AI Boom Is Reshaping the MLCC Market — Are You Facing Supply Pressure?

2026-05-24

With the rapid growth of AI technologies, the global passive components market is entering a new cycle of tight supply and rising demand. Among all passive components, MLCCs have become one of the most critical and heavily consumed components in AI infrastructure.

AI Servers Are Consuming Massive Quantities of MLCCs

According to industry reports and market forecasts from leading manufacturers, the latest AI server platforms require an astonishing number of MLCCs.

For example, NVIDIA’s GB300 AI platform is estimated to use around 30,000 MLCCs per server board, while a single AI rack may consume up to 440,000 MLCCs — dozens of times more than traditional consumer electronics and far beyond the demand generated by conventional industrial equipment.

As GPU computing power continues to increase, power architecture designs become more complex, and demand for filtering, power management, and anti-interference circuits rises significantly, MLCC usage is showing strong structural growth across AI servers, edge AI devices, automotive electronics, and industrial systems.

Leading Manufacturers Are Expanding Capacity — But Supply Remains Tight

Major MLCC manufacturers such as Murata Manufacturing, Samsung Electro-Mechanics, and other top-tier suppliers are actively expanding production capacity to meet the explosive AI-driven demand.

Recent industry news also shows that some manufacturers are increasing investments worth hundreds of billions of yen into MLCC production expansion plans.

However, despite these expansion efforts, the market situation remains challenging:

• Raw material costs such as silver, copper, and rare-earth-related materials continue to rise
• High-capacitance and high-voltage MLCC supply remains constrained
• Delivery times from some factories have reportedly extended to around 20 weeks
• Multiple MLCC manufacturers have announced price increases
• Spot shortages are becoming more frequent in certain series and package sizes

Industry insiders widely expect that supply pressure, lead-time extensions, and price increases may become even more obvious in the coming months as AI infrastructure projects continue accelerating worldwide.

Hongda Capacitors Can Support Your MLCC Supply Needs

As a professional electronic components manufacturer and supplier, Hongda Capacitors can provide a wide range of MLCC solutions for industrial, power supply, communication, and AI-related applications.

Our Advantages

• Wide capacitance range (including high-capacitance 22μF–100μF solutions)
• Multiple dielectric types: X5R, X7R, NPO
• Compact case sizes: 0402, 0603, 0805, 1206 and beyond
• High voltage options for industrial and renewable energy applications
• Stable supply capacity with competitive lead time
• Strict quality control and reliability testing

With the rapid expansion of AI computing, supply stability and technical support are critical. Hongda Capacitors is committed to providing:

• Consistent performance
• Reliable long-term supply
• Flexible customization support
• Cost-effective alternatives to leading global brands

Here is MLCC datasheet for you review: https://hongdacap.com.hk/pdf/HLC-Chip_Ceramic_Capacitors-MLCC.pdf

Please check if you are currently facing any MLCC shortage, long lead time, or urgent demand. In addition to MLCC, we can also support you with SMD electrolytic capacitors, tantalum capacitors, inductors, supercapacitors, and other passive components. We are glad to provide you with reliable and cost-effective solutions.

Contact Us

Hongda Capacitors
TEL: +86 769 8220 7248
Email: miya@hongdacap.com.hk