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NEWS TAGGED MLCC
Friday 7 August 2026
China's MLCC supply chain ramps up as AI boom drives global component shortage

China's multilayer ceramic capacitor (MLCC) supply chain is accelerating capacity expansion as surging demand from AI servers and automotive...

Thursday 6 August 2026
Ample Electronic posts record July sales as MLCC demand strengthens

Ample Electronic, a supplier of conductive paste materials for passive components, said strong artificial intelligence demand has helped...

Thursday 6 August 2026
Taiyo Yuden's AI server exposure is starting to reshape its earnings outlook
Taiyo Yuden has lifted its full-year outlook after a stronger first quarter, as demand from AI servers and related IT infrastructure increasingly drives sales of higher-end capacitors...
Tuesday 4 August 2026
Samsung Electro-Mechanics reportedly fast-tracks Philippine MLCC plant in wake of AI-driven price hikes

Samsung Electro-Mechanics (SEMCO) is reportedly pulling forward the start-up of its first overseas multilayer ceramic capacitor (MLCC)...

Monday 3 August 2026
Samsung Electro-Mechanics deepens AI supply-chain bet with new contracts, eyes glass substrate production in 2027
Samsung Electro-Mechanics used its second-quarter earnings call to signal that its bet on AI infrastructure is paying off and about to get bigger, pointing to a run of long-term supply...
Monday 3 August 2026
AI server demand revives long-term MLCC supply agreements as shortages intensify
Surging demand for AI servers is tightening global capacity for high-end passive components, prompting customers to once again pursue long-term supply agreements (LTSAs) as they seek...
Friday 31 July 2026
AI server boom reshapes MLCC pricing as capacity shifts upmarket

The rapid expansion of AI infrastructure is reshaping one of the semiconductor industry's most overlooked component markets. Soaring...

Thursday 30 July 2026
Japan and South Korea MLCC makers signal further price hikes amid AI demand

Japan and South Korea's MLCC suppliers are again raising prices, signaling tighter supply conditions that could affect electronics...

Friday 24 July 2026
Samsung Electro-Mechanics wins US$200 million AI server capacitor order

Samsung Electro-Mechanics disclosed on July 23 that it signed a KRW295.12 billion (US$200 million) supply contract with a major global...

Tuesday 21 July 2026
Ishihara Sangyo doubles high-purity titanium dioxide capacity on AI server demand

Ishihara Sangyo Kaisha plans to double production capacity for high-purity titanium dioxide used to make dielectric materials for multilayer...

Monday 13 July 2026
AI buildouts accelerate MLCC shortages; Taiwan firms eye 2H26 spillover orders
As AI server supply chains move into the component stocking phase, the market for high-end passive components has heated up sharply, with tight supply of multilayer ceramic capacitors...
Thursday 9 July 2026
Inventec expects server shipments to rise quarterly as component shortages loom
Inventec reported June 2026 revenue of NT$102.26 billion (approx. US$3.19 billion), up 23.5% from the previous month and 61.6% from a year earlier, reaching record highs for both the...
Tuesday 30 June 2026
Samsung Electro-Mechanics targets AI server growth with MLCC talks, substrate push

Samsung Electro-Mechanics is in final-stage talks to supply multilayer ceramic capacitors (MLCCs) to a major US cloud provider for...

Thursday 25 June 2026
AI server demand drives sharp price gains in high-end MLCCs
Rising demand for AI server builds is tightening the global supply of high-end MLCCs, driving steep price increases in China's electronics distribution market and exposing how quickly...
Friday 19 June 2026
China chip supply chain feels squeeze from AI server MLCCs to 8-bit MCUs
China's semiconductor supply chain is showing fresh signs of pricing strain, with microcontroller unit (MCU) makers and passive component suppliers facing rising costs, tighter capacity,...