[Concall] Samsung Electro-Mechanics "Server MLCC Sales Double... Mass Production for AI Accelerators to Start Next Year"

On the 29th, during the conference call held after the Q3 earnings announcement, Samsung Electro-Mechanics stated, "Sales of server-oriented MLCCs are expected to more than double compared to last year," adding, "A significant portion of this is believed to be from artificial intelligence (AI) server sales, which are understood to be at a top-tier industry level."

They continued, "Next year, sales related to AI servers are also expected to achieve substantial growth comparable to this year's sales increase," emphasizing, "Our company will actively respond to growth markets focusing on high value-added products to achieve sales targets."

They further explained, "For server and AI FC-BGA (Flip-Chip Ball Grid Array), this year's sales are expected to grow about twofold compared to last year, mainly driven by CPU products, and mass production for AI accelerators is planned to begin," adding, "Next year, with the addition of mass production of AI accelerator products to server CPU products, sales of server and AI FC-BGA are expected to see significant growth compared to this year."