{"id":33626,"date":"2026-06-29T08:16:09","date_gmt":"2026-06-29T06:16:09","guid":{"rendered":"https:\/\/www.chinasmartbuy.com\/blog\/samsung-mlcc-server-ai-substrati-vetro\/"},"modified":"2026-06-29T08:16:10","modified_gmt":"2026-06-29T06:16:10","slug":"samsung-mlcc-server-ai-substrati-vetro","status":"publish","type":"post","link":"https:\/\/www.chinasmartbuy.com\/blog\/samsung-mlcc-server-ai-substrati-vetro\/","title":{"rendered":"Samsung vicina a un maxi ordine MLCC per server AI e accelera sui substrati in vetro"},"content":{"rendered":"\n\n<style>\n  :root {\n    --red: #CC1B1B;\n    --red-light: rgba(204,27,27,0.08);\n    --red-mid: #e84040;\n    --accent-soft-bg: rgba(204,27,27,0.07);\n    --accent-soft-border: rgba(204,27,27,0.18);\n    --text: #1a1a1a;\n    --text-muted: #666;\n    --card: #ffffff;\n    --border: #ebebeb;\n    --page-bg: #ffffff;\n    --surface-soft: #fafafa;\n    --surface-contrast: #f0f0f0;\n    --line-soft: #f5f5f5;\n    --soft-label: #bbb;\n    --muted-label: #999;\n    --copy: #333;\n    --font-head: 'Bebas Neue', sans-serif;\n    --font-body: 'DM Sans', sans-serif;\n    --heading-spacing: 0.04em;\n    --heading-weight: 400;\n    --spec-header-spacing: 0.08em;\n    --quickfacts-shadow: 0 10px 24px rgba(15,23,42,0.06);\n  }\n  .fbp5-wrap,.fbp5-wrap * { box-sizing:border-box; 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}\n  .fbp5-related-thumb-placeholder { width:100%; aspect-ratio:16\/9; display:flex; align-items:center; justify-content:center; background:linear-gradient(135deg,rgba(204,27,27,.10),rgba(204,27,27,.03)); color:var(--red,#CC1B1B); font-family:var(--font-head,'Bebas Neue',sans-serif); font-size:28px; letter-spacing:.04em; }\n  .fbp5-related-body { padding:12px; }\n  .fbp5-related-body span { display:block; margin:0 0 6px; color:var(--red,#CC1B1B); font-size:11px; font-weight:900; letter-spacing:.08em; text-transform:uppercase; }\n  .fbp5-related-body strong { display:block; font-size:15px; line-height:1.25; color:var(--text,#1a1a1a); }\n  .fbp5-related-body small { display:block; margin:7px 0 0; color:var(--text-muted,#666); font-size:13px; line-height:1.35; }\n  @media(max-width:720px) {\n    .fbp5-telegram-grid { grid-template-columns:1fr; }\n    .fbp5-related-grid:not(.fbp5-telegram-grid) { grid-template-columns:1fr; }\n    .fbp5-related-grid:not(.fbp5-telegram-grid) .fbp5-related-card { display:grid; grid-template-columns:112px minmax(0,1fr); align-items:stretch; }\n    .fbp5-related-grid:not(.fbp5-telegram-grid) .fbp5-related-card img,\n    .fbp5-related-grid:not(.fbp5-telegram-grid) .fbp5-related-thumb-placeholder { height:100%; min-height:92px; aspect-ratio:auto; }\n  }\n<\/style>\n<div class=\"fbp5-wrap rh-json-article\" id=\"rh-article-mqytqti3-pjjty\" data-rh-article-type=\"news\" data-rh-site-profile=\"china-smart-buy\">\n  <div class=\"fbp5-intro\">\n    \n    <p>Samsung Electro-Mechanics \u00e8 vicina a chiudere un ordine di circa <strong>500 miliardi di won<\/strong> per la fornitura di MLCC destinati a server AI, in trattativa con una grande azienda tecnologica statunitense attiva nei servizi cloud. L&#8217;intesa rafforza la posizione del gruppo in uno dei segmenti pi\u00f9 richiesti dell&#8217;hardware per data center.<\/p><p>Parallelamente, l&#8217;azienda punta ad accelerare anche sul fronte dei <strong>substrati in vetro per chip AI<\/strong>, con una joint venture insieme a Sumitomo Chemical. Il doppio investimento mostra una strategia chiara: presidiare sia i componenti passivi chiave per i server sia le nuove piattaforme di packaging avanzato.<\/p>\n  <\/div><figure class=\"wp-block-image size-large\" style=\"margin:18px 0;display:block;clear:both;width:100%;position:relative;z-index:1\"><a href=\"https:\/\/www.chinasmartbuy.com\/blog\/wp-content\/uploads\/2026\/06\/samsung-vicina-a-un-maxi-ordine-mlcc-per-server-ai-e-accelera-sui-substr-b3687c7e-3627-4b13-8e2b.webp\" target=\"_blank\" rel=\"noopener\" style=\"display:block;width:100%;position:relative;z-index:2;pointer-events:auto;cursor:zoom-in\"><img decoding=\"async\" src=\"https:\/\/www.chinasmartbuy.com\/blog\/wp-content\/uploads\/2026\/06\/samsung-vicina-a-un-maxi-ordine-mlcc-per-server-ai-e-accelera-sui-substr-b3687c7e-3627-4b13-8e2b.webp\" alt=\"\u4e09\u661f\u7535\u673a\u4e3a AI \u670d\u52a1\u5668\u8bbe\u8ba1\u7684\u8d85\u9ad8\u7535\u5bb9 MLCC\" loading=\"lazy\" style=\"display:block;max-width:100%;height:auto;margin:0 auto;pointer-events:auto\"><\/a><\/figure>\n  \n\n      <section class=\"fbp5-section\">\n        <div class=\"fbp5-section-label\">Mercato<\/div>\n        <h2>Samsung spinge sui MLCC per server AI con un contratto vicino ai 500 <span>miliardi di won<\/span><\/h2>\n        <p>La trattativa riguarda MLCC, cio\u00e8 condensatori ceramici multistrato, componenti fondamentali per alimentazione, filtraggio e stabilizzazione dei sistemi elettronici. Nei server AI il loro peso cresce perch\u00e9 le piattaforme ad alta densit\u00e0 richiedono pi\u00f9 capacit\u00e0, maggiore affidabilit\u00e0 e specifiche elevate soprattutto nelle sezioni di potenza.<\/p><p>Il valore dell&#8217;accordo si aggira intorno a <strong>500 miliardi di won<\/strong>, pari a circa <strong>320 milioni di euro<\/strong> al cambio attuale. L&#8217;azienda coinvolta non \u00e8 stata indicata, ma si tratterebbe di un operatore cloud con un ruolo di primo piano nel mercato dei data center.<\/p><p>Nel comparto MLCC per server AI, i prodotti di fascia alta stanno vivendo una fase di forte pressione sui prezzi. Le attese del mercato indicano aumenti nell&#8217;ordine del 50-60% su base annua per alcune categorie, con rialzi ancora pi\u00f9 marcati per i componenti ad alta capacit\u00e0 e oltre il 40% per diversi prodotti della terza alimentazione.<\/p>\n        <ul class=\"fbp5-bullet-list\"><li>Ordine in discussione per MLCC destinati a <strong>server AI<\/strong>.<\/li><li>Valore stimato del contratto: <strong>500 miliardi di won<\/strong>, circa 320 milioni di euro.<\/li><li>Cliente atteso: grande provider cloud statunitense attivo nei data center.<\/li><li>Pressione sui prezzi in aumento per i MLCC ad alte prestazioni richiesti dall&#8217;infrastruttura AI.<\/li><\/ul>\n        <div class=\"rh-quickfacts-grid\">\n      <div class=\"rh-quickfacts-card\">\n        <div class=\"rh-quickfacts-label\">Tipo di componente<\/div>\n        <div class=\"rh-quickfacts-value\">MLCC, condensatori ceramici multistrato<\/div>\n      <\/div>\n    \n      <div class=\"rh-quickfacts-card\">\n        <div class=\"rh-quickfacts-label\">Applicazione<\/div>\n        <div class=\"rh-quickfacts-value\">Server AI e infrastrutture data center<\/div>\n      <\/div>\n    \n      <div class=\"rh-quickfacts-card\">\n        <div class=\"rh-quickfacts-label\">Stato della trattativa<\/div>\n        <div class=\"rh-quickfacts-value\">Fase finale di negoziazione<\/div>\n      <\/div>\n    <\/div>\n        <div class=\"fbp5-highlight\">Il nodo pi\u00f9 interessante \u00e8 la combinazione tra volumi elevati e rincari dei componenti di fascia alta, segnale diretto della domanda in crescita nei data center AI.<\/div>\n        <div class=\"fbp5-info\">Nel mercato globale dei MLCC, Samsung resta uno dei nomi pi\u00f9 forti insieme a Murata, con una quota stimata tra il 22% e il 24% per ricavi nel 2025.<\/div>\n        \n      <div class=\"fbp5-scheda\">\n        <div class=\"fbp5-scheda-header\">Dati principali dell&#8217;operazione<\/div>\n        \n          <div class=\"fbp5-scheda-row\">\n            <div class=\"fbp5-scheda-key\">Azienda<\/div>\n            <div class=\"fbp5-scheda-val\">Samsung Electro-Mechanics<\/div>\n          <\/div>\n        \n          <div class=\"fbp5-scheda-row\">\n            <div class=\"fbp5-scheda-key\">Valore stimato<\/div>\n            <div class=\"fbp5-scheda-val\">500 miliardi di won<\/div>\n          <\/div>\n        \n          <div class=\"fbp5-scheda-row\">\n            <div class=\"fbp5-scheda-key\">Conversione indicativa<\/div>\n            <div class=\"fbp5-scheda-val\">Circa 320 milioni di euro<\/div>\n          <\/div>\n        \n          <div class=\"fbp5-scheda-row\">\n            <div class=\"fbp5-scheda-key\">Destinazione<\/div>\n            <div class=\"fbp5-scheda-val\">MLCC per server AI<\/div>\n          <\/div>\n        \n      <\/div>\n    \n      <\/section>\n    \n\n      <section class=\"fbp5-section\">\n        <div class=\"fbp5-section-label\">Strategia<\/div>\n        <h2>La joint venture sui substrati in vetro amplia la presenza di Samsung nella filiera dei chip AI<\/h2>\n        <p>Oltre ai MLCC, Samsung Electro-Mechanics prepara una joint venture con Sumitomo Chemical per produrre substrati in vetro destinati ai chip AI. L&#8217;investimento complessivo previsto \u00e8 ancora di <strong>500 miliardi di won<\/strong>, con Samsung pronta a detenere una quota di maggioranza e a investire circa 300 miliardi di won.<\/p><p>L&#8217;impianto dovrebbe sorgere nello stabilimento di Dongwoo Fine-Chem, controllata coreana di Sumitomo Chemical, a Pyeongtaek. L&#8217;avvio operativo della produzione \u00e8 atteso per l&#8217;inizio del 2028.<\/p><p>Per il settore \u00e8 un passaggio da seguire con attenzione, perch\u00e9 i substrati in vetro sono considerati una delle direttrici pi\u00f9 promettenti per il packaging di nuova generazione. In prospettiva possono offrire vantaggi su precisione, densit\u00e0 di interconnessione e gestione termica rispetto alle soluzioni tradizionali, aspetti cruciali per acceleratori e processori AI.<\/p>\n        <ul class=\"fbp5-bullet-list\"><li>Joint venture tra Samsung Electro-Mechanics e <strong>Sumitomo Chemical<\/strong>.<\/li><li>Investimento totale previsto: <strong>500 miliardi di won<\/strong>, circa 320 milioni di euro.<\/li><li>Quota Samsung: oltre il 50% con investimento di circa 300 miliardi di won, pari a circa 190 milioni di euro.<\/li><li>Avvio della produzione pianificato per l&#8217;inizio del 2028.<\/li><\/ul>\n        <div class=\"rh-quickfacts-grid\">\n      <div class=\"rh-quickfacts-card\">\n        <div class=\"rh-quickfacts-label\">Sito produttivo<\/div>\n        <div class=\"rh-quickfacts-value\">Pyeongtaek, nello stabilimento di Dongwoo Fine-Chem<\/div>\n      <\/div>\n    \n      <div class=\"rh-quickfacts-card\">\n        <div class=\"rh-quickfacts-label\">Obiettivo<\/div>\n        <div class=\"rh-quickfacts-value\">Substrati in vetro per chip AI<\/div>\n      <\/div>\n    <\/div>\n        <div class=\"fbp5-highlight\">La mossa non riguarda solo i componenti passivi: Samsung sta cercando spazio anche nelle tecnologie di supporto pi\u00f9 avanzate per i chip AI.<\/div>\n        <div class=\"fbp5-info\">L&#8217;espansione simultanea su MLCC e substrati in vetro mostra un approccio mirato ai punti della filiera dove la domanda AI sta crescendo pi\u00f9 rapidamente.<\/div>\n        \n      <div class=\"fbp5-scheda\">\n        <div class=\"fbp5-scheda-header\">Schema della joint venture<\/div>\n        \n          <div class=\"fbp5-scheda-row\">\n            <div class=\"fbp5-scheda-key\">Investimento complessivo<\/div>\n            <div class=\"fbp5-scheda-val\">500 miliardi di won<\/div>\n          <\/div>\n        \n          <div class=\"fbp5-scheda-row\">\n            <div class=\"fbp5-scheda-key\">Quota prevista di Samsung<\/div>\n            <div class=\"fbp5-scheda-val\">Maggioranza<\/div>\n          <\/div>\n        \n          <div class=\"fbp5-scheda-row\">\n            <div class=\"fbp5-scheda-key\">Investimento Samsung<\/div>\n            <div class=\"fbp5-scheda-val\">300 miliardi di won<\/div>\n          <\/div>\n        \n          <div class=\"fbp5-scheda-row\">\n            <div class=\"fbp5-scheda-key\">Inizio attivit\u00e0<\/div>\n            <div class=\"fbp5-scheda-val\">Primi mesi del 2028<\/div>\n          <\/div>\n        \n      <\/div>\n    \n      <\/section>\n    \n\n      <section class=\"fbp5-section\">\n        <div class=\"fbp5-section-label\">Scenario<\/div>\n        <h2>Il mercato MLCC resta centrale per data center, auto e industria con una <span>crescita sostenuta<\/span><\/h2>\n        <p>I MLCC restano tra i componenti passivi pi\u00f9 utilizzati in assoluto e trovano impiego in elettronica di consumo, comunicazioni, automotive, controllo industriale e infrastrutture IT. La spinta dell&#8217;intelligenza artificiale aggiunge un nuovo livello di domanda, soprattutto nei server, nei sistemi di rete e nelle piattaforme ad alta potenza.<\/p><p>Le stime citate indicano un mercato globale MLCC da circa <strong>134,1 miliardi di yuan<\/strong> nel 2026, in crescita del 16,5% su base annua, con possibile arrivo a 212,9 miliardi di yuan entro il 2030. Nel segmento dei MLCC ad alta specifica per server AI, la leadership viene attribuita soprattutto a Murata e Samsung, che si dividerebbero gran parte del mercato.<\/p>\n        <ul class=\"fbp5-bullet-list\"><li>Quota stimata di Samsung nel mercato MLCC globale 2025: <strong>22%-24%<\/strong> per ricavi.<\/li><li>Murata resta il riferimento principale con una quota stimata tra 28% e 30%.<\/li><li>Nel segmento AI server ad alta specifica, Murata e Samsung risultano i player dominanti.<\/li><li>La crescita della domanda coinvolge anche auto elettriche, IoT e automazione industriale.<\/li><\/ul>\n        <div class=\"rh-quickfacts-grid\">\n      <div class=\"rh-quickfacts-card\">\n        <div class=\"rh-quickfacts-label\">Mercato globale MLCC 2026<\/div>\n        <div class=\"rh-quickfacts-value\">Circa 134,1 miliardi di yuan<\/div>\n      <\/div>\n    \n      <div class=\"rh-quickfacts-card\">\n        <div class=\"rh-quickfacts-label\">Crescita annua stimata 2026<\/div>\n        <div class=\"rh-quickfacts-value\">+16,5%<\/div>\n      <\/div>\n    \n      <div class=\"rh-quickfacts-card\">\n        <div class=\"rh-quickfacts-label\">Mercato globale MLCC 2030<\/div>\n        <div class=\"rh-quickfacts-value\">Circa 212,9 miliardi di yuan<\/div>\n      <\/div>\n    <\/div>\n        <div class=\"fbp5-highlight\">Per chi segue l&#8217;hardware AI, il segnale \u00e8 chiaro: anche i componenti apparentemente meno visibili stanno diventando un collo di bottiglia strategico.<\/div>\n        <div class=\"fbp5-info\">L&#8217;interesse per i MLCC di fascia alta \u00e8 destinato a restare elevato finch\u00e9 server AI e acceleratori continueranno ad aumentare densit\u00e0 di potenza e complessit\u00e0.<\/div>\n        \n      <div class=\"fbp5-scheda\">\n        <div class=\"fbp5-scheda-header\">Numeri di riferimento del settore<\/div>\n        \n          <div class=\"fbp5-scheda-row\">\n            <div class=\"fbp5-scheda-key\">Quota Samsung 2025<\/div>\n            <div class=\"fbp5-scheda-val\">22%-24%<\/div>\n          <\/div>\n        \n          <div class=\"fbp5-scheda-row\">\n            <div class=\"fbp5-scheda-key\">Quota Murata 2025<\/div>\n            <div class=\"fbp5-scheda-val\">28%-30%<\/div>\n          <\/div>\n        \n          <div class=\"fbp5-scheda-row\">\n            <div class=\"fbp5-scheda-key\">Quota complessiva aziende cinesi continentali<\/div>\n            <div class=\"fbp5-scheda-val\">Circa 10,2%<\/div>\n          <\/div>\n        \n          <div class=\"fbp5-scheda-row\">\n            <div class=\"fbp5-scheda-key\">Crescita composta 2025-2030<\/div>\n            <div class=\"fbp5-scheda-val\">13,1%<\/div>\n          <\/div>\n        \n      <\/div>\n    \n      <\/section>\n    \n<section class=\"fbp5-section\" data-rh-related-section=\"1\">\n      <div class=\"fbp5-section-label\">Articoli correlati<\/div>\n      <h2>Altre notizie <span>da leggere<\/span><\/h2>\n      <div class=\"fbp5-related-grid\"><a 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rgba(249,115,22,.08)\">Via<\/a><\/div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Samsung Electro-Mechanics tratta un grande ordine di MLCC per server AI e investe anche nei substrati in vetro per chip di nuova generazione.<\/p>\n","protected":false},"author":9,"featured_media":33625,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_exactmetrics_skip_tracking":false,"_yoast_wpseo_focuskw_text_input":"Samsung MLCC server AI","footnotes":""},"categories":[480],"tags":[933,1129],"class_list":["post-33626","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news","tag-ai","tag-auto"],"blocksy_meta":{"styles_descriptor":{"styles":{"desktop":"","tablet":"","mobile":""},"google_fonts":[],"version":8}},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Samsung vicina a un maxi ordine MLCC per server 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