AI capacitor shortage to peak in 2027, Samsung secures $656 mn deal

MLCC shortages for AI servers are expected to peak in early 2027, driven by surging demand for server CPUs, DDR5 memory, and networking gear. Samsung Electro-Mechanics secured a $656 million supply contract starting December 21, pushing its total long-term contracts this year to ~5.18 trillion won. Its Q3 revenue hit a record 3.76 trillion won, up 30% year-on-year.