NuAxiSemiconductor trade intelligence
Holy Stone Enterprise expands Japan and Taiwan capacity, signaling tighter MLCC supply for AI power supplies
What happened
Holy Stone Enterprise plans to invest NT$3 billion to expand MLCC production lines in Japan and Taiwan, targeting demand from AI power supplies. The expansion signals an industry response to tightening supply for high-power applications. Bearish: Increased capacity could alleviate supply pressure and moderate future price increases.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
MLCC
Holy Stone Enterprise
capacity-expansionai-power-supply
Source and time
Source: DigiTimes Asia · 3/27/2026 · View original source
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