Holy Stone: Strong AI Demand Drives Capacity Expansion; High-end Shortages Expected

Key facts

  • Holy Stone: Strong AI Demand Drives Capacity Expansion; High-end Shortages Expected
  • Holy Stone Chairman Tang Chin-jung stated that NVIDIA's AI platform is driving strong demand for passive components like MLCCs. The company plans to expand capacity through 2027, warning that shortages may intensify if AI demand remains robust.
  • Source: PR Times
  • Date: May 25, 2026

Direct answer

Holy Stone Chairman Tang Chin-jung stated that NVIDIA's AI platform is driving strong demand for passive components like MLCCs. The company plans to expand capacity through 2027, warning that shortages may intensify if AI demand remains robust.

Citation
Holy Stone: Strong AI Demand Drives Capacity Expansion; High-end Shortages Expected (May 25, 2026), PR Times
Source
PR Times
Date
May 25, 2026
Holy Stone Chairman Tang Chin-jung stated that NVIDIA's AI platform is driving strong demand for passive components like MLCCs. The company plans to expand capacity through 2027, warning that shortages may intensify if AI demand remains robust.
techNQ 49/100出典：PR Times

📋 Article Processing Timeline

  • 📰 Published: May 25, 2026 at 14:49
  • 🔍 Collected: May 25, 2026 at 15:01 (12 min after Published)
  • 🤖 AI Analyzed: May 31, 2026 at 20:35 (149h 34m after Collected)
According to CNA, Holy Stone Chairman Tang Chin-jung noted that NVIDIA's AI platform has driven strong demand for passive components, including multi-layer ceramic capacitors (MLCCs). Holy Stone will continue to expand capacity this year and through 2027. Tang predicts that if the strong AI demand persists, the shortage of passive components will become more pronounced by 2027. The company is increasing the proportion of high-end components for AI applications. Holy Stone expects to increase capacity by 20-30% this year and another 30-40% by 2027, as equipment lead times have stretched to 1-1.5 years. Key clients include US-based Cloud Service Providers (CSPs) and major laptop brands. Beyond AI data centers, Tang sees significant opportunities in the next 3-5 years in areas like Backup Battery Units (BBU), humanoid robots, and flying cars.

FAQ

Why is Holy Stone expanding production?

To meet the surging demand for AI and address expected shortages in high-end passive components.

What are the key facts in this article?

Holy Stone Chairman Tang Chin-jung stated that NVIDIA's AI platform is driving strong demand for passive components like MLCCs. The company plans to expand capacity through 2027, warning that shortages may intensify if AI demand remains robust.

What is the direct answer?

Holy Stone Chairman Tang Chin-jung stated that NVIDIA's AI platform is driving strong demand for passive components like MLCCs. The company plans to expand capacity through 2027, warning that shortages may intensify if AI demand remains robust.

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