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AI Demand Tightens High-capacitance MLCC Supply Through 1H27

Demand for high-capacitance multilayer ceramic capacitors (MLCCs) is rising as AI workloads shift from model training toward inference and AI agents, according to TrendForce. The growth in AI computing is driving CPU demand, increasing requirements for associated power modules and DDR5 memory. These components use high-capacitance MLCCs in CPU motherboards and memory modules, adding pressure to an already constrained supply. NVIDIA’s Vera Rubin p