Samsung Electro-Mechanics ended higher in the after-market session on the 2nd. As the government plans to inject large-scale fiscal spending into artificial intelligence (AI) and advanced technology sectors next year, interest continues in stocks related to AI infrastructure and high-performance electronic components.

Samsung Electro-Mechanics closed at 1,577,000 won in the after-market session that day, up 16,000 won (1.02%) from the reference price of 1,561,000 won. During the session, the stock showed volatility, falling as low as 1,532,000 won before rising to 1,820,000 won — specifically, it climbed to 1,582,000 won. The opening price was 1,554,000 won, and trading volume reached 826,498 shares.

Next Year's Budget Allocates 9.4 Trillion Won to AI

The market is watching how expanded investment in AI servers, data centers, and high-performance computing will affect medium- to long-term demand in the electronic components industry.

AI-related investment increases significantly in the government's budget plan for next year. The 2027 budget prepared by the Ministry of Science and ICT totals 29.6 trillion won, up 24.5% from this year. The plan allocates 9.4 trillion won to AI and 14.1 trillion won to research and development (R&D).

Notably, a new project will be pursued to help the general public easily use universal AI chatbots and public AI agents. The foundation for nurturing AI talent will also be expanded. The budget plan includes increasing the number of AI-centered universities from 18 this year to 67 next year. The direction is to spread AI technology beyond research institutes and select companies to education, public services, and industry at large.

Large-scale R&D projects centered on semiconductors, physical AI, and AI data centers will also begin in earnest. The government plans to pursue three mega-projects in these fields while also funding seven seed projects aimed at securing future technologies.

MLCC and Package Substrate Maker Samsung Electro-Mechanics Seen as Beneficiary of Data Center Demand

The expansion of AI data centers could drive demand not only for servers and network equipment but also for electronic components such as high-performance substrates and multilayer ceramic capacitors (MLCC), drawing keen interest from the components industry.

Samsung Electro-Mechanics' main businesses include MLCCs, semiconductor package substrates, and camera modules, so how expanded AI server and data center investment affects its medium- to long-term business environment will be one of the key points to watch for its share price.

However, it is difficult to conclude that the government's expanded AI budget will directly translate into higher earnings for individual companies. Actual benefits may vary depending on each company's product competitiveness, customer investment plans, order situations, and the pace of AI infrastructure investment. Samsung Electro-Mechanics' share price may also be influenced by multiple variables, including not only AI investment expectations but also semiconductor industry conditions, exchange rates, global IT demand, and production plans of major customers.

With the government announcing large-scale investment in AI and advanced technology, the market is watching whether expanded investment in related industries will lead to improved earnings for electronic component makers.

[This article does not recommend buying or selling specific stocks, and investment decisions and responsibilities rest with the investor. AI assistance was used in writing and restructuring this article.]