Demand for multilayer ceramic capacitors (MLCCs), tiny electronic components found in everything from smartphones to electric vehicles, is surging as the artificial intelligence boom triggers new production. MLCCs, which act as electrical buffers in circuit boards, are increasingly deployed in massive volumes in high-performance servers, emerging as the latest AI-driven investor darling following ...
Demand for multilayer ceramic capacitors (MLCCs), tiny electronic components found in everything from smartphones to electric vehicles, is surging as the artificial intelligence boom triggers new production. MLCCs, which act as electrical buffers in circuit boards, are increasingly deployed in massive volumes in high-performance servers, emerging as the latest AI-driven investor darling following memory chips and optical modules. The AI hardware boom was squeezing production capacity as MLCC manufacturers prioritised high-end supply for data centres over consumer-grade capacitors, prompting suppliers to raise prices, TrendForce, a market research firm based in Taipei, said in a report released on Monday. Advertisement The sector was seeing growing demand because next-generation AI hardware required significantly larger volumes of MLCCs, TrendForce said. Nvidia’s next-generation Rubin architecture , which will power advanced AI computing platform but require more complex power management, used 12,000 MLCC units on a single board, compared with 6,500 on the current GB200 platform, the report said. An AI server, densely packed with graphics processing units, consumes up to 10 times more power than a traditional server, and requires up to 28,000 MLCCs per unit, a 13-fold increase from a standard set-up, China Securities said in a research note issued last week. Advertisement The MLCC industry was poised for explosive growth, China Securities said – “potentially repeating the ‘growth miracle’ previously seen in the optical module sector”. The global MLCC market is dominated by Japanese and South Korean manufacturers, led by Murata Manufacturing and Samsung Electro-Mechanics (SEMCO), which have a tight grip on the high-end capacitors used in AI servers.
As someone who has made much of his devotion to science, Bryson DeChambeau isn’t foolish enough to fall for any old conspiracy theory. But he does believe the moon landings may not have been all they seemed. And that interdimensional beings may be visiting Earth. The two-time major champion appeared this week on a podcast hosted by Katie Miller, the wife of White House senior adviser Stephen Mille...
As someone who has made much of his devotion to science, Bryson DeChambeau isn’t foolish enough to fall for any old conspiracy theory. But he does believe the moon landings may not have been all they seemed. And that interdimensional beings may be visiting Earth. The two-time major champion appeared this week on a podcast hosted by Katie Miller, the wife of White House senior adviser Stephen Miller. During the interview DeChambeau spoke about conspiracy theories, golf and his friendship with Donald Trump. Miller asked DeChambeau whether he believed astronaut Alan Shepard had played golf on the moon during the Apollo 14 mission in 1971. “Oh, I don’t, here we, conspiracy theory, I don’t know,” DeChambeau said. “Look, Elon [Musk] says we’ve definitely gone there. So I tend to go that route, because he’s the man that knows quite a bit about all that. Artemis just went around the moon. So I do believe if we spent a lot of our resources like they say we did, I think we did. I don’t think the footage is real. But I think we did go to the moon. I don’t know about the footage. It’s quite, it’s quite wild.” After suggesting thousands of people – including Shepard, Neil Armstrong and Buzz Aldrin – had not been entirely truthful about Nasa’s moon landings, DeChambeau dealt with other weighty topics. “I do think that there are interdimensional beings out there, for sure,” DeChambeau, who was a physics major in college, said. “I do believe in UAPs [Unidentified Anomalous Phenomena]. UAPs, UFOs, I think they’re more than just aliens from another world. Maybe aliens from another world. But I think there’s more. There’s a lot more to that story.” DeChambeau was also asked about his relationship with Trump, the most powerful man in the world. “He gives me a lot of crap about pickles, actually,” said DeChambeau. DeChambeau is one of the most prominent players on the LIV Golf, which faces an uncertain future after Saudi Arabia’s Public Investment Fund announced plans to withdraw fundin...
Key Points Oil prices and inflation have moved significantly higher, creating an increased risk of economic slowdown later this year. Many portfolios still tilt heavily toward tech and growth stocks. Shifting some capital to dividend ETFs could mitigate some downside risk. These three dividend ETFs can be used either individually or collectively, given their differing approaches to stock selection...
Key Points Oil prices and inflation have moved significantly higher, creating an increased risk of economic slowdown later this year. Many portfolios still tilt heavily toward tech and growth stocks. Shifting some capital to dividend ETFs could mitigate some downside risk. These three dividend ETFs can be used either individually or collectively, given their differing approaches to stock selection. 10 stocks we like better than Schwab U.S. Dividend Equity ETF › The summer season on Wall Street has a reputation for being a quieter, lower-volatility period. People are on vacation. They're enjoying the nice weather. That kind of environment tends to mitigate the risk of conditions falling apart. Right? In reality, stocks are vulnerable at any time of the year. For example: Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » 2025's Liberation Day tariff implementation in April kept volatility at least modestly elevated well into June. In August 2024, the pullback stemming from the unwinding of the yen carry trade caused the VIX to spike as high as 65. During the 2022 bear market, market volatility remained above average for most of the year as the Federal Reserve aggressively raised interest rates. This year, with the Iran war still in the news, inflation rising to multiyear highs, and the markets bracing for a potential interest rate hike, the stage is set for another round of volatility. Exchange-traded funds (ETFs) specializing in dividends usually offer a more conservative equity option in these environments, with lower risk and better downside protection. So many portfolios right now are heavy with tech and growth stocks. Rebalancing some capital into a top-tier dividend ETF could be the right move for anxious investors. 1. Schwab U.S. Dividend Equity ETF The Schwab U.S. Dividend Equity ETF (NYSEMKT:...