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Samsung Electro-Mechanics Co., Ltd · TradingView
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2026-10-03 – 2026-10-09
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Obviously Samsung Electro-Mechanics/Murata are main beneficiaries of AI server MLCC ramp. But companies with large market share of overall MLCCs like Taiyo Yuden, with less AI server share, would be a major beneficiary of this.
I think Samsung Electro-Mechanics is still undervalued.