Semco's 61-week MLCC lead times give suppliers upper hand in AI supply chain

T2Covered by 1 source · first reported by DigiTimes (headlines) at 23 Oct, 08:25 UTC

Samsung Electro-Mechanics (Semco) is gaining pricing power as AI server demand extends multilayer ceramic capacitor (MLCC) lead times beyond a year. Shortages now span consumer, automotive and industrial products, prompting customers to secure 2027 supplies.

hardware

Sources

• T2Semco's 61-week MLCC lead times give suppliers upper hand in AI supply chainDigiTimes (headlines)23 Oct, 08:25