AI server boom reshapes MLCC pricing as capacity shifts upmarket

<p class="P1" data-sourcepos="5:1-5:336;102-437">The rapid expansion of AI infrastructure is reshaping one of the semiconductor industry's most overlooked component markets. Soaring demand for high-end multilayer ceramic capacitors (MLCCs) is prompting suppliers to reallocate production capacity and driving a new round of price increases that extend beyond AI-specific products.