A multilayer ceramic capacitor made by Samsung Electro-Mechanics [SAMSUNG ELECTRO-MECHANICS]
Samsung Electro-Mechanics and LG Innotek are emerging as unexpected winners in the AI era as they rapidly strengthen their presence in the supply chain for advanced semiconductor substrates used in GPUs and AI servers.
Both companies are expected to post record earnings this year, according to the securities industry on Wednesday.
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Daishin Securities projected Samsung Electro-Mechanics’ operating profit at around 1.5 trillion won ($1 billion), up 26.1 percent from last year.
