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MLCC is being singled out by investment banks this time—the hidden bottleneck in the AI supply chain can finally no longer stay concealed
Original Author: BitGo Finance
Original Source:
Reprinted from: Mars Finance
Editor's Note: The supply bottleneck of AI infrastructure is spreading from GPUs, memory, data centers, and power systems to even more fundamental hardware components. Goldman Sachs and Morgan Stanley have recently turned their attention to MLCCs—multi-layer ceramic capacitors long regarded as ordinary passive components.
In AI servers, MLCCs are responsible for stabilizing current, filtering noise, and serving as a safeguard for the chip’s operation. However, the demand for MLCCs is rising rapidly, while supply remains tight—making them one of the scarcest pieces in the AI supply chain.