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AI servers squeeze high-end MLCC supply, sending Taiwan firms toward China alternatives

  • Digitimes faviconDigitimes

    By Levi LiJun 10, 2026, 9:50 pm187 ptsTrendingTop
    photo of AI servers squeeze high-end MLCC supply, sending Taiwan firms toward China alternatives imageAI servers and high-voltage electric vehicles (EVs) are tightening the global supply of high-end multilayer ceramic capacitors (MLCCs), prompting some Taiwan supply chain players to qualify Chinese alternatives such as Chaozhou Three-Circle as lead times lengthen.
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