Jukan(@jukan05):Samsung Electro-Mechanics announced an MLCC supply agreement today, and what stands out is that it identified the counterparty only as a “large global company.” You know what that implies: MLCCs are now becoming subject to LTAs with Big Tech companies as well.

Jukan

@jukan05

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Jukan@jukan05

2026.07.23 00:18

Samsung Electro-Mechanics announced an MLCC supply agreement today, and what stands out is that it identified the counterparty only as a “large global company.” You know what that implies: MLCCs are now becoming subject to LTAs with Big Tech companies as well.