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Semiconductor Supply Chain
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Tokyo, Suwon, and China’s Multibillion-Dollar Bet on MLCCs
A global shortage of the capacitors that regulate power in AI servers has stretched delivery times for high-end parts to as long as ten months, with Samsung Electro-Mechanics and Japan’s Murata Manufacturing — the two dominant suppliers — both running near full capacity through 2027, according to reports and company disclosures. A global shortage of…
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How Indium Phosphide is Splitting the AI Supply Chain into China-Aligned & US-Aligned Lanes
China’s export-licensing grip on indium phosphide (InP), the crystal that makes AI data centers’ optical links possible, has pushed wafer prices up as much as 250% since Beijing added the material to its control list in February 2025. Washington is now drafting a mirror-image restriction of its own, on the Chinese-made transceivers that use it.…
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China’s Memory Makers Set the Price Now
China’s CXMT and YMTC are now charging more than Samsung and SK Hynix for memory chips, wielding new pricing power that’s drawing sharper U.S. scrutiny. China’s CXMT and YMTC are now charging more than Samsung and SK Hynix for memory chips, wielding new pricing power that’s drawing sharper U.S. scrutiny.