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What smart money is saying about Samsung Electro-Mechanics Co LtdSouth Korea flag

009150.KS · Technology · Hardware, Equipment & Parts · Market cap $65.03B

2 funds in our archive have pitched Samsung Electro-Mechanics Co Ltd — most recently Hood River CM Emerging Markets Fund in June 2026.

Company profile

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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Summarize with Warren AI
1
Reported positions
0
Bought
0
Sold
5
Letters

Position history

Between Q3 2025 and Q2 2026, 1 fund letter reported a position in Samsung Electro-Mechanics Co Ltd, with no move described.

Fund letters reporting a position in Samsung Electro-Mechanics Co Ltd, by quarter
QuarterLettersBoughtSoldTheses
Q2 20261001
Q3 20250001

Fund activity · 1 position

  • HoldsHood River CM Emerging Markets Fund
    June 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, LP
    June 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 Strategy
    June 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 Equity
    May 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 Fund
    June 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 Fund
    September 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.

    Read the full thesis

Read every full thesis on Samsung Electro-Mechanics Co Ltd

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