The disadvantage of placing a silicon capacitor (si-cap) near the die is that its ESR is higher compared to an MLCC. It appears that Murata Manufacturing offers a competing silicon capacitor product called the LLF0YK series. However, due to anti-resonance issues, it will be interesting to see which option holds the advantage, depending on the client's design philosophy and cost trade-offs
Murata sits on both your lists, and that’s the underrated part: it’s been in silicon capacitors since acquiring IPDiA (Caen, France) in 2016 — nearly a decade before “package-level” became a headline. So the dual-track future likely extends the Japanese MLCC incumbents rather than disrupting them: the leader that owns the board is already furthest along inside the package.
The disadvantage of placing a silicon capacitor (si-cap) near the die is that its ESR is higher compared to an MLCC. It appears that Murata Manufacturing offers a competing silicon capacitor product called the LLF0YK series. However, due to anti-resonance issues, it will be interesting to see which option holds the advantage, depending on the client's design philosophy and cost trade-offs
Murata sits on both your lists, and that’s the underrated part: it’s been in silicon capacitors since acquiring IPDiA (Caen, France) in 2016 — nearly a decade before “package-level” became a headline. So the dual-track future likely extends the Japanese MLCC incumbents rather than disrupting them: the leader that owns the board is already furthest along inside the package.
https://substack.com/@tk2foevrous/note/p-202645585?r=79zrt3
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