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2026-10-07
Samsung Electro-Mechanics secures 2027 AI server MLCC demand as supply pressure builds
0.9
digitimes.com 2026-10-07
2026-09-15
AI servers are eating MLCC capacity, and Chinese suppliers are taking what's left
0.92
digitimes.com 2026-09-15
2026-09-15
Murata considers bigger MLCC expansion as AI server demand extends beyond 2028
0.92
digitimes.com 2026-09-15
2026-09-12
AI server boom reshuffles MLCC supply, opening a rare expansion window for Taiwan makers
0.85
digitimes.com 2026-09-12
2026-09-09
Ample Electronic hits 120% utilization as MLCC customers step up copper paste orders
0.92
digitimes.com 2026-09-09
2026-09-03
Asia AI ETF KAIT: Investing Across Shifting AI Bottlenecks, From HBM To Photonics To MLCCs And PCBs - Seeking Alpha
0.9
seekingalpha.com 2026-09-03
2026-09-03
Samsung Electro-Mechanics eyes 30% MLCC price hikes, ABF up too
0.95
digitimes.com 2026-09-03
2026-09-03
Asia AI ETF KAIT: Investing Across Shifting AI Bottlenecks, from HBM to Photonics to MLCCs and PCBs - KraneShares
0.85
kraneshares.com 2026-09-03
2026-09-01
Samsung Electro-Mechanics discloses major MLCC supply deal tied to AI server demand
0.92
digitimes.com 2026-09-01
2026-08-27
Tema Launches First-Ever MLCC & Power Semiconductor ETF (PSOX) - Yahoo Finance
0.92
finance.yahoo.com 2026-08-27
2026-08-27
Tema Launches First-Ever MLCC & Power Semiconductor ETF (PSOX) - Business Wire
0.95
news.google.com 2026-08-27
2026-08-18
AI server demand pushes high-end MLCC lead times toward 40 weeks
0.92
digitimes.com 2026-08-18
2026-08-07
China's MLCC supply chain ramps up as AI boom drives global component shortage
0.92
digitimes.com 2026-08-07
2026-08-06
Ample Electronic posts record July sales as MLCC demand strengthens
0.92
digitimes.com 2026-08-06
2026-08-04
Samsung Electro-Mechanics reportedly fast-tracks Philippine MLCC plant in wake of AI-driven price hikes
0.92
digitimes.com 2026-08-04
2026-08-03
AI server demand revives long-term MLCC supply agreements as shortages intensify
0.92
digitimes.com 2026-08-03
2026-07-31
AI server boom reshapes MLCC pricing as capacity shifts upmarket
0.92
digitimes.com 2026-07-31
2026-06-30
Samsung Electro-Mechanics targets AI server growth with MLCC talks, substrate push
0.92
digitimes.com 2026-06-30
2026-06-29
HBM TAM Pulled Into 2027, MLCC Demand to Quadruple by 2030 | WallSt Weekly Insight - Moomoo
0.92
www.moomoo.com 2026-06-29
Recent insights from Wall Street Weekly highlight a positive outlook for the High Bandwidth Memory (HBM) market, which is expected to see significant growth by 2027, driven by strong demand from artificial intelligence, data centers, and high-performance computing sectors. Concurrently, demand for M
HBMMLCCSemiconductor MaterialsMemoryChip DemandMarket ForecastTechnology DevelopmentInvestment Trends
2026-06-25
AI server demand drives sharp price gains in high-end MLCCs
0.85
digitimes.com 2026-06-25
The surging demand for AI server construction is intensifying global supply shortages of high-end MLCCs, driving sharp price increases in China's electronics distribution market and highlighting how swiftly infrastructure demand can impact component costs worldwide. This phenomenon reveals the vulne
AI serversMLCCSemiconductor materialsSupply chain shortageElectronic componentsChip demandPrice volatilityGlobal supply chain