AI boom shifts parts shortage to MLCCs, substrates as Korea suppliers diverge
· Source: chosunbiz.com
In short
Driven by AI demand, shortages are spreading from memory chips to multilayer ceramic capacitors (MLCCs) and semiconductor package substrates, with lead times stretching to 48–56 weeks for high-performance substrates and around 35 weeks for MLCCs. Big Tech customers such as Nvidia and Tesla are now co-funding capacity expansions at Samsung Electro-Mechanics, whose third-quarter operating profit consensus is up 148% year on year, while LG Innotek's heavy reliance on mobile camera modules limits its ability to convert AI demand into profit.
Read Original Article — Read the full article on the publisher’s site.
In the issue of week 44, 2026: Warehouse AI now has live throughput proof: Aeon reports loading doubled at Saitama
Tags: supply-chain, semiconductors, MLCC, substrates, procurement, capacity