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Demand for artificial intelligence servers and related power systems is pushing lead times higher for high-end multilayer ceramic capacitors, elongated electrolytic capacitors, and hybrid aluminum electrolytic capacitors, distributor Nichidenbo has reported, with typical waits rising from around 1.5–2 months to 3–4 months and in some cases much longer.

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SiPearl and Semidynamics have announced a partnership to build one of the first European sovereign rack-scale AI platforms.

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Prosperity Dielectrics' surge in demand for high-end MLCCs, driven by higher-wattage AI server power systems, is extending lead times and prompting major capacity and material investments, with implications for global AI infrastructure supply chains as customers secure orders into 2026 and manufacturers race to rapidly boost high-performance ceramic powder production.

In its first-quarter 2026 earnings Q&A session on May 15, Semiconductor Manufacturing International Corporation (SMIC) outlined a strategic response to shifting global market dynamics. As leading international foundries and integrated device manufacturers (IDMs) pivot capacity toward high-margin AI processors and High Bandwidth Memory (HBM), SMIC has seen a significant influx of orders for standar

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This report examines how sensing solutions and edge AI are transforming manufacturing and enabling decision-making in dynamic environments.