companies / KRX
Samsung Electro-Mechanics (SEMCO)
Samsung 集團旗下 PCB / 元件子公司；Intel 玻璃基板雙領跑者之一，2026-04 進入 pre-mass production phase [2]。Samsung 集團內玻璃載板由 SEMCO 主導（非母公司 Samsung Electronics）。
近 30 天股價
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題材歸屬
- 被動元件漲價題材 — AI 伺服器點燃 2026 新一輪漲價循環hotPrimary
全球 MLCC
- TGV 玻璃基板題材 — Intel GCS 與 TSMC CoPoS 兩條獨立路線watchPrimary
Samsung Electro-Mechanics (SEMCO)，與 Intel 並列「進入 pre-mass production phase」(DigiTimes 2026-04-14)
- TGV 製程設備鏈 — 8 大步驟拆解，雷射 + 蝕刻是良率瓶頸最厚的商機hotPrimary
Samsung Electro-Mechanics (SEMCO)；與 Intel 並列「pre-mass production phase」；Sejong pilot line 由 LPKF 供設備、2027 量產
財報 highlight
| 期別 | Revenue (USD) | EPS | 毛利率 | YoY | Source |
|---|---|---|---|---|---|
| 2026Q1 | $3209.11B | — | 20.6% | +17.20% | yahoo-finance2 |
| 2025Q4 | $2902.14B | — | — | — | yahoo-finance2 |
| 2025Q3 | $2889.04B | — | — | — | yahoo-finance2 |
| 2025Q2 | $2784.63B | — | — | — | yahoo-finance2 |
競爭對手
新聞 timeline
- Samsung Electro-Mechanics Co., Ltd. (009150.KS) - Yahoo Finance2026-06-04 · finance.yahoo.com
Find the latest Samsung Electro-Mechanics Co., Ltd. (009150.KS) stock quote, history, news and other vital information to help you with your stock trading
- 009150: Samsung Electro-Mechanics Co Ltd Stock Price Quote2026-06-04 · bloomberg.com
Stock analysis for Samsung Electro-Mechanics Co Ltd (009150:Korea SE) including stock price, stock chart, company news, key statistics, fundamentals and
- Samsung Electro-Mechanics Stock Price Today | KS: 009150 Live2026-06-04 · investing.com
Samsung Electro-Mechanics Co., Ltd. manufactures and sells various electronic components in Korea, China, Southeast Asia, Japan, the Americas, and Europe.
- 009150 Stock Price Quote | Morningstar2026-06-04 · morningstar.com
# Samsung Electro-Mechanics Co Ltd 009150. Samsung Electro-Mechanics is the global second supplier of multilayer ceramic capacitors, which account for about 45% of Semco’s revenue and 70% of operating income. MLCCs are necessary to stabilize and control electric flow, and thus necessary for all electronic circuits. We believe the robust demand for MLCCs, mainly from smartphone and automotive manufacturers, will be the driver of Semco’s growth in the midterm. Semco will be one of the beneficiaries of the increasing high-end MLCC demand from the smartphone, auto, and information infrastructure industries. Competition with Taiwanese and Chinese suppliers may intensify as the technological gap narrows, and Semco may struggle from the price decline of MLCCs. Transparency is how we protect the i
- Samsung Electro-Mechanics - Wikipedia2026-06-04 · en.wikipedia.org
Samsung Electro-Mechanics (SEM, 삼성전기) is a multinational electronic component company headquartered in Suwon, Gyeonggi Province, South Korea.