Samsung Electro-Mechanics is accelerating a shift toward long-term supply contracts for AI server MLCCs, signing multiple multi-hundred-billion-won deals with global tech firms for 2027 delivery and expanding its role in the AI infrastructure market. Recent disclosures show a 295.12 billion won contract announced on July 23, plus a separate 450 billion won deal in June, bringing disclosed AI server MLCC contracts for 2027 to about 750 billion won and total AI server component agreements this year to over 2.25 trillion won when including a May 1.5 trillion won silicon capacitor deal. The company continues to claim a leadership position with a market share above 40% in AI server MLCCs, though it stops short of asserting sole first place. Industry observers note that the shift toward long-term agreements reflects the high barriers and reliability demands of AI-server components, and the trend has been accompanied by strong investor interest and notable stock moves. Deliveries for the 2027 contracts are planned to span the full year, underscoring the industry’s move from short-cycle orders to stable, long-duration supply arrangements. The counterparty identities are sometimes undisclosed due to confidentiality, emphasizing the global scale and sensitivity of these deals.