Semco's MLCC lead times hit 61 weeks as AI demand tightens supply

Samsung Electro-Mechanics is gaining pricing power as AI server demand pushes multilayer ceramic capacitor (MLCC) lead times past a year to 61 weeks. Shortages now span consumer, automotive and industrial products, prompting customers to secure 2027 supplies.

• Semco MLCC lead times have reached 61 weeks
• Shortages hit consumer, automotive and industrial segments
• Customers are booking 2027 supplies in advance