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Taiyo Yuden sees ‘scary’ levels of AI parts demand risking supply chain

Latest articles - The Japan Times·Taiyo Yuden sees ‘scary’ levels of AI parts demand risking supply chain·4 months ago

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#japantimes #components #artificial #intelligence #mlccs #multilayer

The Tokyo-based company and Murata Manufacturing comprise the bulk of the world's supplies of high-end multilayer ceramic capacitors needed for artificial intelligence.

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Murata beats profit estimates as AI data-center demand strains production

The Japan Times·Takashi Mochizuki·5 months ago

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#muratamanufacturing #manufacturing #ai #fuelshock #sanaetakaichi #company

The company says it is struggling to catch up with runaway demand for its multilayer ceramic capacitors, sought by U.S. hyperscalers for artificial intelligence data centers.

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Taiyo Yuden sees ‘scary’ levels of AI parts demand risking supply chain

Murata beats profit estimates as AI data-center demand strains production