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AI servers squeeze high-end MLCC supply, sending Taiwan firms toward China alternatives

Staff reporter, Taipei

Jun 11, 2026, 09:50 0

Credit: AFP

AI servers and high-voltage electric vehicles (EVs) are tightening the global supply of high-end multilayer ceramic capacitors (MLCCs), prompting some Taiwan supply chain players to qualify Chinese alternatives such as Chaozhou Three-Circle as lead times...

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