India, June 20 -- According to TrendForce's latest MLCC industry research, the ongoing AI arms race among global CSPs is accelerating the adoption of in-house ASIC accelerators, which increasingly rely on small-form-factor, high-capacitance, high-temperature-resistant MLCCs.

As such, demand is rapidly concentrating on a limited number of premium specifications. However, with supplier capacity expansion lagging behind demand growth, the risk of structural shortages in the second half of 2026 is becoming increasingly difficult to ignore.

TrendForce notes that next-generation AI accelerator platforms are undergoing frequent design modifications during the final qualification stage, resulting in substantial increases in high-end MLCC conten...