- Published 2026.11.05 11:24
Manufacturing cooperation explored to ease global AI chip supply chain bottleneck
Samsung Electro-Mechanics expected to handle 1.5 trillion won order volume
Samsung Electro-Mechanics and Japan's Murata Manufacturing have secured silicon capacitor production capacity from Winbond Electronics, a Taiwanese memory chipmaker, according to industry sources. The move aims to meet surging demand for critical components driven by the expansion of the artificial intelligence (AI) semiconductor market and to ease bottlenecks in the global supply chain.
According to DigiTimes on Nov. 4, Samsung Electro-Mechanics and Murata are using Winbond's silicon capacitor manufacturing lines to fulfill orders from end customers.
As Winbond recently expanded into components for AI chips, the two companies have designated Winbond as a foundry partner and secured allocated production volumes.
Silicon capacitors are passive components mounted inside high-performance semiconductor packages such as graphics processing units (GPUs) for AI servers to stabilize power supply. They have lower signal loss in high-frequency environments and are thinner than conventional multilayer ceramic capacitors (MLCCs), making them advantageous for advanced semiconductor packaging.
As high-performance AI chips require more computation and consume more power, the importance of these components is rapidly increasing. The global silicon capacitor market is currently experiencing a supply shortage due to rising AI chip demand.
Investment bank Morgan Stanley estimated that excluding Taiwan TSMC's in-house production, the global silicon capacitor market would face a 57% supply shortfall this year.
Winbond began mass production of silicon capacitors in the second quarter of this year in response to this market environment. The company has introduced advanced processes and steadily expanded capacity to meet the power control performance required for next-generation AI chips.
Samsung Electro-Mechanics' move to secure production capacity is a preemptive measure to handle large order volumes. In May 2026, Samsung Electro-Mechanics signed a long-term supply contract worth approximately 1.5 trillion won (about $1.1 billion) with a major global customer for silicon capacitors.
The volume is scheduled for delivery from January 2027 to December 2028. Since silicon capacitors require semiconductor wafer processing, securing smooth foundry manufacturing capacity is essential to meet large order volumes.
Samsung Electro-Mechanics is accelerating its entry into the global AI supply chain by ramping up silicon capacitor mass production based on its strength in the MLCC business. After winning a large-scale supply contract in a market dominated by Japanese companies, the company is solidifying its position in the AI components market through manufacturing cooperation with a Taiwanese semiconductor firm.
(Dollar figures are approximate, converted automatically at 1,000 won = $0.738, the rate on Nov. 8, 2026.)
※ This article is an AI translation of the Korean original published by Korea Credit News; it was checked by automated quality guards and published by the English edition desk.
