Samsung Electro-Mechanics Extends MLCC Delivery Lead Times Across All Lines to 52 Weeks as AI Server Demand Exacerbates Supply Tightness
Source：
wallstreetcn.com
According to data cited by Wallstreetcn from Korean Meili Securities, the lead times for Samsung Electro-Mechanics' low-capacitance, high-capacitance, and automotive MLCC products have extended from over 30 weeks in September to 52 weeks in October, meaning that some customers will need to wait approximately one year after placing an order. The lead times for the main MLCC products from Taiwanese manufacturer YAGEO also remain between 30 and 52 weeks.
