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MLCC SHORTAGE SHOCK: TAIWAN GIANTS RACE TO ADD CAPACITY
TLDR: Broad MLCC shortages are forcing customers to shift orders, turning Taiwan’s capacity expansion into an immediate share-gain opportunity rather than just a long-term production bet.
Taiwan media says four major MLCC producers are racing to increase output as shortages spread across product categories and customers shift orders between suppliers, signaling tighter pricing and a broader capacity battle across the passive-component supply chain.
#MLCC #TaiwanTech #PassiveComponents #Semiconductors #AIHardware #Electronics #SupplyChain #ChipComponents #DataCenters #EVs #KoreaSemis #TaiwanSemis $SSNLF $EWY $EWT $KORU
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13 Apr 2023
Chip component plant to get $300 million expansion in Pennsylvania #ChipComponents #EmdElectronics #ChipComponentPlant #Devices #SemiconductorManufacturing #MerckKGAA #International telecom.economictimes.indiat…
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13 Apr 2023
Chip component plant to get $300 million expansion in Pennsylvania #ChipComponents #EmdElectronics #ChipComponentPlant #Devices #SemiconductorManufacturing #MerckKGAA #International telecom.economictimes.indiat…
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