Taiyo Yuden
What changed, and what is the evidence.
ComputeSensing
🗞️ Pulse first · 3 news posts
Coverage
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Timeline
What changed, and what is the evidence.
Oct 21, 2026 · Post · posted
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Another major shortage is starting to develop across the AI supply chain. We're talking about multilayer ceramic capacitors, or MLCCs, which are tiny components used in everything from AI servers and GPUs to smartphones, networking… |
UBS: Samsung and Taiyo Yuden had seen the largest ASP increase in the month of August for MLCCs, at 68% and 60%, respectively. |