"A Global Electronics Crisis Looms: The Unseen Consequences of AI's Insatiable Appetite for MLCCs The rapid growth of artificial intelligence (AI) has been hailed as a technological revolution, but behind the scenes, a different story is unfolding. The massive demand for multilayer ceramic capacitors (MLCCs) driven by AI applications has triggered a supply bottleneck, threatening to disrupt the global electronics industry. MLCCs are a critical component in AI systems, used to filter and regulate power supplies, and their scarcity is now causing production delays and price hikes. As AI adoption accelerates, the world may be on the cusp of a global electronics crisis, with far-reaching consequences for industries from smartphones to electric vehicles."
How massive AI-driven demand for MLCCs triggered a supply bottleneck South China Morning Post
