Samsung Electro-Mechanics has signed a large-scale supply contract for “silicon capacitors,” a key component that supports power stabilization in artificial intelligence (AI) semiconductors.

On the 20th, Samsung Electro-Mechanics disclosed that it had signed a silicon capacitor supply contract worth about KRW 1.5 trillion with a global big tech company. According to the company, the contract period is two years, from 1 January 2027 to 31 December 2028.

This contract is the first achievement from the silicon capacitor business that Samsung Electro-Mechanics is fostering as a new growth driver. Silicon capacitors are ultra-small, high-performance components produced by processing silicon wafers. They function like water tanks that store electricity and discharge it when needed, and conversely store excess electricity to protect electronic devices, effectively serving as a type of buffer. In particular, silicon capacitors are embedded inside high-performance semiconductors such as graphics processing units (GPUs) for AI servers and high bandwidth memory (HBM), playing a role in enhancing the stability of power supply. With AI driving a sharp increase in semiconductor data processing volumes, power consumption has also surged, and silicon capacitors contribute to power stabilization by preventing sudden spikes in power.

Until now, the silicon capacitor market has been oligopolized by a small number of companies, including Taiwan’s TSMC and Japan’s Murata, due to high technological entry barriers and demanding customer certification procedures. Leveraging its ultra-fine processing capabilities accumulated in existing multilayer ceramic capacitor (MLCC) and substrate businesses, Samsung Electro-Mechanics has successfully entered this market. Starting from this large-scale contract, the company plans to diversify its customer base beyond AI servers into high-performance computing fields such as autonomous driving systems and mobile devices.

Jang Duck-hyun, President of Samsung Electro-Mechanics, said, “This contract will serve as an important milestone in solidifying Samsung Electro-Mechanics’ position as a key component supplier in the AI era,” adding, “We will expand our product lineup and strengthen cooperation with global customers going forward.”

Popular News