I think we're seeing AI server MLCC demand cause an interesting effect... with tightening capacity for consumer/general-purpose MLCCs. If you get Viet...

I think we're seeing AI server MLCC demand cause an interesting effect... with tightening capacity for consumer/general-purpose MLCCs.If you get Vietnam flashbacks like I do to $MU / Samsung / SK Hynix -> Legacy DRAM: My thesis is we'll see the same thing here maybe late H2, early 2027 with consumer/broad MLCCs. From July 6th: "the crowding-out effect from AI-oriented high-end MLCC production...