New Delhi, Nov. 4 -- A growing shortage of high-performance capacitors used in artificial intelligence (AI) servers is expected to intensify in early 2027, as rising demand for processors and memory drives new supply contracts for Samsung Electro-Mechanics and a major capacity expansion by Japan's Murata Manufacturing, The Korea Herald reported.

Shortages of high-end multilayer ceramic capacitors (MLCCs) are expected to peak in the first two quarters of 2027, as demand for AI infrastructure expands beyond graphics processors to server CPUs, DDR5 memory and networking equipment, the report said, citing TrendForce.

MLCCs are small electronic components that help stabilise the power supply to processors and other circuits. Advanced AI serv...