{"id":231544,"date":"2026-06-14T22:00:00","date_gmt":"2026-06-15T02:00:00","guid":{"rendered":"https:\/\/testing.news-you-need.com\/index.php\/2026\/06\/14\/the-rice-of-electronics-how-ai-driven-demand-for-mlccs-triggered-a-supply-bottleneck\/"},"modified":"2026-06-15T00:35:20","modified_gmt":"2026-06-15T04:35:20","slug":"the-rice-of-electronics-how-ai-driven-demand-for-mlccs-triggered-a-supply-bottleneck","status":"publish","type":"post","link":"https:\/\/testing.news-you-need.com\/index.php\/2026\/06\/14\/the-rice-of-electronics-how-ai-driven-demand-for-mlccs-triggered-a-supply-bottleneck\/","title":{"rendered":"The \u2018rice of electronics\u2019: how AI-driven demand for MLCCs triggered a supply bottleneck"},"content":{"rendered":"<p><a href=\"https:\/\/www.scmp.com\/tech\/big-tech\/article\/3357090\/rice-electronics-how-ai-driven-demand-mlccs-triggered-supply-bottleneck\">The \u2018rice of electronics\u2019: how AI-driven demand for MLCCs triggered a supply bottleneck<\/a><\/p>\n<p><a href=\"https:\/\/www.scmp.com\/tech\/big-tech\/article\/3357090\/rice-electronics-how-ai-driven-demand-mlccs-triggered-supply-bottleneck\">https:\/\/www.scmp.com\/tech\/big-tech\/article\/3357090\/rice-electronics-how-ai-driven-demand-mlccs-triggered-supply-bottleneck<\/a><\/p>\n<p>Publish Date: <a href=\"publish_date]\">2026-06-14 22:00:00<\/a><\/p>\n<p>Source Domain: <a href=\"www.scmp.com\">www.scmp.com<\/a><\/p>\n<ul>\n<li>\n<p><strong>AI Demand Driving MLCC Surge<\/strong>: Artificial Intelligence&#8217;s computing needs have sharply increased the demand for Multilayer Ceramic Capacitors (MLCCs), leading to what Goldman Sachs refers to as the \u201clargest and longest cycle\u201d in MLCC history.<\/p>\n<\/li>\n<li>\n<p><strong>Power Center Needs<\/strong>: The construction of data centers for AI training and inference heavily relies on MLCCs due to their high capacitance requirements, necessitating substantial upgrades in their usage.<\/p>\n<\/li>\n<li>\n<p><strong>Explosive Capacitor Requirements for AI<\/strong>: An AI server requires exponentially more MLCCs than a standard server setup, with estimates suggesting an increase by a factor of 13, illustrated by the comparison of an AI server needing up to 28,000 MLCCs vs. a standard setup.<\/p>\n<\/li>\n<li>\n<p><strong>Autonomous Tech Uses Intensive Capacitors<\/strong>: In addition to AI servers, advancements in areas like humanoid robots, electric vehicles (EVs), and autonomous cars are also driving up the demand for MLCCs, with EVs using significantly more MLCCs than traditional electronics like smartphones.<\/p>\n<\/li>\n<li>\n<p><strong>Significant Growth in Capacitor Use<\/strong>: Specific figures highlight the rise in demand, such as an EV with advanced autonomous driving features using over 10,000 MLCCs and the next-generation Rubin architecture from Nvidia utilizing 12,000 MLCC units per board, compared to 6,500 in the GB200 platform.<\/p>\n<\/li>\n<\/ul>\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The \u2018rice of electronics\u2019: how AI-driven demand for MLCCs triggered a supply bottleneck https:\/\/www.scmp.com\/tech\/big-tech\/article\/3357090\/rice-electronics-how-ai-driven-demand-mlccs-triggered-supply-bottleneck Publish&#8230;<\/p>\n","protected":false},"author":1,"featured_media":231545,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/cdn.i-scmp.com\/sites\/default\/files\/styles\/og_image_scmp_generic\/public\/d8\/images\/canvas\/2026\/06\/15\/0a8cd11a-7649-4432-9567-29f9adc5bf14_d1197df3.jpg?itok=0tGtYBGR&v=1781490468","fifu_image_alt":"","footnotes":""},"categories":[14],"tags":[20],"class_list":["post-231544","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-artificial-intelligence","tag-artificial-intelligence"],"_links":{"self":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/231544"}],"collection":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/comments?post=231544"}],"version-history":[{"count":1,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/231544\/revisions"}],"predecessor-version":[{"id":231546,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/231544\/revisions\/231546"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/media\/231545"}],"wp:attachment":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/media?parent=231544"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/categories?post=231544"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/tags?post=231544"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}