FC-BGA substrate · MLCC · Components
Samsung Electro-Mechanics
A component maker of FC-BGA semiconductor substrates and MLCC for AI accelerators. Began supplying AI-accelerator substrates in Q2 2025, shipping to NVIDIA, AMD, Apple and Marvell, with Broadcom added as a new customer for 2H 2026. FY2025 revenue ₩11.3T (operating profit ₩913B).
009150.KS Updated 2026-06-20
Samsung Electro-Mechanics₩11.3T
▸ Money out소재 공급사 (구리박·세라믹분말)○
Financials & Segments
- Total revenue · ₩11.3T (FY2025 consolidated; operating profit ₩913B, net income ₩731B)
- Operating profit · ₩913.3B
- Net income · ₩731B
- Customer concentration · Surging demand for AI-server FC-BGA and MLCC. Big tech's in-house chips drive substrate demand.
- Segments · Package Solutions · Components · Optics & Communication
Revenue from
- NVIDIA High confidence
Supplies FC-BGA substrates for AI accelerators.Mentions KO DART (FSS Electronic Disclosure) Published Mar 10, 2026: "Samsung Electro-Mechanics business report: Package Solutions (FC-BGA) and Components (MLCC). FY2025 revenue ₩11.3T."Confirms KO The Elec Published Jan 31, 2026: "Samsung Electro-Mechanics added Broadcom to FC-BGA customers (after NVIDIA, AMD, Google, Amazon, Apple), supplying AI-accelerator substrates." - AMD High confidence
Supplies FC-BGA substrates for AI accelerators (MI series).Mentions KO DART (FSS Electronic Disclosure) Published Mar 10, 2026: "Samsung Electro-Mechanics business report: Package Solutions (FC-BGA) and Components (MLCC). FY2025 revenue ₩11.3T."Confirms KO The Elec Published Jan 31, 2026: "Samsung Electro-Mechanics added Broadcom to FC-BGA customers (after NVIDIA, AMD, Google, Amazon, Apple), supplying AI-accelerator substrates." - Broadcom Medium confidence
New FC-BGA supply for advanced AI accelerators from 2H 2026.Mentions KO DART (FSS Electronic Disclosure) Published Mar 10, 2026: "Samsung Electro-Mechanics business report: Package Solutions (FC-BGA) and Components (MLCC). FY2025 revenue ₩11.3T."Confirms KO The Elec Published Jan 31, 2026: "Samsung Electro-Mechanics added Broadcom to FC-BGA customers (after NVIDIA, AMD, Google, Amazon, Apple), supplying AI-accelerator substrates." - Apple Medium confidence
Supplies MLCC, substrates and other parts.Mentions KO DART (FSS Electronic Disclosure) Published Mar 10, 2026: "Samsung Electro-Mechanics business report: Package Solutions (FC-BGA) and Components (MLCC). FY2025 revenue ₩11.3T."Confirms KO The Elec Published Jan 31, 2026: "Samsung Electro-Mechanics added Broadcom to FC-BGA customers (after NVIDIA, AMD, Google, Amazon, Apple), supplying AI-accelerator substrates." - Marvell Medium confidence
Supplies silicon capacitors for AI accelerators.Mentions KO DART (FSS Electronic Disclosure) Published Mar 10, 2026: "Samsung Electro-Mechanics business report: Package Solutions (FC-BGA) and Components (MLCC). FY2025 revenue ₩11.3T."Confirms KO The Elec Published Jan 31, 2026: "Samsung Electro-Mechanics added Broadcom to FC-BGA customers (after NVIDIA, AMD, Google, Amazon, Apple), supplying AI-accelerator substrates." - Samsung Electronics Medium confidence
Supplies components (MLCC, substrates) within the group.Mentions KO DART (FSS Electronic Disclosure) Published Mar 10, 2026: "Samsung Electro-Mechanics business report: Package Solutions (FC-BGA) and Components (MLCC). FY2025 revenue ₩11.3T."Confirms KO The Elec Published Jan 31, 2026: "Samsung Electro-Mechanics added Broadcom to FC-BGA customers (after NVIDIA, AMD, Google, Amazon, Apple), supplying AI-accelerator substrates."
Pays to
- 소재 공급사 (구리박·세라믹분말) Low confidence
Buys raw materials for FC-BGA and MLCC (copper foil, ceramic powder, etc.). Suppliers not disclosed.Mentions KO DART (FSS Electronic Disclosure) Published Mar 10, 2026: "Samsung Electro-Mechanics business report: purchases of key raw materials (ceramic powder, copper foil, etc.)."