Japanese and Korean makers shifting consumer MLCC capacity to AI create supply gaps, benefiting Taiwan and China suppliers with spillover orders and channel price hikes, while consumer demand stays pr...
AI capacity crowding tightens high-end MLCC supply while consumer demand weakens under inflation. Channels and some Taiwanese/Chinese makers selectively raise prices, yet Japanese and Korean firms hol...
AI demand tightens high-end MLCC supply, prompting agents to raise prices and strengthening supplier bargaining power. Geopolitical risks and inflation raise costs, curbing ODM leverage, with high-end...
US-Iran conflict escalates energy costs and inflation, impacting global supply chains via AI demand and geopolitics. Passive component sector faces capacity shifts; Japanese-Korean suppliers pivot to...
Rising oil prices and shipping costs heighten inflation risks amid prolonged geopolitical conflicts, potentially leading to global recession and monetary tightening. ICT stockpiling turns conservative...
Q2 MLCC prices remain stable overall, with minor adjustments for high-cap special specs; supply stability prioritized. Global tensions raise costs, AI demand strong vs. mild consumer electronics.
Rising oil prices and freight costs heighten inflation risks, with AI supporting demand while ICT stockpiling turns conservative. Prolonged geopolitical conflicts sustain high energy costs, potentiall...
Raw material prices rise due to energy transition, geopolitics, tariffs, and AI demand, impacting electronic costs. AI infrastructure orders are strong, boosting high-end MLCC shipments, but ICT order...
As indicated by the survey of global market intelligence firm TrendForce, Samsung has simultaneously acquired a large extent of demand from its strategic partners Google and AWS...
According to TrendForce’s latest research on the foundry market, the demand related to the stay-at-home economy has tapered off.
As indicated by the semiconductor research department of global market intelligence firm TrendForce, a 7.3 magnitude earthquake struck at the coast of Fukushima during the night of March 16th 2022 at...
