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@zephyr_z9: PSA for Bottleneck bois Silicon capacitors are experiencing supply tightness and will likely pop off like MLCC players Murata, SEMCO, AP Mem...

@zephyr_z9 3 信息等级 3 1 噪音/剔除；2 较弱；3 普通事实；4 重要行业动态；5 极重大事件。该分数是信息显著性，不是投资建议。 发布：2026-05-24T13:06 抓取：2026-05-24 23:18
🔗 原文链接
行业 半导体
摘要

据推特消息，硅电容正经历供应紧张，与MLCC类似。Murata、SEMCO、AP Memory等厂商具有最高暴露度。

客观事实
  • 硅电容面临供应紧张
  • Murata、SEMCO、AP Memory具有最高暴露度
Murata SEMCO AP Memory

原文

PSA for Bottleneck bois
Silicon capacitors are experiencing supply tightness and will likely pop off like MLCC players
Murata, SEMCO, AP Memory have the highest exposure

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