Story thread · 2 reports / 1 sources
AI's MLCC squeeze puts Samsung in pole position, China at the door
digitimes.com · 4h · first report
AI servers are reshaping the global multilayer ceramic capacitor (MLCC) market. Murata Manufacturing and Samsung Electro-Mechanics (SEMCO) are steering limited capacity toward high-value server components, tightening conventional supply, lifting prices, and creating an opening for Chinese suppliers in PCs.
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