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The AI server boom is reshuffling multilayer ceramic capacitor (MLCC) supply chains, opening a rare expansion window for Taiwan-based component makers.
AI server demand is so concentrated that component-level supply chains are a near-term bottleneck; Taiwan MLCC makers gain pricing power and capex opportunity as servers proliferate.
Trade pressSlicast · September 12, 2026 at 01:14 UTC · US · Source: digitimes
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