NuAxiSemiconductor trade intelligence
AI Demand Tightens High-capacitance MLCC Supply Through 1H27
What happened
According to EE Times Asia, AI-driven CPU and memory demand is tightening supply of high-capacitance MLCCs, with shortages forecast through mid-2027 (first half of 2027). The source does not state additional specific causes, affected manufacturers, or part numbers; the shortage is a forecast with a stated horizon through mid-2027, and no quantified actual shortage data is reported.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
high-capacitance MLCC
AI demandMLCCsupply tightnessshortage forecastCPUmemory
Source and time
Source: EE Times Asia · 11/8/2026 · View original source
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