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[Disclosure] Samsung Electro-Mechanics (009150) – Future Business/Management Plan (Fair Disclosure) / 2026-07-03

Posted on July 3, 2026July 30, 2026 By K-STOCK Editor

Fact Source: Financial Supervisory Service DART

💡 3-Second Summary

Samsung Electro-Mechanics announced a long-term plan to invest approximately KRW 15T by 2040 to develop its domestic (Busan) facility into a core R&D and production hub for AI data center package substrates and high value-added MLCCs.

📊 [Summary of Key Disclosure Facts & Figures]

1. Plan Overview

  • Item: Mid-to-long term investment strategy
  • Purpose: Enhance competitiveness in package substrates and MLCCs for AI D/C (Data Centers)

2. Details and Investment Scale

  • Target Location: Domestic (Busan, South Korea)
  • Specific Details:
    • Investment in package substrates and MLCCs for AI D/C servers
    • Fostering the site as a core base for high-performance package substrates and high value-added MLCC mother lines
    • Operating as a core R&D investment hub
  • Expected Investment Amount: Approximately KRW 15T (KRW 15 Trillion)

3. Schedule and Expected Effects

  • Implementation Schedule: 2026-01-01 ~ 2040-12-31
  • Expected Effect: Transition to a high value-added components business centered on advanced technology growing alongside AI

4. Information Disclosure & Event Details

  • Disclosing Department: Planning Team IR Group
  • Event Name: Yeongnam Region High-Tech Industry Development Vision National Report Briefing
  • Disclosure Date & Time: July 3, 2026, 3:00 PM
  • Target Audience: Domestic and foreign investors, media, etc.

5. Other Key Investment Notes

  • The mid-to-long term investment plan is based on current market conditions.
  • It serves as a guideline to aid investor understanding, and the investment scale and schedule are subject to change depending on future market conditions and business environments.

📝 Editor’s Comment (Key Follow-up Checkpoint)

📌 Verification of Investment Plan Progress and Schedule Modifications

This disclosure serves as a long-term investment guideline extending to 2040, explicitly noting that the scale and schedule are subject to change depending on future market and business conditions. Verifying whether the investments proceed as outlined and tracking any potential modifications to the schedule or scale is essential for monitoring the status of the plan. The ongoing progress and plan updates can be verified through subsequent disclosures and regular official filings such as Quarterly, Half-Year, and Annual Reports.

📢 Disclaimer & Source Information

Source: This content was newly structured and generated based on official submission data from the Financial Supervisory Service’s Data Analysis, Retrieval and Transfer System (DART).

Investment Disclaimer: This content is provided solely for informational and linguistic reference purposes. Under no circumstances does it constitute financial advice or a recommendation to buy or sell any security. All investment decisions and financial liabilities rest entirely with the individual investor.

Contact: For compliance inquiries or copyright requests, please contact ksb220805@gmail.com.

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