三星电机正推进向全球科技巨头供应价值5000亿韩元AI用MLCC

格隆汇06-28

三星电机(009150.KS)正计划向全球科技巨头供应规模达数千亿韩元的人工智能(AI)服务器用多层陶瓷电容器(MLCC)。据业界消息，三星电机正在与美国云服务提供商(CSP)就供应AI服务器用MLCC进行最后的谈判。据推测，合同规模在5000亿韩元左右。随着AI超级周期从半导体扩散到电子元件，三星电机的业绩改善也有望迎来更大动力。

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