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Taiyo Yuden
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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…