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06.08.26 - 07:06
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Taiyo Yuden′s AI server exposure is starting to reshape its earnings outlook (Digitimes)
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Taiyo Yuden has lifted its full-year outlook after a stronger first quarter, as demand from AI servers and related IT infrastructure increasingly drives sales of higher-end capacitors. The Japanese passive component maker returned to profit in the quarter ended June 30 and said a weaker yen, higher volumes, and stronger demand for high-reliability products are improving the outlook for the year....
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18.06.26 - 02:00
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Taiyo Yuden to boost AI server MLCC capacity, resists price hikes (Digitimes)
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Taiyo Yuden is preparing to accelerate production of multilayer ceramic capacitors, or MLCCs, as AI servers and hyperscale data centers tighten supply across the global component market. But the Japanese supplier is resisting the kind of broad price increases now spreading through parts of the industry....
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15.06.26 - 04:00
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The ′rice of electronics′: how AI-driven demand for MLCCs triggered a supply bottleneck (SCMP)
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Often dubbed “the rice of the electronics industry”, multilayer ceramic capacitors (MLCCs) are the smallest yet indispensable components powering modern innovations from smartphones to electric vehicles (EVs).
These tiny capacitors are currently under the spotlight because the insatiable computing needs of artificial intelligence (AI) have caused an explosion in demand, a surge described as “scary” by Katsuya Sase, CEO of Japanese MLCC maker Taiyo Yuden.
Here is what you need to know about what......
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