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MLCC component manufacturers (Murata, Samsung, Taiyo Yuden) announced 15–30% price increases on AI server MLCCs due to supply-demand imbalance.
Critical passive component supply shock may create board-level bottleneck in AI server assembly and raise system manufacturing costs across industry.
Trade pressSlicast · August 5, 2026 at 01:11 UTC · China · Source: 36氪
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