"Apparently, a poor-quality, water-based electrolyte had been supplied to multiple manufacturers of low-ESR aluminum electrolytic capacitors in Taiwan. Our intelligence sources in Taiwan later confirmed that as many as eleven manufacturers of low-ESR aluminum capacitors in Taiwan might have been exposed to the poor electrolyte.
Concern has been building that CEMs’ use of local suppliers in Asia might end up costing manufacturers more money than they would have saved in the long term. It is also speculated that the failures of the aluminum capacitors might just be the “tip of the iceberg,” and that other component failures from low-cost Asian suppliers might be forthcoming."
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HERE