Seoul, Feb 2, 2026, 10:50 KST — Regular session
- Shares climbed roughly 4.8% in early trading, having briefly touched 300,000 won
- Move surged ahead despite a sluggish start for the broader market, with risk appetite remaining patchy
- Murata’s earnings report Monday is under close watch by investors looking for hints on MLCC pricing trends
Shares of Samsung Electro-Mechanics climbed 4.8% Monday, reaching 292,500 won by 10:40 a.m. The stock hit a session high of 300,000 won—its highest level in 52 weeks—before pulling back slightly. (Samsung Semiconductor)
The Korea Composite Stock Price Index (KOSPI) started off roughly 1% lower in the first 15 minutes, shaken by news of a new Federal Reserve chair nominee. Markets across Asia showed nerves, buffeted by volatile commodity prices and a busy slate of corporate earnings reports alongside key central bank meetings. (Korea Times)
Investors in Korea’s tech supply chain got a boost from fresh data underscoring strong demand. Government figures released Sunday revealed South Korea’s January exports surged 33.9% year-on-year, driven by a massive 102.7% increase in semiconductor shipments. Then on Monday, an S&P Global survey showed factory activity expanding, with new export orders hitting their highest level since April 2021. (Reuters)
Samsung Electro-Mechanics produces multilayer ceramic capacitors, or MLCCs—small components that stabilize power and signals in devices ranging from smartphones to cars and servers. The company also supplies chip package substrates and camera modules, linking its performance to the consumer electronics and data-center markets.
On Jan. 23, the company announced fourth-quarter sales of 2.90 trillion won alongside an operating profit of 239.5 billion won. Despite some IT clients reducing shipments for year-end inventory cuts, AI-driven revenue in components remained on the rise. The firm highlighted strong demand for high-end MLCCs and FC-BGA substrates, the advanced packaging boards crucial for servers and AI accelerators. (Samsung Semiconductor)
Broker sentiment remains upbeat. Last week, Hana Securities’ Kim Minkyeong described the recent dip as “a buying opportunity” in her note, upgrading her 2026 profit forecast. She pointed to tightening MLCC supply-demand in the latter half of the year, driven by growing AI server demand across various sectors. (Asiae)
That rapid climb to the 300,000 won cap highlights just how squeezed the market is. Plenty of positive news has already been factored into the price.
The downside is straightforward to map out. Should component prices fall back or the usual seasonal slowdown in handsets persist, earnings momentum could weaken—and high-multiple stocks typically take the hit first.
Murata Manufacturing Co., Ltd. is set to release its fiscal third-quarter results on Monday at 2:00 p.m. Japan time (tentative). Investors will be watching closely for any remarks on MLCC utilization and inventory levels that might hint at pricing trends. (Murata)
