TAIYO YUDEN Launches New Metal Power Inductors Combining Advanced Performance With a Smaller Size

PR NewswireMay 13 01:15

New Buy Rating for Taiyo Yuden Co., Ltd. (6976), the Technology Giant

TipRanksMay 11 20:08 · Ratings

Taiyo Yuden Rides AI-driven Demand to Profit Surge and Higher Outlook

TipRanksMay 8 15:30

Taiyo Yuden Sees FY Net Y18.00B

Dow JonesMay 8 14:34

Taiyo Yuden FY Net Y14.81B Vs Net Y2.33B

Dow JonesMay 8 14:34

An AI server consumes 15 times the capacitance: MLCC, substrates, and TCB may emerge as new winners in the chip supply chain.

Due to the extremely high energy consumption of AI servers, their usage of MLCCs (multi-layer ceramic capacitors) is up to 15 times that of traditional servers, driving a surge in demand for related components. Currently, the utilization rates of production lines for MLCCs, advanced substrates, and TCB (thermo-compression bonding) equipment all exceed 90%. The tight supply and demand situation has enabled suppliers to gain pricing power and initiate price increases. Asian suppliers such as Samsung Electro-Mechanics, Murata Manufacturing, and Unimicron Technology have become the biggest beneficiaries.

wallstreetcnApr 29 13:38