Samsung Electro-Mechanics Could Post Above-Consensus 4Q Earnings -- Market Talk

Dow Jones12-09

0026 GMT - Samsung Electro-Mechanics could post above-consensus 4Q earnings thanks to solid demand for multilayer ceramic capacitors and substrates used in artificial-intelligence data servers and vehicles, Daiwa Capital analysts S.K. Kim and Daekoon Kim write in a note. Earnings at the electronics-component maker will likely continue to improve on tight MLCC supply next year, they say. The analysts expect MLCC prices to rebound from 2Q 2026, driven by high-end products amid tight inventories. They expect robust demand for AI data servers to continue through 2027. The factory utilization rate of the company is expected to remain above 90%, they add.(kwanwoo.jun@wsj.com)

(END) Dow Jones Newswires

December 08, 2025 19:26 ET (00:26 GMT)

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The analysts expect MLCC prices to rebound from 2Q 2026, driven by high-end products amid tight inventories. They expect robust demand for AI data servers to continue through 2027. 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Kim and Daekoon Kim write in a note. Earnings at the electronics-component maker will likely continue to improve on tight MLCC supply next year, they say. The analysts expect MLCC prices to rebound from 2Q 2026, driven by high-end products amid tight inventories. They expect robust demand for AI data servers to continue through 2027. The factory utilization rate of the company is expected to remain above 90%, they add.(kwanwoo.jun@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  December 08, 2025 19:26 ET (00:26 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"POST","symbol_name":"Post Holdings","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2590627623","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2590627623","pubTimestamp":1765239960,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0026 GMT - Samsung Electro-Mechanics could post above-consensus 4Q earnings thanks to solid demand for multilayer ceramic capacitors and substrates used in artificial-intelligence data servers and vehicles, Daiwa Capital analysts S.K. 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