
What smart money is saying about Samsung Electro-Mechanics Co Ltd
2 funds in our archive have pitched Samsung Electro-Mechanics Co Ltd — most recently Hood River CM Emerging Markets Fund in June 2026.
Samsung Electro-Mechanics Co., Ltd. is a global producer and vendor of a diverse range of electronic components, with operations spanning South Korea, China, Southeast Asia, Japan, the United States, and Europe. The company's business activities are organized into three main segments: Component, Optics & Communication Solution, and Package Solution. Its product offerings encompass multilayer ceramic capacitors (MLCCs), power inductors, tantalum capacitors, and chip resistors, as well as camera modules, network modules, package substrates, and semiconductor packaging boards. In addition to its core electronics business, the firm also participates in the real estate market, including property and related software solutions. These components find application in numerous electronic products, such as those for the automotive sector, computers, displays, hard disk drives, mobile phones, networking infrastructure, servers, solid-state drives, tablets, and wearable technology. Founded in 1973, the company was initially named Samsung Electronic Parts Co., Ltd. before officially changing to Samsung Electro-Mechanics Co., Ltd. in February 1987. Its main offices are located in Suwon, South Korea.
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Position history
Between Q3 2025 and Q2 2026, 1 fund letter reported a position in Samsung Electro-Mechanics Co Ltd, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 0 | 1 |
| Q3 2025 | 0 | 0 | 0 | 1 |
Fund activity · 1 position
- HoldsHood River CM Emerging Markets FundJune 2026
“Samsung Electro-Mechanics (2.71%) was one of the Fund’s leading contributors during the quarter.”
Read the letterSamsung Electro-Mechanics Co Ltd
Also mentioned · 3
These funds discuss Samsung Electro-Mechanics Co Ltd — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedKathmandu Capital Kathmandu Partners, LPJune 2026
“Samsung Electro-Mechanics 新增的高階產能則要到 2027 年才會到位。”
Read the letterSamsung Electro-Mechanics Co Ltd - MentionedClearBridge Investments Emerging Markets StrategyJune 2026
“Not owning South Korea’s Samsung Electro-Mechanics was also detrimental as the stock rose more than four-fold on surging demand for its capacitors and packing substrates that enable AI servers and networking.”
Read the letterSamsung Electro-Mechanics Co Ltd - MentionedHL Emerging Markets EquityMay 2026
Named in a table in HL Emerging Markets Equity’s letter.
Read the letterSamsung Electro-Mechanics Co Ltd
Fund coverage · 2 theses
- Hood River CM Emerging Markets FundJune 2026
Samsung Electro-Mechanics benefits from an improving MLCC cycle driven by AI servers, automotive, and other higher-value applications.
Read the full thesis - Ariel International FundSeptember 2025
Samsung Electro-Mechanics Company, Ltd. is poised for sustained earnings growth, driven by rising Edge AI adoption, a shift towards higher-value components, and strategic investments in next-generation technologies.
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