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Investing.com-- Samsung Electro-Mechanics (KS:009150) said on Tuesday it had signed a 285 billion won ($210 million) contract to supply multilayer ceramic capacitors (MLCCs) and inductors to a global large company.
Strong Q2 results, driven by AI server and automotive MLCC demand, set the stage for a record-breaking Q3 as supply tightens and earnings momentum accelerates.
On July 6, a research report landed and immediately started moving stocks. Japan's Ibiden dropped as much as 10%. Kingboard Laminates fell 18% in Hong Kong. Samsung Electro-Mechanics slid 11% in Seoul. All three count Nvidia as a major client. The report alleged manufacturing delays had pushed ...
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