Global inventories of multilayer ceramic capacitors (MLCCs) have dropped to a record low, with distributor volumes declining 8% by August 9 compared with four weeks earlier, according to a UBS Evidenc…
Japanese shares closed higher on Thursday, with the Topix hitting a record high of 4,176.04, as chip-related stocks tracked US peers higher and a robust earnings outlook lifted sentiment. The Nikkei r…
The AI boom is driving up prices and profits for multilayer ceramic capacitors (MLCCs), with Samsung Electro-Mechanics raising prices by 30 percent this month and Murata Manufacturing and Taiyo Yuden …
Murata Manufacturing Co. raised its operating profit forecast for FY2027 to ¥380 billion, a 34.8% jump, citing surging AI demand, but President Norio Nakajima warned that the current pace of global te…
Kioxia Holdings issued a disappointing earnings outlook after its June-quarter operating income of ¥1.27 trillion missed analysts' estimates, signaling that the AI-driven surge in flash memory prices …
Shares of Chinese MLCC manufacturers Guangdong Fenghua Advanced Technology, Suzhou GYZ Electronic Technology, and Chaozhou Three-Circle surged on Wednesday, with Guangdong Fenghua hitting the 10% dail…
Samsung Electro-Mechanics has booked 750 billion won ($510 million) in AI server MLCC orders with two long-term contracts, the second worth 300 billion won signed Thursday with an unnamed global compa…
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…