SEMCO raised MLCC prices to OEMs/ODMs, signaling an industry upcycle, driven by strong AI server demand and panic buying; Japanese makers' response is key to watch.
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...
On the other hand, both the upstream and downstream of the supply chain have seen a ramp-up of production and shipments related to the new iPhone series. The third-quarter component demand from Foxcon...
At the start of 2024, Japan was hit by a strong earthquake. There were especially concerns about the impact of the earthquake on Murata’s MLCC plant in Fukui and Taiyo Yuden’s Plant in Niigata...
On New Year’s Day in 2024, the Noto Peninsula in Japan was hit by a strong earthquake with an intensity level reaching 7.6. This natural disaster caused severe damage to public facilities, buildings,...
