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Semco's 61-week MLCC lead times give suppliers upper hand in AI supply chain
What happened
Samsung Electro-Mechanics (Semco) is gaining pricing power because AI server demand has extended multilayer ceramic capacitor (MLCC) lead times beyond a year (61 weeks per the title). The source states the cause as AI server demand. Shortages now span consumer, automotive and industrial products, prompting customers to secure 2027 supplies.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
multilayer ceramic capacitor (MLCC)
Samsung Electro-Mechanics (Semco)
MLCClead_timeAI_servershortagepricing_power
Source and time
Source: DigiTimes Asia · 10/23/2026 · View original source
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