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Samsung Electro-Mechanics plans to sign a 500 billion won large order for AI server MLCCs, and will partner with Sumitomo Chemical to develop glass substrate business.

2 hours ago

Samsung Electro-Mechanics is in final negotiations with a major U.S. tech firm over a supply contract for MLCCs (multi-layer ceramic capacitors) for AI servers. Worth around 500 billion won, the deal equals 10% of its component division’s annual revenue last year, making it an extremely large-scale order. Industry sources speculate the client is a leading player with significant clout in the data center sector. Each AI server requires 15,000 to 25,000 MLCCs—over 10 times the number used in a smartphone—with a unit price more than triple that of smartphone-grade MLCCs, earning the component the nickname "golden rice of the AI industry". Samsung Electro-Mechanics currently holds the No.2 position in the global MLCC market with a 20%+ share. The contract is expected to significantly boost its standing in the AI server MLCC market. Industry observers note the deal essentially secures quality validation from a global "big buyer", which will prompt other major tech firms to follow suit. Turning to its glass substrate business, Samsung Electro-Mechanics will formally sign a joint venture agreement with Japan’s Sumitomo Chemical this week. The two firms will invest a combined 500 billion won to set up a glass substrate JV, with Samsung holding a majority stake and contributing around 300 billion won. The JV will be based at the Pyeongtaek plant of Sumitomo Chemical’s South Korean subsidiary Dongwoo Fine-Chem, with production scheduled to launch in early next year. Glass substrates, which offer superior heat resistance to traditional plastic substrates and can accommodate more HBM (high-bandwidth memory) and GPUs, are hailed as "rule changers" for AI semiconductor packaging. Samsung Electro-Mechanics aims to lock in a high-quality supply chain in advance for mass production, while Sumitomo Chemical is using this partnership to enter the next-generation packaging materials market.

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US and South Korean Stocks Monday Price Preview: SK Hynix and Samsung Electronics Projected to Rise 2%, US Pre-Market to Fluctuate Sideways

During the weekend when traditional stock markets are closed, Trade.xyz—dubbed the "on-chain Nasdaq"—enables continuous trading and real-time price discovery via perpetual contracts, capabilities traditional finance cannot provide, pricing in advance the upcoming Monday’s U.S. and South Korean stock market moves. Popular U.S. stock assets on Trade.xyz have posted mixed performance compared to their Friday after-hours levels, and are expected to consolidate with minor fluctuations ahead of Monday’s pre-market. Their weekend performance is as follows: SpaceX is trading at $154.3, versus $152.769 in U.S. Friday after-hours trading; Micron Technology (MU) is at $1138.2, versus $1133.5 in Friday after-hours; SanDisk (SNDK) is at $2102.7, versus $2109 in Friday after-hours; NVIDIA is at $193.63, versus $192.71 in Friday after-hours; Marvell Technology (MRVL) is at $270.28, versus $265.248 in Friday after-hours; Intel is at $128.13, versus $127.62 in Friday after-hours; Alphabet (Google) is at $340.48, versus $336.15 in Friday after-hours; AMD is at $519.36, versus $518.7 in Friday after-hours. Popular South Korean stock assets on Trade.xyz saw slight gains on Saturday, and are expected to rise around 2% at Monday’s opening. Their weekend performance is as follows: Samsung Electronics is at $224.11, up from $221.17 in Friday’s closing price; SK Hynix is at $1786.1, up from $1741.37 in Friday’s closing price.

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Marc Andreessen: Zhipu AI’s GLM-5.2 Rivals Top U.S. Open Models, Large Language Model Capabilities Gradually Move Toward a Multipolar Competitive Landscape

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Michael Saylor has once again released updates for his Bitcoin Tracker, potentially signaling another round of BTC accumulation.

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Bank of America: Three key thresholds for US stocks to trigger a "full risk-off" this summer, with signals for these conditions already building up.

BofA Securities chief strategist Michael Hartnett outlined three thresholds for a "full risk-off" trigger this summer in his latest Fund Flow Report: the Mag7 ETF falling below $60, USD/JPY dropping below 110, and the yield curve inverting again. None of these conditions have been met yet, but related signals are building. U.S. stock funds posted a net outflow of $8.5 billion, the first such outflow since March, following a historic $119.2 billion net inflow. The divergence where hyperscale cloud providers continue to underperform chip stocks has pushed the sustainability of AI capital spending to the core of market debate: Apple’s MacBook price hikes and Microsoft’s Xbox price increases are both directly tied to rising memory costs. Rack memory prices at Vera Rubin have surged by 435% cumulatively, and Goldman Sachs forecasts AI capital spending could reach as high as $1.4 trillion by 2027. Hartnett’s core ongoing question is: How much further do cloud providers need to fall before the market starts pricing in capital spending cuts? U.S. equity funds have shifted ahead of the curve, with liquidity flowing out of tech giants and into cyclical assets including semiconductors, small-caps, housing, and REITs — a move the market interprets as a front-run bet on a policy shift toward "affordability". For asset classes, Hartnett believes gold remains highly valuable for allocation below $4,000, and going long on long-dated U.S. Treasuries is currently the most contrarian long-term trade. The U.S. dollar is only suitable for short-term holding rather than long-term allocation, while going long on emerging markets over the long term is his strategic stance. Since Fed Chair Waller took office on May 22, U.S. Treasuries have risen by 3.2% cumulatively, while stocks have fallen by 1.6%, with bonds outperforming significantly.

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Bank of America: There are three key thresholds for US stocks to trigger a full-scale risk-off move this summer; none of the conditions have been triggered yet, but relevant signals are accumulating.

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