Ample Electronic, a supplier of conductive paste materials for passive components, said strong artificial intelligence demand has helped drive a hot multilayer ceramic capacitor market and pushed customer orders higher. The Taiwan-based company reported July consolidated revenue of NT$269 million(US$8.33 million), a record high, while earnings per share for the second quarter of 2025 also reached a quarterly peak as downstream demand accelerated.
The Trump administration is preparing to impose a 15% tariff and minimum import prices on polysilicon and selected derivative products, placing an upstream material shared by solar panels and semiconductor chips at the center of efforts to reduce US exposure to Chinese supply.
SpaceX's first quarterly earnings release has offered fresh evidence that Starlink's expansion is moving beyond subscriber growth and into a more hardware-intensive phase, strengthening expectations that next-generation satellite networks and direct-to-device services will raise demand for higher-power radio-frequency components.
Aurona said shipments of ABF substrate pads and CCL-related packaging materials both rose, extending its growth momentum in the second quarter of 2026. Stronger demand for CCL-related products helped lift quarterly revenue to NT$420 million (US$13 million), up 24.2% year-over-year.
Samsung Electro-Mechanics (SEMCO) is reportedly pulling forward the start-up of its first overseas multilayer ceramic capacitor (MLCC) plant, a move that underscores how an AI-driven scramble for the tiny components is reshaping pricing and investment across the industry.
The rapid expansion of AI infrastructure is reshaping one of the semiconductor industry's most overlooked component markets. Soaring demand for high-end multilayer ceramic capacitors (MLCCs) is prompting suppliers to reallocate production capacity and driving a new round of price increases that extend beyond AI-specific products.
Samsung Electro-Mechanics (Semco) is broadening its collaboration with South Korean materials supplier SoulBrain beyond glass substrate etchants to include copper plating chemicals and chemical mechanical polishing (CMP) slurries, as the companies race to secure key materials for next-generation AI chip packaging.
