonomous driving systems as key opportunities, emphasizing the importance of creating competitive products with differentiated technology alongside partner companies.

• Patent Disclosure: Starting this year, Samsung Electro-Mechanics will fully open its patents to partner companies to support the improvement of their product and technological competitiveness.
• Technology Exchange and Market Development Support: For the first time, an exhibition of partner companies’ products and technologies was held to share the latest technology trends and explore collaboration opportunities. Furthermore, the company plans to support the commercialization of exhibited technologies and the development of domestic and international markets.
• Expansion of Support Programs: Existing win-win cooperation programs, including financial support, ESG management consulting, technology protection, and specialized training, are being further strengthened to enhance the practical competitiveness of partner companies.

Samsung Electro-Mechanics’ win-win strategy appears to be a move to strengthen technological alliances in advanced markets such as AI and automotive electronics, ultimately ‘freeze-drying’ the competitiveness of the entire ecosystem. Synergy with partner companies will inevitably lead to Samsung Electro-Mechanics’ own growth.

Samsung Electro-Mechanics is riding the massive wave of the AI supercycle towards record-breaking performance. With its unique technological prowess in core components and a win-win strategy preparing for the future, Samsung Electro-Mechanics is truly experiencing its heyday. We look forward to the vision they will create in the future.

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Samsung‘s key keyword for 2026 was ‘AI’

If you’ve seen Samsung Electronics’ recent New Year’s address, you’ll know that 2026 has been declared the ‘First Year of AI Innovation’. They really emphasized that AI is no longer an option but a core business. I think this shows a strong commitment that AI will be at the center of all their businesses.
In fact, Samsung is expanding the application of AI beyond Galaxy smartphones to various products including TVs, home appliances, cars, and IoT devices. They are not just adding a few features; they are envisioning a big picture of innovating our entire daily lives with AI.

Semiconductor Business Takes Flight Thanks to AI? “HBM is Key!”

The semiconductor market was struggling for a while, wasn’t it? But recently, the atmosphere has changed dramatically. Especially with the explosive increase in demand for AI semiconductors like High Bandwidth Memory (HBM), Samsung Electronics’ DS (Device Solutions) division is reportedly seeing significant performance improvements.
What truly surprised me personally was that Samsung Electronics emphasized a ‘one-stop semiconductor structure’ that encompasses logic, memory, foundry, and advanced packaging. They say this will be the most powerful weapon in the AI era, so I’m even more excited for the future.

Galaxy AI, The Truth Behind the ‘Call Screening’ Feature Controversy?

Have you all tried the ‘Galaxy AI‘ features included in the latest smartphone, the Galaxy S26 series? From real-time call translation to photo editing, there are so many amazing features.
However, recently, there was some dissatisfaction among users of older models because news broke that some AI features, like ‘AI Call Screening,’ would only be applied to the S26 series. I also use an older Galaxy model, so I was a little disappointed.
But on the other hand, factors like rising semiconductor prices led to an increase in the launch price of last year’s foldable phones and the S25 Edge model. Looking at this, it makes me realize that applying new technologies and pricing products is not an easy task.

Samsung‘s ‘Win-Win’ Strategy, Drawing the Future Together with Partners

In this era, it’s not enough for a company to do well on its own. Samsung seems to place great importance on co-growth with its partners. Recently, through events like ‘DS Division Win-Win Cooperation DAY,’ they shared business strategies and technology roadmaps and even awarded outstanding partners.
It was truly reassuring to hear that they are running customized programs such as financial support, technology, and human resource assistance to enhance the competitiveness of their partners. The saying that the core competitiveness of the AI era is completed when we unite as ‘one team’ was very impressive.
So, how was it looking at the latest news from Samsung today? It was really fascinating to see how quickly they are changing, centered around the keywords of AI, semiconductors, and win-win cooperation.
I personally can’t wait to see what innovations Samsung will surprise us with next. Let’s all watch together!

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