AI sparks tight supply warning for high-end passive components; MLCC rally eyes new super cycle

, Taipei

Jun 4, 2026, 11:55 0

Credit: DIGITIMES

AI-driven demand for computing infrastructure has ended the passive components industry's inventory adjustment phase, with Taiwan-based leaders Yageo and Walsin Technology both seeing utilization rates return to high or full-capacity levels. The market is now...

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