Samsung Electro signs AI server deal. Samsung Electro stock sits 38.48 percent below its high

Published on 10/12/2026 at 10:36 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Samsung Electro stock was KRW 1,487,000 on October 12, 2026. The supply term covers 2027, while six agreements total KRW 3.9 trillion this year.

Key points in brief

Samsung Electro-Mechanics signed a KRW 285.6 billion AI-server MLCC supply contract on October 6, 2026.
Six long-term supply agreements announced in 2026 total KRW 3.9 trillion.
Samsung Electro-Mechanics reported Q2 2026 revenue of KRW 3.4572 trillion and operating profit of KRW 440.37 billion.
Samsung Electro stock was KRW 1,487,000 on the KRX on October 12, 2026.

Samsung Electro, KR7009150004, Illustration mit AI erstellt.

Samsung Electro-Mechanics (ISIN KR7009150004) signed a KRW 285.6 billion contract for multilayer ceramic capacitors used in artificial intelligence servers on October 6, 2026. Chosun reported that the one-year supply agreement runs from January 1 through December 31, 2027, while the customer remains undisclosed.

Three dated growth signals

On September 29, 2026, Samsung Electro-Mechanics announced KRW 6.78 trillion of investments in flip-chip ball grid array production for AI-server substrates. The official Samsung Electro-Mechanics release allocated KRW 4.27 trillion to the Sejong site and KRW 2.51 trillion to Vietnam, with Sejong mass production scheduled for September 2028.

On July 30, 2026, the company held its investor-relations event for Q2 2026 earnings. The company disclosure dated July 9, 2026, states that the event covered Q2 2026 business results and analyst questions.

For Q2 2026, Samsung Electro-Mechanics generated revenue of KRW 3.4572 trillion and operating profit of KRW 440.37 billion. ATS View reported revenue growth of 24.2 percent year over year and an operating margin of 12.7 percent.

What the order means for margins

The October contract was Samsung Electro-Mechanics' sixth long-term supply agreement disclosed in 2026, lifting the announced total to KRW 3.9 trillion. The Korea Times reported that the contracts cover silicon capacitors, MLCCs and inductors, giving the company longer visibility into demand for high-value components.

The analyst view is also quantified. Aju Press reported on October 7, 2026, that DS Investment Securities raised its target price from KRW 1.60 million to KRW 2.60 million and retained a Buy rating. The firm projected third-quarter revenue of KRW 3.8728 trillion, up 34.1 percent year over year, and operating profit of KRW 651.6 billion, up 150.3 percent.

Stock price and upcoming calendar

Samsung Electro-Mechanics was last quoted at KRW 1,487,000 on the KRX on October 12, 2026 at 3:30 p.m. KST. The company operates in electronic components, including MLCCs, camera modules and semiconductor package substrates, with the KRX ticker 009150 and the KOSPI as its benchmark market.

Samsung Electro-Mechanics is positioned between current earnings delivery and capacity expansion. Q2 2026 operating profit of KRW 440.37 billion provides the latest reported base, while the projected Q3 operating profit of KRW 651.6 billion represents a KRW 211.23 billion sequential increase.

Market context: Market report KOSPI.