NuAxiSemiconductor trade intelligence
The high-capacitance #MLCC shortage persists! With #NVIDIA Vera Rubin ramping up and #AMD sourcing MI450 components, ODMs expect high-end MLCC shortag...
What happened
TrendForce reported on October 29, 2026 that the high-capacitance MLCC shortage persists; with NVIDIA Vera Rubin ramping up and AMD sourcing MI450 components, ODMs expect high-end MLCC shortages to peak in Q1 and Q2 2027. TrendForce also noted that AI inference drives CPU and DDR5 demand, with high-capacitance MLCC shortages expected to persist.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
high-capacitance MLCChigh-end MLCCCPUDDR5
MLCCshortagehigh-capacitanceNVIDIAVera RubinAMD
Source and time
Source: TrendForce Official (Market Data) · 10/29/2026 · View original source
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