Semiconductor News & Analysis Feed

Samsung Electro-Mechanics is in final-stage talks to supply multilayer ceramic capacitors (MLCCs) to a major US cloud provider for AI servers, while also expanding substrate production capacity and securing a separate silicon capacitor contract, according to Korean media reports and company statements.

Artist's rendering of the SK hynix Yongin Semiconductor Cluster. (Source: SK ecoplant) TEMC CNS has begun supplying Central Chemical Supply Systems (CCSS) to SK hynix, indicating that construction of the chipmaker's first fabrication plant (fab) at its Yongin Semiconductor Cluster has been completed and the project has entered the cleanroom installation phase. TEMC CNS said on June 26 that it ha

Rising demand for AI server builds is tightening the global supply of high-end MLCCs, driving steep price increases in China's electronics distribution market and exposing how quickly infrastructure demand can affect component costs worldwide. The rally underscores a structural mismatch that could keep pressure on buyers across technology supply chains for years, according to industry sources.

China's semiconductor supply chain is showing fresh signs of pricing strain, with microcontroller unit (MCU) makers and passive component suppliers facing rising costs, tighter capacity, and surging demand from AI servers.

Taiyo Yuden is preparing to accelerate production of multilayer ceramic capacitors, or MLCCs, as AI servers and hyperscale data centers tighten supply across the global component market. But the Japanese supplier is resisting the kind of broad price increases now spreading through parts of the industry.

AI servers and high-voltage electric vehicles (EVs) are tightening the global supply of high-end multilayer ceramic capacitors (MLCCs), prompting some Taiwan supply chain players to qualify Chinese alternatives such as Chaozhou Three-Circle as lead times lengthen.

Purdue, GCCS partner to scale the future of silicon carbide Joint initiative targets critical thermal and power bottlenecks in global AI infrastructure Dan DeLaurentis, Purdue’s executive vice president for research, left, and Kuan-Ming Hsiung, GeChi Compound Semiconductor Co. chairman of the board, signed a research memorandum of understanding at Hovde Hall. The agreement will strengthen collab

Holy Stone Enterprise warns that AI-driven power upgrades are creating global shortages and record demand for multilayer ceramic capacitors (MLCCs), with lead times beyond 20 weeks and tighter supply expected through 2027. The developments could reshape supply chains for servers, data centers, and high-power consumer electronics worldwide, and accelerate global investment in components.