Server DRAM demand is expected to grow nearly 6x by 2030 and account for ~60% of the entire market. That matters most for $MU and $SKHY since servers are expected to drive ~80% of all incremental DRAM demand as AI infrastructure becomes biggest source of growth.

Server Maintenance Notice: July 29, 2026 (UTC+8) Hey Appraiser, To improve your gameplay experience, NTE will undergo maintenance on July 29, 2026, from 06:00 to 11:00 (UTC+8). Access to "Pink Paws Heist" will be closed starting at 05:30 (UTC+8) and restored after maintenance. Login will be unavailable during this period, so please plan accordingly. After maintenance, restart your game to install the updates. We apologize for any inconvenience! ※ The "Before the Dawn" Limited Board is available until July 29, 2026, 05:59 (UTC+8). Be sure to visit the "Resolve Perks" page to redeem the cosmetic rewards from this board before the event ends. [Maintenance Window & Compensation] ● Duration: July 29, 2026, 06:00 – 11:00 (UTC+8) ● Compensation: Annulith x300 ● Eligibility: Appraisers who created their character before July 29, 2026, 06:00 (UTC+8) ● Distribution: Sent via in-game mail after maintenance. Remember to claim the items before they expire. ※ Maintenance may end earlier or later than scheduled depending on actual progress. Please keep an eye on our official announcements for updates. Ver.1.2 "999 Nights" is now live! Download Now >> #NTE# #NevernesstoEverness#

AI Server Boom Triggers New MLCC Supply Squeeze AI server demand is driving a new MLCC shortage cycle, with tight supply expected through 2027 and potentially into 2028 if edge AI demand strengthens A single AI server rack can require 300,000–400,000 capacitors, far more than resistors or inductors, making MLCCs one of the biggest passive-component bottlenecks Murata and Samsung Electro-Mechanics remain the leaders in high-end AI server MLCCs, especially compact, ultra-high-capacitance parts. As they shift more capacity toward these premium products, consumer, automotive, and industrial orders are increasingly moving to Taiwanese suppliers Yageo has reached 90% MLCC utilization and is expanding capacity in Kaohsiung and Suzhou. Its combined MLCC, resistor, and tantalum capacity is expected to be 15% higher by the end of 2026 than a year earlier Walsin is running at 80–85% utilization and raised its 2026 capex budget from NT$500M–NT$1B to at least NT$3B. It expects 10–15% capacity growth in MLCCs and resistors, with a larger expansion planned for 2027 Pricing is also tightening. SEMCO is expected to raise prices by 25–30% for general-purpose X5R products and 10–20% for high-end X6S products used in AI servers The setup is increasingly favorable for Yageo and Walsin, as stronger AI demand, high utilization, rising backlogs, and order transfers from Japanese and Korean suppliers converge into the strongest MLCC expansion cycle in years

⚔️ SERVER BATTLE QUEST – Week 04 ⚔️ Victory is earned on the battlefield! Stand with your fellow Einherjar in this week's Server Battle and fight for glory. 📸 How to Enter: Reply to this post with a screenshot of your participation! 🏆 5 Winners 💰 Prize: $5 worth of WEMIX each 📅 Results: Winners are announced every Monday on our Discord: Good luck, Einherjar!🛡️ #LegendOfYMIR# #YGG# #WEMIX#