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    NEWS TAGGED MLCC
    Thursday 11 June 2026
    AI servers squeeze high-end MLCC supply, sending Taiwan firms toward China alternatives
    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...
    Friday 5 June 2026
    AI servers and MLCC recovery drive growth at Ample Electronic
    As artificial intelligence fuels demand across the electronics supply chain, Taiwanese conductive paste supplier Ample Electronic is seeing a rebound in one of the industry's most...
    Thursday 4 June 2026
    AI sparks tight supply warning for high-end passive components; MLCC rally eyes new super cycle
    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...
    Thursday 4 June 2026
    Taiwan's Walsin Technology gains pricing power from AI demand

    Walsin Technology, one of Taiwan's leading manufacturers of multilayer ceramic capacitors (MLCCs), has notified distributors that it will...

    Thursday 28 May 2026
    Yageo signals possible price hikes as Japanese and Korean passive component makers raise prices
    Passive component manufacturer Yageo held its 2026 annual shareholders meeting on May 27. In a post-meeting interview, chairman Pierre Chen confirmed that the world's two largest multilayer...
    Tuesday 26 May 2026
    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...
    Tuesday 26 May 2026
    Holy Stone Enterprise says AI power surge will deepen global MLCC shortages
    Holy Stone Enterprise warns that AI-driven power upgrades are creating global shortages and record demand for multilayer ceramic capacitors (MLCCs), with lead times beyond 20 weeks...
    Sunday 24 May 2026
    AI server boom squeezes Samsung Electro-Mechanics' component supply

    Samsung Electro-Mechanics is emerging as another beneficiary of the AI data center buildout, as demand for high-end capacitors and package...

    Monday 18 May 2026
    Prosperity Dielectrics sees AI server power customers chasing MLCC supply
    Prosperity Dielectrics' surge in demand for high-end MLCCs, driven by higher-wattage AI server power systems, is extending lead times and prompting major capacity and material investments,...
    Thursday 7 May 2026
    Darfon posts margin rebound as AI server MLCC demand lifts first-quarter results
    Darfon Electronics reported that its first-quarter 2026 profit and gross margin improved as consolidated revenue rose 9.9% year on year to NT$6.025 billion (US$192.11 million). The...
    Saturday 2 May 2026
    Samsung Electro-Mechanics tops US$2 billion quarterly sales, flags ABF substrate shortage
    Samsung Electro-Mechanics (Semco) reported its first-ever quarterly revenue exceeding KRW3 trillion (approx. US$2.2 billion), driven by expanding AI infrastructure investment and rising...
    Friday 1 May 2026
    Samsung Electro-Mechanics weighs MLCC price hike of 5–10% as supply tightens
    Samsung Electro-Mechanics is considering raising prices for multilayer ceramic capacitors (MLCCs) by about 5% to 10% as demand from artificial intelligence (AI) infrastructure tightens...
    Monday 20 April 2026
    Taiyo Yuden raises MLCC prices, Murata takes the lead, Samsung to follow suit
    Japanese electronic components maker Taiyo Yuden recently issued a price increase notice, announcing that it will raise prices on some products starting in May, specifically in the...
    Tuesday 14 April 2026
    Samsung Electro-Mechanics reportedly to expand AI packaging with MLCC embedded substrate line in Vietnam
    As AI chips demand higher performance and denser integration, advanced packaging and substrate technologies have become critical in the semiconductor race. Samsung Electro-Mechanics...
    Monday 13 April 2026
    Weekly news roundup: Shortages spread to MLCCs; SK Hynix reportedly in talks with Microsoft and Google
    Below are the most-read DIGITIMES Asia stories from the week of April 6-April 13, 2026:
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    Research Report Database
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    CPC
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook