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Digitimes November 11, 2026 By Levi Li neutral

AI's grip on capacitor supply leaves consumer electronics facing steeper price hikes

AI / LLMSupply ChainData Center
Nichidenbo Corporation said successive AI server generations, designed for higher power consumption and voltages, are increasing demand for high-end capacitors offering high capacitance and resistance to heat and voltage. AI-related products now account for 55–60% of its revenue, up from about 40% in the first quarter, and could exceed 60% in 2027.
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