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    AI server boom fuels record supply crunch for the ‘rice of electronics’

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    Source: South China Morning Post
    Published: 2026-08-26 23:30 UTC+10:00
    Section: TDK Corporation
    Factuality Score: 92
    Opinion Category: Neutral
    Topics: Technology & AI, Technology
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    Snippet:
    UBS data shows a major squeeze on MLCCs, setting the stage for what some believe could be the longest demand cycle in the sector’s history
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