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…
Nvidia Corp. CEO Jensen Huang hosted a dinner in Tokyo's Kanda district on Wednesday night with the chiefs of key Japanese suppliers including Kioxia Holdings Corp., Shin-Etsu Chemical Co., Tokyo Elec…
Wall Street investors are shifting focus to multilayer ceramic capacitors (MLCCs) as the next potential bottleneck in AI server production, following a sell-off in chip and memory stocks. Goldman Sach…
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,…