Passives https://gridtochip.site/parts/servers-racks-and-integration/passives-mlcc-inductors News and posts about Passives on GridToChip Semco's 61-week MLCC lead times give suppliers upper hand in AI supply chain https://www.digitimes.com/news/a20261023VL202/semco-mlcc-ai-server-2027-demand.html Fri, 23 Oct 2026 08:25:50 GMT Semco's extended lead times for MLCCs are giving suppliers pricing power due to sustained demand in the AI supply chain. (DigiTimes) Taiwanese chipmaker TASC targets 2027 growth with InP optical chips, glucose sensors nearing mass production https://www.digitimes.com/news/a20261015PD219/chips-2027-inp-taiwan-asia-semiconductor-production.html Thu, 15 Oct 2026 02:48:11 GMT Taiwan-Asia Semiconductor Corporation (TASC) reports growth in optical communication chips (InP) for AI servers and increased demand for passive and protection components. (DigiTimes) South Korea's Hanwool wins Delta Electronics MLCC inspection equipment order, breaking Japanese dominance https://www.digitimes.com/news/a20261015PD213/inspection-equipment-mlcc-delta-electronics-component.html Thu, 15 Oct 2026 02:17:17 GMT Hanwool Semiconductor has secured an order to supply ultrasonic inspection equipment for multilayer ceramic capacitors (MLCCs) to a Delta Electronics subsidiary. (DigiTimes) AI demand squeezes capacitor, resistor capacity as Taiwan suppliers eye price hikes https://www.digitimes.com/news/a20261013PD225/demand-taiwan-capacity-price-capacitor.html Tue, 13 Oct 2026 05:50:53 GMT Taiwanese suppliers of capacitors and resistors are planning price increases due to soaring demand driven by the AI industry. (DigiTimes) Part of the day: Passives https://gridtochip.site/blog/potd-2026-09-25-passives-mlcc-inductors Fri, 25 Sep 2026 00:00:00 GMT Part of the day: Passives — what it does, why AI changes demand for it, and who makes it. Nvidia Rubin architecture drives high-end MLCC demand, solidifying Murata, SEMCO leadership https://www.digitimes.com/news/a20260921PD217/mlcc-market-murata-nvidia-demand.html Mon, 21 Sep 2026 23:13:06 GMT Increased power consumption and density in AI deployments are driving the necessity for high-end multilayer ceramic capacitors (MLCCs). (DigiTimes) NSF Launches Microelectronics Initiative for AI, HPC and Advanced Communications https://www.hpcwire.com/off-the-wire/nsf-launches-microelectronics-initiative-for-ai-hpc-and-advanced-communications Fri, 18 Sep 2026 17:45:56 GMT The NSF announced an initiative to help U.S. manufacturers transition low-dimensional semiconductor technologies into advanced microelectronics for AI and HPC. (HPCwire) A Taiwan machinery maker bets on AI to challenge Japan's grip on advanced capacitors https://www.digitimes.com/news/a20260915PD238/fcs-2027-market-growth-equipment.html Wed, 16 Sep 2026 01:43:08 GMT A Taiwan machinery maker is challenging Japan's market dominance in high-end multilayer polymer capacitors, which are crucial for power delivery in AI servers and high-wattage CPUs/GPUs. (DigiTimes) Murata considers bigger MLCC expansion as AI server demand extends beyond 2028 https://www.digitimes.com/news/a20260915VL213/murata-mlcc-expansion-demand-2028.html Tue, 15 Sep 2026 09:15:51 GMT Due to sustained high demand from AI servers, Murata is considering expanding its production capacity for multilayer ceramic capacitors (MLCC) even further. (DigiTimes) AI servers are eating MLCC capacity, and Chinese suppliers are taking what's left https://www.digitimes.com/news/a20260914VL212/mlcc-capacity-market-semco-murata.html Tue, 15 Sep 2026 08:59:13 GMT AI server demand is increasing prices and limiting capacity for MLCCs, forcing Chinese suppliers to pivot into PC markets. (DigiTimes) AI server exports to US slow; electronics parts jump 1.5 times in August https://www.digitimes.com/news/a20260910PD202/exports-taiwan-electronics-2025-ai-server.html Sun, 13 Sep 2026 00:23:08 GMT Taiwan reported that electronic parts exports reached a record high of $32.22 billion in August 2026, with integrated circuits and printed circuit boards seeing significant growth. (DigiTimes) AI server boom reshuffles MLCC supply, opening a rare expansion window for Taiwan makers https://www.digitimes.com/news/a20260911PD208/mlcc-demand-expansion-ai-server-capacity.html Sat, 12 Sep 2026 01:14:05 GMT High demand for AI computing is causing a capacity shortage in passive electronic components, benefiting Taiwanese manufacturers. (DigiTimes) Murata to stop some MLCC lines as AI server demand strains supply https://www.digitimes.com/news/a20260910PD236/murata-mlcc-demand-ai-server-2026.html Thu, 10 Sep 2026 08:52:53 GMT Murata will phase out production of certain MLCC part numbers due to intense AI-driven demand pressures. (DigiTimes) Ample Electronic hits 120% utilization as MLCC customers step up copper paste orders https://www.digitimes.com/news/a20260908PD245/ample-electronic-mlcc-passive-components-demand-copper.html Wed, 09 Sep 2026 07:15:04 GMT Ample Electronic noted that increased demand from MLCC customers and AI server-related products is boosting its business momentum due to higher purchases of copper paste. (DigiTimes) Macronix boosts sustainability spending to NT$780 million https://www.digitimes.com/news/a20260902PD200/2025-macronix-international-water-2024-fab.html Wed, 02 Sep 2026 23:28:44 GMT Macronix reported that it achieved significant reductions in greenhouse gas emissions and committed to investing NT$780 million in sustainability initiatives for 2025. (DigiTimes) Samsung Electro-Mechanics discloses major MLCC supply deal tied to AI server demand https://www.digitimes.com/news/a20260901VL211/semco-mlcc-sales-2027-2026.html Tue, 01 Sep 2026 06:45:00 GMT Samsung Electro-Mechanics has announced a significant supply agreement for multilayer ceramic capacitors (MLCCs) to meet the growing demand for AI server production. (DigiTimes) The five AI data center parts this catalog flags as tight or constrained https://gridtochip.site/blog/five-parts-flagged-tight-or-constrained Sun, 30 Aug 2026 00:00:00 GMT Of 130 part categories, five carry a supply flag — and four of them sit on the power side of the fence, not in the rack.