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Taiyo Yuden sees ‘scary’ levels of AI parts demand risking supply chain

Takashi Mochizuki· ·1 min read · 0 reactions · 0 comments · 11 views
 Taiyo Yuden sees ‘scary’ levels of AI parts demand risking supply chain

The Tokyo-based company and Murata Manufacturing comprise the bulk of the world's supplies of high-end multilayer ceramic capacitors needed for artificial intelligence.

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Japan Times · Takashi Mochizuki
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Multilayer ceramic capacitors, which are tiny components that regulate and stabilize power flow in electronic devices, are becoming a growing bottleneck in the construction of artificial intelligence data centers. | BLOOMBERG

Excerpt limited to ~120 words for fair-use compliance. The full article is at Japan Times.

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