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AI server boom fuels record supply crunch for the ‘rice of electronics’
UBS data shows a major squeeze on MLCCs, setting the stage for what some believe could be the longest demand cycle in the sector’s history.
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scmp.com
Timeline cronologica
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AI server boom fuels record supply crunch for the ‘rice of electronics’
UBS data shows a major squeeze on MLCCs, setting the stage for what some believe could be the longest demand cycle in the sector’s history.
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China’s ‘rice of electronics’ makers jump on strong profits from AI surge
CCTC and Guangdong Fenghua have reported strong first-half results as AI data centre demand drives MLCC orders and a global pricing upcycle.