India, May 27 -- According to the latest investigation by TrendForce, strong demand for AI chips has tightened the supply of high-end MLCCs and squeezed the availability of consumer-grade MLCCs.

This dynamic has prompted some distributors to stockpile inventory preemptively, causing suppliers to respond with price adjustments. Recent price negotiations between ODMs and suppliers indicate that the average drop in overall MLCC prices has narrowed to its smallest margin in nearly three years, suggesting that the MLCC price cycle has reached a critical turning point and is poised for an upward turn.

A closer look at high-end MLCC demand reveals the primary driver of this supply-demand imbalance. While a single NVIDIA GB200 board requires ap...