[Market Focus] Samwha Capacitor Jumps 25% on Soaring AI Demand Expectations

MLCC-related stocks such as Samsung Electro-Mechanics and Korchip rise together

Shares of Samwha Capacitor are strong as demand for artificial intelligence (AI) semiconductors surges, boosting expectations for multilayer ceramic capacitors (MLCC), a key component and the core of its business.

As of 10:48 a.m. on the 23rd, Samwha Capacitor was trading at 55,000 won, up 25.43% from the previous session. Shares of related companies such as Korchip (up 19.99%) and Samsung Electro-Mechanics (up 14.19%) are also rising.

The rally appears to reflect expectations of expanding demand for MLCCs, which control the stable flow of current in electrical circuits, as expansion of AI servers and data centers gets into full swing. This year, with even the possibility of supply shortages being raised, expectations for price increases are growing. Demand is rising as power consumption in data centers and servers increases with wider AI adoption, and there may also be replacement demand in smartphones and PCs as they are upgraded to AI devices.

According to the industry, each AI server is estimated to contain about 30,000 MLCCs, roughly 100 times more than a conventional server. It is also reported that humanoid and industrial robots require at least 10,000 MLCCs per device. As computing tasks become more complex, demand for high-specification MLCCs increases, and in a situation where supply is limited, raising prices could improve the profitability of related companies, fueling expectations.