TSMC2026-09-07 00:07:16TSMC Expands Advanced Node Capacity Below 3nm; Analysts Expect Q3 Revenue to Exceed NT$400BTSMC is ramping up production capacity for process nodes below 3nm in response to rising demand for AI and high-performance computing. Analysts predict that 3nm revenue will surpass 5nm for the first time in the second half of 2026, with Q3 single-quarter revenue expected to exceed NT$400 billion, representing over 30% of total revenue and boosting gross margins.900
MLCC2026-08-10 00:39:27AI Demand Triggers MLCC Supply Crunch, Buyers Pay Up to Triple PricesStrong AI demand is tightening the market for multilayer ceramic capacitors (MLCCs), with some customers paying two to three times normal prices to secure supply from major makers such as Yageo and Murata. Delivery lead times have now extended to 12–16 months. Yageo said capacity utilization is climbing, with standard products expected to hit above 90% this quarter from roughly 80% and specialty products staying high, pushing the company closer to full loading. A growing number of AI-related clients are seeking long-term agreements to lock in capacity for six months or even years. Yageo is expanding output in Kaohsiung, Suzhou, Vietnam and Mexico. Large MLCC makers are prioritizing big customers and long-standing partners, leaving smaller buyers with tighter supply and forcing them to scramble and pay premiums. Meanwhile, Japanese suppliers Murata and Taiyo Yuden have raised their outlooks, citing stronger-than-expected demand from AI servers and data centers that is boosting use of high-capacitance parts.1800
CXMT2026-08-09 11:08:46CXMT Hits Capacity Limit This Year; HP and Acer Move to Secure More Chip SupplyCitrini analyst jukan said in a post on X (formerly Twitter) that, according to The Wall Street Journal, ChangXin Memory Technologies (CXMT) has reached its capacity ceiling this year, leaving virtually no room to accept new international customers. HP and Acer have already obtained only limited volumes of memory chips from the Chinese memory chipmaker and are looking to lock in more supply for next year. The report said many of CXMT's products are priced at roughly the same price level as comparable memory chips from Micron, SK Hynix and Samsung, and some carry higher price tags. U.S. federal regulations prevent Apple from ordering custom chips from CXMT, so Apple can only use off-the-shelf components. If Apple uses CXMT's standard memory chips, it may have to redesign some of its products. Jukan's comments, which cited The Wall Street Journal report, were posted on X and relayed by Odaily Planet Daily.1780
