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Mitsubishi Materials scales thermistor capacity sixfold amid AI boom
What happened
Mitsubishi Materials plans to expand thermistor and temperature sensor production due to AI-driven demand for optical transceivers. The Thailand facility will gradually add equipment to raise monthly capacity to approximately 12 million units by November 2027, which is about six times the 2025 capacity.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
thermistorstemperature sensors
Mitsubishi Materials
expansionAIoptical communicationsThailand
Source and time
Source: DigiTimes Asia · 10/26/2026 · View original source
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