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Evertiq September 29, 2026 neutral

AI demand squeezes consumer MLCCs – opening doors for Chinese suppliers

AI / LLMSupply Chain
Japanese and Korean MLCC makers are cutting supply to the consumer market to prioritise capacity for AI applications. The shift is opening doors for Chinese suppliers, several of which are now undergoing qualification with global brands such as Dell, HP, ASUS and Acer, according to market research firm TrendForce.
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