Samsung Electro-Mechanics profit doubles on AI server parts demand
ONP 요약
Samsung Electro‑Mechanics posted Q2 operating profit of 440.4 billion KRW, a 107% increase from the same period last year, driven by strong demand for AI server and automotive MLCCs. The company also secured long‑term supply contracts with major tech firms to address tightening supply and support future growth.
보수 성향:Supply‑chain focus — conservative outlets highlight tightening MLCC supply and the company’s strategy to secure long‑term contracts with big tech.
Samsung Electro-Mechanics reported its highest quarterly revenue on record for the April-June period, with sales of multilayer ceramic capacitors for AI servers and high-end semiconductor package substrates driving both growth and profitability.
Revenue reached 3.46 trillion won ($2.4 billion), up 24 percent from a year earlier, the company said Thursday.
Operating profit more than doubled to 440.4 billion won, exceeding the 413.6 billion won consensus compiled by Yonhap Infomax by 6.5 percent. ...
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