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Digitimes October 23, 2026 By DIGITIMES neutral

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

SamsungAI / LLMSupply ChainData Center
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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