[Market Focus] Samwha Capacitor Up 19% on Expectations for MLCC Market Recovery

Shares of companies related to multilayer ceramic capacitors (MLCC), such as Samwha Capacitor, are showing strong performance amid expectations for an improvement in the MLCC market.

As of 10:32 a.m. on September 3, 2025, Samwha Capacitor's stock price had risen 19.2% from the previous day to 31,650 won. During intraday trading, it climbed as high as 32,500 won, challenging the annual high of 32,800 won recorded in February. Shares of other related companies, such as Samsung Electro-Mechanics (up 1.71%), are also on the rise.

This trend appears to reflect optimism about growing demand for MLCCs, which control the stable flow of current in electrical circuits. There is even speculation that supply shortages could occur in 2026. Demand is increasing as power consumption rises in data centers and servers due to the expanded application of artificial intelligence (AI), and replacement demand for AI devices may also emerge in the smartphone and PC sectors.

Analysts say that with limited supply and rising demand, companies may be able to raise prices, ultimately leading to potential earnings growth.

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