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AI MLCC boom tightens commodity supply as Samsung, Murata shift capacity

Verifying
  • Samsung Electro-Mechanics and Murata are prioritizing AI MLCCs over commodity products.
  • 13.9% was the first-half year-on-year increase in Samsung Electro-Mechanics' MLCC ASP.
  • Yageo, Walsin Technology and Viiyong are receiving redirected commodity MLCC orders.
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