[Stock in Focus] Kochip Surges as 32-Year Samsung Electro-Mechanics Partner Amid AI Semiconductor-Driven MLCC Boom

Shares of Kochip, a company specializing in electronic components, are showing strong performance. As demand for artificial intelligence (AI) semiconductors surges, the operating rate at Samsung Electro-Mechanics’ factories-where multilayer ceramic capacitors (MLCC), a key component, are produced-has reached 100%. This has drawn attention to Kochip’s 32-year collaboration with Samsung Electro-Mechanics in the MLCC business.

As of 9:52 a.m. on December 10, 2025, Kochip's stock price was up 3.95% from the previous day, trading at 16,020 won. During intraday trading, the price soared as high as 16,840 won, a 9.00% increase from the previous day. The company’s long-standing partnership with Samsung Electro-Mechanics, distributing and selling supercapacitors since 1992, appears to be a positive factor.

Kochip has grown by focusing on distributing MLCCs and manufacturing supercapacitors. Leveraging patented technology for ultra-compact chip cells and in-house process capabilities, the company has secured the ability to develop customized products for its corporate clients.

Meanwhile, Samsung Electro-Mechanics has decided to build a new factory in the Philippines for the first time in 14 years, as global big tech companies are placing a flood of MLCC orders. With the operating rate at existing factories virtually at 100%, the company determined that it would be difficult to meet the surging demand with current facilities. Only four companies-including Samsung Electro-Mechanics, Murata of Japan, and Taiyo Yuden-produce high-performance MLCCs suitable for AI semiconductors requiring ultra-high-speed computation. Among these, Samsung Electro-Mechanics, known for its advanced technology, is reportedly receiving the bulk of the orders.