AI power scaling is turning MLCCs into a strategic bottleneck

Conviction: 67% · Horizon: 3Y · 2026-05-05

Higher AI GPU power density is increasing MLCC content per system

AI servers need lower impedance, tighter voltage stability, and faster transient response near the chip. That pushes more high-performance decoupling capacitance into each GPU board and server, creating structural demand for advanced MLCC suppliers.

Instrument	Side	Target	Reason
6981.T	Long		We believe AI compute growth is raising the value of suppliers that can deliver dense, reliable MLCCs for high-current low-voltage power delivery. Murata is well positioned if content per accelerator and server keeps increasing faster than overall unit growth alone.

Themes

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