Samsung Electro-Mechanics, LG Innotek rally as AI parts shortage starts to lift prices

Samsung Electro-Mechanics and LG Innotek have become the latest focus of Korea’s AI hardware rally as a long-running bet on AI server components turns into a more urgent call on orders, supply shortages and possible price increases.

The two stocks were already up sharply before this week, but the rally gained new force Friday.

Samsung Electro-Mechanics closed at 2.127 million won, up 15.04 percent from the previous session, while LG Innotek ended at 1.458 million won, up 28.57 percent.

That push ...