The AI-driven price surge in the semiconductor supply chain is spreading to upstream materials and manufacturing inputs, with suppliers of power chips, capacitors, and other components raising prices.…
Samsung Electro-Mechanics secured a 454 billion won contract to supply multilayer ceramic capacitors (MLCCs) to a global tech firm, driven by surging demand from AI servers that require up to 25,000 M…
Multilayer ceramic capacitors (MLCCs) are surging in price due to soaring demand from AI server clusters and electric vehicles, with spot market prices jumping two- to fourfold since Chinese New Year.…
AI-driven demand for multilayer ceramic capacitors (MLCCs) has triggered a supply bottleneck, with AI servers requiring up to 28,000 MLCCs per unit—a 13-fold increase from standard servers. The surge,…
Goldman Sachs Research predicts an unprecedented upcycle in multi-layer ceramic capacitors (MLCCs) driven by AI data center demand, extending through 2030. The bank revised its 2026 MLCC pricing forec…