Story thread · 2 reports / 1 sources
Samsung Electro-Mechanics reportedly fast-tracks Philippine MLCC plant in wake of AI-driven price hikes
digitimes.com · 7d
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Across 1 sources · syndicated copies counted once
Samsung Electro-Mechanics (SEMCO) is reportedly pulling forward the start-up of its first overseas multilayer ceramic capacitor (MLCC) plant, a move that underscores how an AI-driven scramble for the tiny components is reshaping pricing and investment across the industry.
First report: Samsung Electro-Mechanics deepens AI supply-chain bet with new contracts, eyes glass substrate production in 2027 — digitimes.com, 8d
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