AI supply chain exposure splits Q3 outlook for Samsung, LG parts units
· Source: koreatimes.co.kr
In short
Exposure to the AI supply chain is dividing third-quarter earnings forecasts for LG Innotek and Samsung Electro-Mechanics. LG Innotek's profit outlook was cut 32.8 percent on currency-driven margin pressure and its optics-heavy sales mix, while Samsung Electro-Mechanics' estimate rose 6.2 percent thanks to diversified revenue and surging MLCC demand from AI servers. Samsung Electro-Mechanics has secured 3.9 trillion won in MLCC long-term contracts this year, over one-third of last year's total revenue.
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Tags: supply chain, electronics, semiconductors, components, earnings, AI servers