Samsung Electro-Mechanics wins 879.3 bln-won AI server capacitor supply deal
Predicted impact: Medium
₩879B MLCC deal, about 7% of last year's revenue; already reported in recent items.
Samsung Electro-Mechanics삼성전기
009150 · KOSPI · ₩SEMCO · 삼성전기
₩1,196,000▼ ₩97,000 (7.50%)End-of-day · Oct 30, 2026 · End-of-day prices.
Price · 1Y +431.56%
- Market cap
- ₩89T
- Enterprise value
- ₩89T
- P/E
- 88.7×
- P/B
- 8.7×
- Dividend yield
- 0.2%
- ROE
- 9.8%
- Net margin
- 8.1%
Trailing 12 months from filed financial statements, as of H1 2026. Dividend yield: the 2025 dividend per share from the annual report ÷ today's price.
52-week range−50.5% from the high
₩201,000Today: ₩1,155,000 – ₩1,227,000₩2,417,000
Returns
- 1W+6.6%
- 1M−21.0%
- 3M+4.7%
- 6M+43.8%
- YTD+369.0%
- 1Y+431.6%
- Volume today
- 877,969
- 1.2× the 20-day average
- Traded today
- ₩1T
- Listed shares
- 74,693,696
- EPS (12 months)
- ₩13,489
- Earnings yield 1.1%
AI research · Update noteSamsung Electro-Mechanics Q3 Preliminary Operating Profit Rises 165.5% to ₩691.0BThe Q3 release is clearly strong: operating profit more than doubled from a year earlier and margins rose to roughly 18%.Read the full report →
Upcoming dates
Full calendar →🎁 Gift this stock
Send a friend ₩100,000 of paper money in this stock. They get it when they join.
Why is it moving?
−7.5% on Oct 30, 2026.
Samsung Electro-Mechanics signed a supply deal worth about 879.3 billion won (roughly 880 billion won) to make capacitors for AI servers, and its total long-term contracts this year reached about 5.2 trillion won. It also confirmed production of large semiconductor substrates in Vietnam for AI servers and data centers.
AI summary of the news and filings linked. It can be wrong; check them.
- Samsung Electro-Mechanics wins 879.3 bln-won AI server capacitor supply deal (Yonhap News Agency)
- Samsung Electro-Mechanics Signs ₩880B Supply Deal for MLCCs for AI Servers (Maeil Business Newspaper)
- Samsung Electro-Mechanics Wins ₩880B MLCC Contract, Bookings Top ₩5T This Year (Seoul Economic Daily)
- Samsung Electro-Mechanics wins ₩8,793 AI MLCC order; cumulative long-term contracts reach ₩5.2T (Yonhap News Agency)
- • Filing: Major sales or supply contract
- • Foreign investors sold a net ₩222B that day
Possible reasons, not certainties. Not financial advice.
Signals
Quiet- BuzzQuietBuzz 44 of 100 (50 is a normal day for this stock).
- SentimentPositiveNews: Large new AI server supply contract and Vietnam production news are positive, though the company's shares fell the prior day. Community: 0 bullish, 0 bearish posts this week.
- MomentumWeak-21.7% over the last month; the price is below its 20-day average.
- News impactHigh86 news items and filings in two weeks; 5 rated high impact, 35 medium.
- StreetSteady4 brokers, average target 98% from the price; last 30 days: 0 raised, 0 cut.
Signals describe activity, not recommendations. Not financial advice.
Knock-on effects
Samsung Electro-Mechanics Q3 operating profit ₩691B, a record high... "will grow significantly every quarter"
Hanmi SemiconductorContract with SEMCO, ~4% of revenue (FY26 report); moved with SEMCO on 11 of its 16 biggest days
LG InnotekMoves with SEMCO (corr 0.71); moved with SEMCO on 16 of its 16 biggest days
Samsung Electro-Mechanics Q3 Operating Profit at ₩691B, a Record High… Sustained MLCC and FC-BGA Demand Driven by AI Data Centers
Hanmi SemiconductorContract with SEMCO, ~4% of revenue (FY26 report); moved with SEMCO on 11 of its 16 biggest days
LG InnotekMoves with SEMCO (corr 0.71); moved with SEMCO on 16 of its 16 biggest days
[Update] Samsung Electro-Mechanics Posts Record Results on AI Demand; Operating Profit Up 165%
Hanmi SemiconductorContract with SEMCO, ~4% of revenue (FY26 report); moved with SEMCO on 11 of its 16 biggest days
LG InnotekMoves with SEMCO (corr 0.71); moved with SEMCO on 16 of its 16 biggest days
News about other companies that has, in the past, moved this stock too. Evidence-based, not a prediction.
Leveraged ETF flows
Estimated leveraged-ETF rebalance on Oct 30: sell ₩18B at the close (1.8% of 20-day average trading value)
On its 31 biggest days of the last 60 (moves of 3%+), the estimated pressure averaged 1.3% of trading value and pointed the same way 26 of 31 times.
- 2× KODEX Leverage −₩8.5B
- -2× KODEX 200 Futures Inverse 2X −₩5.6B
- -1× KODEX Inverse −₩1.3B
- 2× TIGER 200IT Leverage −₩666M
- 2× TIGER Leverage −₩657M
Mostly via futures: index funds hedge with KOSPI 200 / KOSDAQ 150 futures, spread here over the index's largest members by market value.
Final after the close. An intraday "if the close were now" estimate needs real-time prices, which we don't have yet.
Estimate based on ETF size and daily moves; actual trades may differ.
ETFs holding this
All ETFs →Held by 32 funds.
- TREX 2002.0%
- WON 2002.0%
- ACE 2002.0%
- ACE 200 TR2.0%
- ACE Leverage2×2.0%
- DAISHIN K2002.0%
- FOCUS 2002.0%
- HANARO 2002.0%
Estimated from the funds' index or underlying stock.
Futures and options
All stock futures →Futures (2026-11): 1,189,000
Basis −0.59% · implied rate −16.5%
Open interest 34,432 contracts
Options open interest: 5,183 calls, 6,091 puts (put/call 1.18)
Futures and options can lose more than you put in. Figures describe the market; they are not predictions or recommendations. Paper trading only.
Samsung Electro-Mechanics stock overview
Samsung Electro-Mechanics (삼성전기, KRX: 009150) is listed on KOSPI, in the Electronic components sector. The company manufactures passive components such as MLCCs, inductors and chip resistors, semiconductor package substrates, and camera modules, organized into three business divisions: Components, Package Solutions, and Optical Solutions. Its shares closed at ₩1,196,000 on Oct 30, 2026, down 7.50% on the day, giving it a market value of ₩89T.
Key facts
- Market cap
- ₩89T
- Sector
- Electronic components
- Latest price change
- −7.50%
- As of
- Oct 30, 2026
- Main business
- The company manufactures passive components such as MLCCs, inductors and chip resistors, semiconductor package substrates, and camera modules, organized into three business divisions: Components, Package Solutions, and Optical Solutions.
Quick answers about Samsung Electro-Mechanics
- What does Samsung Electro-Mechanics do?
- The company manufactures passive components such as MLCCs, inductors and chip resistors, semiconductor package substrates, and camera modules, organized into three business divisions: Components, Package Solutions, and Optical Solutions. Its main customer is Samsung Electronics and its subsidiaries, which accounted for roughly 27% of revenue, and its products serve smartphones, automotive, PCs, displays, and TVs. It operates production, sales subsidiaries, and sales offices across Korea, the Americas, Europe, Japan, China, and Southeast Asia.
- What is the market cap of Samsung Electro-Mechanics?
- The market capitalisation of Samsung Electro-Mechanics was ₩89T at the close on Oct 30, 2026.
- What is the analyst target price for Samsung Electro-Mechanics?
- The average target price of 4 brokers covering Samsung Electro-Mechanics is ₩2,362,500 (range ₩1,750,000 to ₩2,800,000), 97.5% above versus the latest price, based on each broker's latest public report within six months.
- Who are the largest shareholders of Samsung Electro-Mechanics?
- According to the latest official filings, the largest reported holders are National Pension Service (9.87%, as of Jul 1, 2026); BlackRockFundAdvisors (5.01%, as of Feb 20, 2026); VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND (1.09%, as of Jul 31, 2026).
- When is the next earnings report from Samsung Electro-Mechanics?
- Korean companies rarely announce results dates in advance. Based on when Samsung Electro-Mechanics filed the same report in past years, its next 3q results is expected around Nov 14, 2026.
- Does the National Pension Service own Samsung Electro-Mechanics?
- Yes. The National Pension Service held 9.87% of Samsung Electro-Mechanics shares as of Jul 1, 2026.
Company profile
The company manufactures passive components such as MLCCs, inductors and chip resistors, semiconductor package substrates, and camera modules, organized into three business divisions: Components, Package Solutions, and Optical Solutions. Its main customer is Samsung Electronics and its subsidiaries, which accounted for roughly 27% of revenue, and its products serve smartphones, automotive, PCs, displays, and TVs. It operates production, sales subsidiaries, and sales offices across Korea, the Americas, Europe, Japan, China, and Southeast Asia.
Written by AI from the company's latest annual report.
- Korean name
- 삼성전기
- Sector
- Electronic components
- Themes
- HBM & AI chipsChip testing & packagingGlass substratesOn-device AISmartphone partsAR, VR & XRSelf-driving
- Business group
- Samsung
- CEO
- 장덕현
- Founded
- Aug 1973
- Listed
- Feb 1979
- Listed shares
- 74,693,696
- Fiscal year ends
- Month 12
- Website
- www.sem.samsung.co.kr
Similar companies
- Doosan000150 · ₩13T₩891,000−7.28%
- Hanwha Systems272210 · ₩11T₩60,500−6.35%
- LG Innotek011070 · ₩7.7T₩326,000−6.19%
- Isupetasys007660 · ₩6.2T₩84,200−9.07%
- Daeduck Electronics353200 · ₩5.9T₩119,400−13.60%
- Simmtech222800 · ₩4.4T₩113,500−8.02%
- Leeno Industrial058470 · ₩4.3T₩56,100−9.08%
- LG Display034220 · ₩3.7T₩7,320−1.74%
Recent news
Samsung Electro-Mechanics Signs ₩880B Supply Deal for MLCCs for AI Servers
Predicted impact: Medium
₩880B MLCC deal is about 7% of last year's revenue; repeated across several reports.
Samsung Electro-Mechanics Wins ₩880B MLCC Contract, Bookings Top ₩5T This Year
Predicted impact: Low
MLCC contract of about 880B won (~7% of revenue) already reported; same deal repeated.
Recent filings
See all- Major sales or supply contractOct 30, 2026
- Preliminary earnings (consolidated)Oct 28, 2026
- Major sales or supply contractOct 19, 2026
- Investor relations (IR) eventOct 12, 2026
- Advance Notice of Earnings Results Disclosure (Informational Disclosure)Oct 12, 2026
Titles in Korean until English translations are added.
Also known as: Samsung Electro-Mechanics / 삼성전기 / 009150 / KRX:009150
Source: KRX statistical information