TrendForce says the AI arms race among global cloud service providers and shift
to in‑house ASIC accelerator platforms are driving heavy use of small‑size,
high‑capacitance, high‑temperature tolerant high‑end special‑spec MLCCs,
concentrating demand on a few top specifications. Supplier capacity expansion is
lagging, creating a material risk of structural shortages in these high‑end
MLCCs in H2 2026.
