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TrendForce: AI Server Capacitor Shortage Expected to Peak in Early 2027; Samsung Electro-Mechanics Secures New Supply Contracts
Market research firm TrendForce stated on Thursday that the shortage of high-performance multi-layer ceramic capacitors (MLCCs) required for AI servers is expected to reach its most severe point in Q1 and Q2 2027. With surging demand for processors and memory, Samsung Electro-Mechanics has secured new supply contracts, while its Japanese competitor Murata Manufacturing is also significantly expanding production to meet demand.
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