# Tdk

> Markdown twin of https://roboterminal.app/companies/tdk · https://roboterminal.app/companies/tdk.md

## On shared sources

- [Murata](https://roboterminal.app/companies/murata) (2)
- [Amazon](https://roboterminal.app/companies/amazon) (1)
- [Applied Materials](https://roboterminal.app/companies/applied-materials) (1)
- [Google](https://roboterminal.app/companies/google) (1)
- [HOYA](https://roboterminal.app/companies/hoya) (1)
- [Meta](https://roboterminal.app/companies/meta) (1)
- [NVIDIA](https://roboterminal.app/companies/nvidia) (1)
- [Resonac](https://roboterminal.app/companies/resonac) (1)
- [Samsung](https://roboterminal.app/companies/samsung) (1)
- [Seagate](https://roboterminal.app/companies/seagate) (1)
- [Taiyo Yuden](https://roboterminal.app/companies/taiyo-yuden) (1)
- [Toshiba](https://roboterminal.app/companies/toshiba) (1)
- [Western Digital](https://roboterminal.app/companies/western-digital) (1)
- [Yageo](https://roboterminal.app/companies/yageo) (1)

## Pulse

- [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2112972760234508397)
  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 …
- [@tphuang on X](https://x.com/tphuang/status/2112587167201423590)
  How does Yttrium crunch on Japanese suppliers affect downstream players? For Semi: TEL/Lam/AMAT will all have lower reliability if they use something other than Y2O3 For AI: MLCC production for Murata…
- [@pequityresearch on X](https://x.com/pequityresearch/status/2108532956193051134)
  Expert Takeaways: HDDs > Toshiba Investment Restart: Toshiba’s 60 billion investment plan is a restart of previously paused capacity builds, not a brand-new expansion. > Seagate/TDK Rumors Cleared: Re…

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Source: Roboterminal · https://roboterminal.app/companies/tdk.md