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Samsung Electro-Mechanics Poised for Boom Cycle in 2026 — Market Talk

Provided by Dow Jones Dec 11, 2025, 5:40:00 AM

0525 GMT - Samsung Electro-Mechanics is poised for a boom cycle next year, fueled by strong demand for multilayer ceramic capacitors, Nomura's Eon Hwang and Heesoo Min write in a note. They expect the South Korean electronics-component maker's operating profit to jump 34% to 1.2 trillion won in 2026, with its MLCC segment likely to account for more than 70% of total earnings. The analysts forecast a shipment increase for both industrial and auto MLCCs, driven by demand for artificial-intelligence data servers and increased sales of plug-in hybrid cars and battery electric vehicles. High-end AI data servers use 10 times more MLCCs than other servers, they add. (kwanwoo.jun@wsj.com)

(END) Dow Jones Newswires

December 11, 2025 00:40 ET (05:40 GMT)

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