{"id":450823,"date":"2026-05-20T07:49:17","date_gmt":"2026-05-20T07:49:17","guid":{"rendered":"https:\/\/www.newsbeep.com\/il\/450823\/"},"modified":"2026-05-20T07:49:17","modified_gmt":"2026-05-20T07:49:17","slug":"how-tiny-capacitors-became-the-latest-ai-driven-investor-darling","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/il\/450823\/","title":{"rendered":"How tiny capacitors became the latest AI-driven investor darling"},"content":{"rendered":"<p datatype=\"p\" data-qa=\"Component-Component\" class=\"e8zc9q40 css-1c6uqr6 ec74h0k1\">Demand for multilayer ceramic capacitors (MLCCs), tiny electronic components found in everything from smartphones to electric vehicles, is surging as the artificial intelligence boom triggers new production.<\/p>\n<p datatype=\"p\" data-qa=\"Component-Component\" class=\"e8zc9q40 css-1c6uqr6 ec74h0k1\">MLCCs, which act as electrical buffers in circuit boards, are increasingly deployed in massive volumes in high-performance servers, emerging as the latest AI-driven investor darling following memory chips and optical modules.<\/p>\n<p datatype=\"p\" data-qa=\"Component-Component\" class=\"e8zc9q40 css-1c6uqr6 ec74h0k1\">The AI hardware boom was squeezing production capacity as MLCC manufacturers prioritised high-end supply for data centres over consumer-grade capacitors, prompting suppliers to raise prices, TrendForce, a market research firm based in Taipei, said in a report released on Monday.<\/p>\n<p>The sector was seeing growing demand because next-generation AI hardware required significantly larger volumes of MLCCs, TrendForce said. Nvidia\u2019s next-generation <a target=\"_self\" class=\"e1yy41x40 ef9u0v01 css-1ankfgb ecgc78b0\" href=\"https:\/\/www.scmp.com\/tech\/big-tech\/article\/3338845\/nvidia-ceo-huang-says-next-generation-chips-full-production?module=inline&amp;pgtype=article\" title=\"\" data-qa=\"BaseLink-renderAnchor-StyledAnchor\" rel=\"nofollow noopener\">Rubin architecture<\/a>, which will power advanced AI computing platform but require more complex power management, used 12,000 MLCC units on a single board, compared with 6,500 on the current GB200 platform, the report said.<\/p>\n<p datatype=\"p\" data-qa=\"Component-Component\" class=\"e8zc9q40 css-1c6uqr6 ec74h0k1\">An AI server, densely packed with graphics processing units, consumes up to 10 times more power than a traditional server, and requires up to 28,000 MLCCs per unit, a 13-fold increase from a standard set-up, China Securities said in a research note issued last week.<\/p>\n<p datatype=\"p\" data-qa=\"Component-Component\" class=\"e8zc9q40 css-1c6uqr6 ec74h0k1\">The MLCC industry was poised for explosive growth, China Securities said \u2013 \u201cpotentially repeating the \u2018growth miracle\u2019 previously seen in the optical module sector\u201d.<\/p>\n<p datatype=\"p\" data-qa=\"Component-Component\" class=\"e8zc9q40 css-1c6uqr6 ec74h0k1\">The global MLCC market is dominated by Japanese and South Korean manufacturers, led by Murata Manufacturing and Samsung Electro-Mechanics (SEMCO), which have a tight grip on the high-end capacitors used in AI servers.<\/p>\n","protected":false},"excerpt":{"rendered":"Demand for multilayer ceramic capacitors (MLCCs), tiny electronic components found in everything from smartphones to electric vehicles, is&hellip;\n","protected":false},"author":2,"featured_media":450824,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[345,89817,343,344,210737,11554,210736,85,46,24754,210735,210740,210734,210738,4136,210741,210739,125607,31318,125,13742],"class_list":["post-450823","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-ai-server","tag-artificial-intelligence","tag-artificialintelligence","tag-chaozhou-three-circle","tag-china-securities","tag-guangdong-fenghua-advanced-technology","tag-il","tag-israel","tag-kyoto","tag-mlcc","tag-mlccs","tag-multilayer-ceramic-capacitors","tag-murata-manufacturing","tag-nvidia","tag-samsung-electro-mechanics","tag-semco","tag-south-korean","tag-taipei","tag-technology","tag-trendforce"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/450823","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/comments?post=450823"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/450823\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media\/450824"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media?parent=450823"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/categories?post=450823"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/tags?post=450823"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}