Brind.
  1. Goldman Sachs projects quadrupled MLCC demand by 2030, driven by the needs of companies like Nvidia, which relies on specialized components from manufacturers like Taiyo Yuden and Murata based in Tokyo.

Nvidia uses MLCCs from Shenzhen suppliers, and Apple's supplier Foxconn operates in the region.

4 reports, 2 independent Updated Jul 3
Gone quiet
Reports
4
Developments
2
Repetition
75%

New informationRepeats or wire copies

AI-generated analysis. Brind wrote this summary from the reports listed below. It can be wrong. Each section says how much you can rely on it, and the sources are linked so you can check.

What happened

Some supportReported by 2 outlets

Nvidia uses MLCCs from Shenzhen suppliers, and Apple's supplier Foxconn operates in the region.

Who's involved

What this event is mainly about
NvidiaApple Inc.

How it developed

Newest first. Tap a step to see who reported it.
  1. Foxconn is currently serving as Nvidia's largest server maker, leveraging strong AI demand to drive revenue, with operational reporting linked to Taipei.Sub-event
  2. Nvidia relies on MLCCs from Shenzhen suppliers, and Apple's Foxconn operates there.1 source

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Part of

Goldman Sachs projects quadrupled MLCC demand by 2030, driven by the needs of companies like Nvidia, which relies on specialized components from manufacturers like Taiyo Yuden and Murata based in Tokyo. All 1 developments

The entities involved

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Coverage

Newest first; wire copies grouped
2 more outlets ran the same wire story