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

, DIGITIMES, Taipei
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Credit: Semco

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.

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