# Who are Samsung Electro-Mechanics's customers? Who does Samsung Electro-Mechanics earn revenue from?
Canonical: https://valuechain.wiki/samsung-electro-mechanics · Facet: customers · Updated: 2026-07-12T04:18:19.127285+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Samsung Electro-Mechanics's confirmed revenue counterparties include 삼성전자, AMD, NVIDIA plus 5 undisclosed/aggregate relationships. Per the valuechain.wiki graph: 8 revenue edges, backed by 8 dated sources, 2 of them primary filings (as of 2026-07-12).

### 삼성전자 (high)  → /samsung-electronics.md
- metric: Revenue share ~28.6% · 2021 · Samsung’s share of Samsung Electro-Mechanics revenue
- note: Supplies MLCCs, IC substrates and camera modules to Samsung Electronics, its largest customer (~29%, diversifying).
- [confirms] CEO Score Daily (KO, news, published 2026-03-11) https://m.ceoscoredaily.com/page/view/2026031117140460520: "Samsung-related revenue ~KRW 3tn, ~29% (2021), now diversifying."
- [mentions] DART (FSS Electronic Disclosure) (KO, filing, published 2026-03-10) https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260310003071: "Samsung Electro-Mechanics business report: Package Solutions (FC-BGA) and Components (MLCC). FY2025 revenue ₩11.3T."
- [confirms] TheElec (KO, news, published 2026-01-31) https://www.thelec.kr/news/articleView.html?idxno=51302: "Samsung Electro-Mechanics added Broadcom to FC-BGA customers (after NVIDIA, AMD, Google, Amazon, Apple), supplying AI-accelerator substrates."
- [confirms] IB Tomato (KO, news, published 2025-09-01) https://www.ibtomato.com/ExternalView.aspx?type=1&no=16017: "World No.2 in MLCC (~25%, after Murata ~40%); 2024 MLCC revenue KRW 4.46tn."

### AMD (high)  → /amd.md
- note: Supplies FC-BGA substrates for AI accelerators (MI series).
- [mentions] DART (FSS Electronic Disclosure) (KO, filing, published 2026-03-10) https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260310003071: "Samsung Electro-Mechanics business report: Package Solutions (FC-BGA) and Components (MLCC). FY2025 revenue ₩11.3T."
- [confirms] TheElec (KO, news, published 2026-01-31) https://www.thelec.kr/news/articleView.html?idxno=51302: "Samsung Electro-Mechanics added Broadcom to FC-BGA customers (after NVIDIA, AMD, Google, Amazon, Apple), supplying AI-accelerator substrates."
- [mentions] Liberty Korea Post (Meritz Securities, Seung-soo Yang) (KO, research, published 2025-10-10) http://www.lkp.news/news/articleView.html?idxno=70173: "AMD among AI/hyperscaler customers alongside NVIDIA, AWS and OpenAI."

### 삼성전자 (high)  → /samsung-electronics.md
- note: Samsung Electronics is the top shareholder with 23.7% — a parent-like structure that is a stable ownership base, with both captive Samsung volume and external big-tech diversification riding on it.
- [confirms] News1 (KO, news, published 2026-04-24) https://www.news1.kr/industry/general-industry/6184148: "Samsung Electronics holds 23.7% of Samsung Electro-Mechanics."

### NVIDIA (high)  → /nvidia.md
- note: Supplies FC-BGA substrates for NVIDIA's AI accelerators — in a three-way oligopoly with Ibiden and Unimicron, NVIDIA GB200/GB300 volume flows into full utilization.
- [confirms] Newspim (Daishin Securities, Kang-ho Park) (KO, research, published 2026-06-10) https://www.newspim.com/news/view/20260610000089: "AI server FC-BGA demand from NVIDIA drives full utilization by end-2026; SEMCO is one of three global FC-BGA suppliers."
- [mentions] DART (FSS Electronic Disclosure) (KO, filing, published 2026-03-10) https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260310003071: "Samsung Electro-Mechanics business report: Package Solutions (FC-BGA) and Components (MLCC). FY2025 revenue ₩11.3T."
- [confirms] TheElec (KO, news, published 2026-01-31) https://www.thelec.kr/news/articleView.html?idxno=51302: "Samsung Electro-Mechanics added Broadcom to FC-BGA customers (after NVIDIA, AMD, Google, Amazon, Apple), supplying AI-accelerator substrates."
- [confirms] Liberty Korea Post (Meritz Securities, Seung-soo Yang) (KO, research, published 2025-10-10) http://www.lkp.news/news/articleView.html?idxno=70173: "NVIDIA GB200/GB300 NVL72 racks sharply raise MLCC usage; AI MLCC is shifting into shortage."

### Broadcom (mid)  → /broadcom.md
- note: New FC-BGA supply for advanced AI accelerators from 2H 2026.
- [mentions] Newspim (Daishin Securities, Kang-ho Park) (KO, research, published 2026-06-10) https://www.newspim.com/news/view/20260610000089: "Broadcom among big-tech customers building AI infrastructure that drives high-performance substrate demand."
- [mentions] DART (FSS Electronic Disclosure) (KO, filing, published 2026-03-10) https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260310003071: "Samsung Electro-Mechanics business report: Package Solutions (FC-BGA) and Components (MLCC). FY2025 revenue ₩11.3T."
- [confirms] TheElec (KO, news, published 2026-01-31) https://www.thelec.kr/news/articleView.html?idxno=51302: "Samsung Electro-Mechanics added Broadcom to FC-BGA customers (after NVIDIA, AMD, Google, Amazon, Apple), supplying AI-accelerator substrates."

### Apple (mid)  → /apple.md
- note: Supplies MLCC, substrates and other parts.
- [mentions] DART (FSS Electronic Disclosure) (KO, filing, published 2026-03-10) https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260310003071: "Samsung Electro-Mechanics business report: Package Solutions (FC-BGA) and Components (MLCC). FY2025 revenue ₩11.3T."
- [confirms] TheElec (KO, news, published 2026-01-31) https://www.thelec.kr/news/articleView.html?idxno=51302: "Samsung Electro-Mechanics added Broadcom to FC-BGA customers (after NVIDIA, AMD, Google, Amazon, Apple), supplying AI-accelerator substrates."

### Marvell (mid)  → /marvell.md
- note: Supplies silicon capacitors for AI accelerators.
- [mentions] DART (FSS Electronic Disclosure) (KO, filing, published 2026-03-10) https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260310003071: "Samsung Electro-Mechanics business report: Package Solutions (FC-BGA) and Components (MLCC). FY2025 revenue ₩11.3T."
- [confirms] TheElec (KO, news, published 2026-01-31) https://www.thelec.kr/news/articleView.html?idxno=51302: "Samsung Electro-Mechanics added Broadcom to FC-BGA customers (after NVIDIA, AMD, Google, Amazon, Apple), supplying AI-accelerator substrates."

### 앰코테크놀로지 (mid)  → /amkor.md
- note: Supplies package substrates to OSATs and packaging houses such as Amkor.
- [mentions] Amkor Technology IR (EN, ir, accessed 2026-06-20) https://ir.amkor.com/news-releases/news-release-details/amkor-technology-breaks-ground-new-semiconductor-advanced: "Amkor is a customer buying back-end equipment and substrates."

### ASE테크놀로지 (mid)  → /ase.md
- note: Supplies package substrates to OSATs such as ASE.
- [mentions] SEC EDGAR (EN, filing, published 2026-04-01) https://www.sec.gov/Archives/edgar/data/0001122411/000119312526135585/d50802d20f.htm: "ASE sources package substrates."

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