AI Servers Are Turning Big MLCCs Into a 16-Week Waiting Game
High-power AI server supplies are driving demand for large-size, high-end MLCCs, stretching lead times beyond 16 weeks and improving order visibility into late 2026.
High-power AI server supplies are driving demand for large-size, high-end MLCCs, stretching lead times beyond 16 weeks and improving order visibility into late 2026.
EVs, solar power, smart meters, and compact electronics are turning ferrite materials into a strategic supply-chain battleground rather than a quiet magnetic component category.
Miniaturized multilayer metal power inductors are becoming a quiet enabler for wearables, earbuds, and AI-heavy smartphones that need smaller boards without sacrificing current handling.
Backup batteries and supercapacitors solve different reliability problems: batteries hold data longer on the shelf, while supercaps tolerate recharge cycles but lose charge faster and need more space.
Integrated voltage regulators are pushing power conversion closer to AI processors, making multilayer metal power inductors and embedded MLCCs strategic tools for current density, thermal control, and…