MLCC Capacitors Emerge as Next AI Supply Chain Bottleneck with 20x Price Surge
By
Tyler Durden
Summary
This article discusses how MLCCs (Multi Layer Ceramic Capacitors) are emerging as the next AI infrastructure bottleneck, following the pattern of memory chips. It notes that prices for a specific MLCC model (0805 22μF) have skyrocketed over 20x due to demand from Nvidia's next-generation Vera Rubin rack and broader AI buildout, suggesting this component sector could generate returns that match or exceed those seen in the memory market.
Source
Twitter / XMLCC Capacitors Emerge as Next AI Supply Chain Bottleneck with 20x Price Surgezerohedge.comKey quotes
· 3 pulledI don't see any signs of prices cooling down.
Capacitors are the new memory
The next sector that generates memory-like returns, or even surpasses them
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