1Samsung Electro-Mechanics stock price
No. 1 — Samsung Electro-Mechanics stock price. On the lists of 7 of 8 AIs; median place there: 1. The stock swung hardest on its Nvidia-partner headline, and its big substrate spending plan is small next to its market value.
Did you know
Back in February 1988 the company developed Korea's first ultra-small multilayer ceramic capacitor (MLCC), size 1608. These tiny parts now sit by the thousands inside phones and AI hardware.
- What it is
- Korean maker of tiny electronic parts and chip substrates, named an Nvidia partner.
- Its edge
- Biggest headline-day swing: up 5.65% at the high, then closed down 1.97%.
- Who should know
- Useful for readers who want to see how a partner headline can fade by the close.
- Headline-day stock move+5.65% high, closed -1.97%
Why it is here
Samsung Electro-Mechanics plans to spend 4.27 trillion won on its Sejong plant through May 2028. That equals 43.6 percent of its consolidated equity at the end of 2025, a very large bet for one product.
The spending is split in two: 4.27 trillion won for the Sejong plant and 2.51 trillion won for the Vietnam subsidiary. Both go to expanding chip-substrate production, which the filing says runs until May 2028.
Did you know
In October 1996 its Suwon plant became the first in the global electronic components industry to obtain ISO 14001 environmental certification. In June 2006 it was also first in its sector to publish a sustainability report.
History
In March 1973, four companies signed a joint venture and technology transfer contract. In August 1973 the company was set up as Samsung-Sanyo Parts, a parts maker that started out as a partnership with Japan's Sanyo.
Keep in mind
Prices have been wild. One report says the stock rose over 300% in three months, then briefly fell on overheating worries. Its price-to-earnings ratio was reported above 200 times, so a lot of good news is already priced in.
Its AI substrate business depends on a few big tech customers. The big plant for these boards would not come online until 2028, and the investment decision was still due in Q3. If AI spending slows, sales could suffer.
Where to go further
Open the 53rd shareholder meeting reference PDF from the company's own site. Read the sales and operating profit pages first, then the risk section, to see how the company describes AI and server demand.