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This week, news from the supply - chain front has unveiled that the burgeoning applications of artificial intelligence (AI) have triggered a significant uptick in the demand for tantalum capacitors. Kemet, which operates as a subsidiary under the passive component behemoth Yageo Group, has officially dispatched a price - hike notice to its customers regarding tantalum capacitors. The newly adjusted prices are set to come into effect from November 1st. In parallel, the global memory industry is grappling with a structural, long - haul shortage. The production capacities of the three major DRAM manufacturers, namely SK Hynix, Samsung, and Micron, as well as those of NAND memory suppliers (including Kioxia and Yangtze Memory Technologies in mainland China, among others), are fully occupied.
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