Key developments

1. Jul 25, 2026

   Samsung Electro-Mechanics expands long-term AI server MLCC contracts worth 300-450 billion won for 2027 delivery, maintaining over 40% market share.

   51 sources on this →
2. Jul 25, 2026

   KAIST and Nvidia launch a joint AI research institute backed by about $300 million over five years to develop agentic AI and Korean-specific models.

   56 sources on this →

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Photo: TubeTimeUS / Wikimedia Commons (CC BY-SA 4.0)

Korean Firms Expand AI Infrastructure Deals

Samsung Electro-Mechanics is expanding long-term contracts for AI server MLCCs, with recent deals around 300–450 billion won for 2027 delivery as it posts continued growth in AI infrastructure components and maintains a market share above 40%. The push toward sustained, large-scale supply agreements reflects a broader industry shift from short-term orders, with the company' s stock and strategic position responding to the robust demand from global AI data centers.

51 sources

Photo: NVIDIA — Wikimedia Commons / Wikimedia Commons

KAIST, Nvidia plan $300 million AI research institute

KAIST and Nvidia announced a joint AI research initiative, establishing the Nvidia-KAIST AI Joint Research Center/institute to develop agentic AI and language- and industry-specific models for Korea, backed by about $300 million over five years and $50 million in yearly computing resources. The collaboration will recruit and train Korean AI researchers, offer internships and permanent roles at Nvidia, and aim to secure foundational AI technologies and boost Korea’s industrial competitiveness.