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UBS: Global MLCC distributor inventories fall 8% as unit prices rise 7%
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AI server demand lifts top five NAND Flash suppliers’ revenue 77% in 2Q26
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Samsung Electro-Mechanics reportedly raises Shenzhen-supplied MLCC prices by 30%
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NAND Flash shortage may persist through early 2027 before supply recovers
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Power semiconductor lead times hit 30 weeks as AI drives 800V shift
Manufacturer
ROHM launches 100V MOSFET to boost 48V hot-swap designs in AI servers
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Micron’s HBM4 delay threatens its position in the next AI memory cycle
MarketWatch
Samsung regains top spot in global memory chip market in Q3, driven by strong DRAM and NAND demand
Distribution
WT Microelectronics and NICHIDENBO form strategic alliance through share swap
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