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Channel sources say MLCC shortages have expanded beyond AI-specific parts to mainstream specifications, with major SKUs now undersupplied. Walsin Technology identifies 47uF as the tightest SKU and says AI-driven high-end orders have crowded out Japan

2026-06-15

Channel sources say MLCC shortages have expanded beyond AI-specific parts to mainstream specifications, with major SKUs now undersupplied. Walsin Technology identifies 47uF as the tightest SKU and says AI-driven high-end orders have crowded out Japanese and Korean capacity, spilling over to high-volume mobile/PC parts including 10uF, 22uF and X5R. Suppliers expect the shortage to continue into 2027 or 2028 and warn it could exceed the 2018 passive-component crunch.

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2026-06-15

According to the New York Post: Trump has threatened to impose a 100% tariff on French wine over the digital tax issue.

According to the New York Post: Trump has threatened to impose a 100% tariff on French wine over the digital tax issue.
2026-06-15

U.S. Vice President Vance said the Strait of Hormuz will remain open over the long term and is expected to permit free passage.

U.S. Vice President Vance said the Strait of Hormuz will remain open over the long term and is expected to permit free passage.
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