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Friday 29 May 2026
Winbond pushes 3x-priced AI Si-Cap shipments as Semco order ramps in 2027
AI demand for high-performance chips is driving up orders for semiconductor silicon capacitors, or Si-Caps, with Samsung Electro-Mechanics and several Taiwanese memory makers emerging...
Monday 25 May 2026
Samsung Electro-Mechanics secures large silicon capacitor supply contract
Samsung Electro-Mechanics (Semco)'s KRW1.5 trillion (approx. US$990 million) silicon capacitor supply contract with a major global company could reshape component supply for AI servers,...
Friday 22 May 2026
AP Memory IPD enters Intel's EMIB supply chain, shipments set for 2Q26
Specialty memory design company AP Memory is positioning itself to capture growth momentum from stack silicon capacitors (S-SiCap). The company said its discrete S-SiCap products,...
Thursday 14 May 2026
AP Memory profit nearly doubles as S-SiCap shipments and IoTRAM ramp drive revenue
AP Memory reported that net profit for the first quarter of 2026 rose 91% to NT$660 million (US$20.93 million) as the company scaled mass production of its S-SiCap silicon capacitor...
Wednesday 13 May 2026
Taiwan capacitor maker Chinsan locks in Thailand AI server capacity through 2026

Taiwan Chinsan Electronic Industrial said strong demand from cloud and server customers pushed related revenue contribution to 35% in the...

Thursday 26 March 2026
Lelon Electronics eyes 10% revenue growth in 2026 driven by automotive and AI servers
Lelon Electronics expects shipments to rise in 2026, driven by automotive electronics and AI servers, with wider supply-chain and pricing implications for global electronics manufacturers...
Tuesday 23 December 2025
Chinsan eyes stronger cloud server demand in 2026 with BBU supply
Chinsan, a Taiwanese aluminum capacitor manufacturer, held an in-person investor briefing on December 22, 2025. General manager Ching-Hsin Chiang said that growth momentum in the first...
Wednesday 10 December 2025
Nichidenbo benefits from tantalum capacitor price hikes but memory shortages remain a concern
Tantalum capacitor manufacturers have recently announced price increases. Nichidenbo General Manager Yao Kuo Yu stated that the company is expected to benefit from the low-cost inventory...
Sunday 7 December 2025
Taiwan poised to benefit as Japan and Korea shift capacitor output to premium markets
Japanese and Korean passive-component makers are diverting more capacity to high-end capacitors used in AI servers, tightening supply in mainstream electronics, and creating new openings...
Saturday 29 November 2025
Taiwan left out of supercapacitors while AI server capacitor boom builds
As the surge in AI compute drives a shift in data-center power design, backup battery units (BBUs) have secured adoption from at least three cloud service providers, boosting their...
Tuesday 24 June 2025
Samsung Electro-Mechanics begins silicon capacitor supply to Marvell Technology, marking entry into AI chip components
Samsung Electro-Mechanics has started supplying silicon capacitors to Marvell Technology, a leading US integrated circuit (IC) design company. This development marks Samsung Electro-Mechanics's...
Thursday 1 May 2025
DRAM process development challenges: DRAM structure in process miniaturization
Since its 1970 debut, DRAM has supplanted magnetic core memory as an essential element in von Neumann's computer architecture. By the mid-1980s, fueled by the popularity of PCs and...
Monday 21 April 2025
Samsung faces delays in 1c DRAM development, raising concerns over HBM4 timeline

Samsung Electronics is encountering delays in the development of its next-generation 1c DRAM chips, according to sources familiar with...

Wednesday 5 March 2025
AP Memory to offer very high-bandwidth memory for AI accelerators
As competition intensifies in the development of large language models and with the launch of DeepSeek, the industry is beginning to seek memory alternatives outside of high bandwidth...
Wednesday 29 November 2023
Nichidenbo sees recovery for 2Q24 with EVs and AI servers driving demand for capacitors
As 5G, AI, and EVs continue to drive demand for passive components, multilayer ceramic capacitor (MLCC) manufacturers see growing opportunities for high-capacity and small-sized products,...