被動元件掀超級循環! 國巨領軍19檔齊亮紅燈

The surge in demand for AI servers has reignited the passive component market. Tight supply of high-end MLCCs is driving global suppliers to accelerate their shift towards AI and server applications, propelling the industry into a new cycle of simultaneous increases in both volume and price. Samsung Electro-Mechanics has also reportedly secured a large AI server order in the US. As Japanese and Korean manufacturers shift towards high-margin products, Taiwanese companies are expected to absorb the spillover orders. This news has ignited a broad rally in the Taiwanese passive component sector, with Yageo, Walsin Technology, Lelon Electronics, and many other stocks hitting their daily limit. ✨Welcome to watch and subscribe to the TTVNews YouTube channel!✨ ◎【TTV News Network】👉https://news.ttv.com.tw/ ◎Subscribe to 【TTV News】👉   / @ttv_news   ◎Subscribe to 【TTV LIVE】👉   / @ttvlive   ◎Like 【TTV News Facebook】👉  / ttvnews   ◎Follow 【TTV News Instagram】👉  / ttvnews_tw  

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Corning Revolutionizes AI! Preform "Black Tech" Breaks Bottlenecks; NVIDIA and Apple Go All In—Ar...

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We're witnessing a structural shift in the memory industry, says BofA's Vivek Arya

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