Samsung Electro-Mechanics Co Ltd

009150: XKRX (KOR)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	LOCK\|$$>!S	LOCK\|fQ!W	LOCK\|YtrPB%

Semco Earnings: Better Visibility on AI Demand to Benefit High-End Components; Fair Value Up 42%

Kazunori Ito

Jan 26, 2026

Samsung Electro-Mechanics, or Semco, reported solid December-quarter numbers, with sales up 16.4% and operating margin improving year on year to 8.3% from 4.6%, driven by strong demand for artificial intelligence and automotive applications. The company expects this trend to persist into 2026.

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Samsung Electro-Mechanics Co Ltd

Semco Earnings: Better Visibility on AI Demand to Benefit High-End Components; Fair Value Up 42%

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