韩国芯片双雄，开辟新赛道

Core Insights - Samsung Electro-Mechanics and LG Innotek are accelerating corporate restructuring to benefit from improved market demand and AI infrastructure investment [1] - Analysts predict a significant increase in third-quarter earnings for these companies due to diversification efforts and the AI investment boom [1] Group 1: Samsung Electro-Mechanics - The multi-layer ceramic capacitor (MLCC) business is recovering due to the growth of AI, with sales for high-value MLCCs used in AI servers and automotive electronics steadily increasing [2] - Major AI accelerator companies like Nvidia and AWS are expected to continue increasing their demand for MLCCs, leading to higher profitability for Samsung Electro-Mechanics [2] - The next-generation semiconductor substrate business, FC-BGA, is also thriving, with plans for large-scale shipments starting next year [2] - Investments in Vietnam for optimizing production and reducing costs have led to a significant increase in local sales contribution, rising from 197.5 billion KRW in 2022 to 212.7 billion KRW in 2023 [2] Group 2: LG Innotek - LG Innotek is expanding its supply of next-generation products for physical AI, including exclusive camera modules for humanoid robots [3] - The company has solidified its position as a major supplier of camera modules for Apple's iPhone 17 series, with favorable market conditions expected to drive up supply prices [3]