SEMIS MEMO: SUPPLY CHAIN INHERITANCE

Summary from the TLDR AI newsletter

The AI infrastructure boom has driven increased demand for analog and power semiconductors, notably benefiting Multilayer Ceramic Capacitors, amidst a past supply glut and competition. Companies like Texas Instruments and NXP Semiconductors are avoiding capacity expansion, focusing instead on raising prices and improving profitability. The semiconductor supply chain, previously supporting EV and solar industries, is now being leveraged for AI-related demand growth.