As Japanese and Korean giants move upmarket, China’s MLCC firms see their chance

The AI server boom is driving demand for advanced multilayer ceramic capacitors, leaving Chinese manufacturers room to expand As demand for AI servers soars, leading Japanese and South Korean ...

China’s MLCC suppliers eye Hong Kong capital as AI reshapes electronics supply chains

Small, found in almost every electronic device and critical to AI servers, now the 'rice of electronics' is driving two Hong ...

Tiny capacitor, huge demand: the AI frenzy driving MLCC prices higher

Huaqiangbei traders are racing to secure MLCC supplies as soaring AI demand pushes prices sharply higher across the market ...

Samsung Electro-Mechanics bags $294 mil. MLCC supply deal with US Big Tech firm

Samsung Electro-Mechanics will supply multilayer ceramic capacitors (MLCCs) for artificial intelligence (AI) servers to a U.S. Big Tech firm, ...
Dataquest

MLCC prices are expected to rebound due to rising demand from high-end applications

According to the latest investigation by TrendForce, strong demand for AI chips has tightened the supply of high-end MLCCs and squeezed the availability of consumer-grade MLCCs. This dynamic has ...
Chosunbiz

Mirae Asset boosts Samsung Electro-Mechanics target on AI-driven substrate, MLCC growth

Mirae Asset Securities on the 2nd raised its target price for Samsung Electro-Mechanics by 115% to 2.8 million won from 1.3 ...
Digi Times

Taiwan MLCC makers plug into AI server demand

AI servers are driving a surge in demand for high-end passive components, rapidly eating into multilayer ceramic capacitor (MLCC) capacity and extending lead times to more than 16–20 weeks. As a ...