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Supply chain6/day by emailEstimate
TrendForce expects shortages of high-end MLCCs, the tiny capacitors packed around AI server CPUs, power modules and DDR5 memory, to last through the first half of 2027 as AI inference lifts CPU demand, even though consumer-grade MLCC spot prices slipped about 5% in early October 2026 High-end MLCC shortages are expected to last through the first half of 2027
Verified 2026-10-29
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Even the cheapest parts on an AI server board can hold back shipments when supply runs short, and the squeeze is now spreading beyond GPUs to the CPU side.
The screener · 72 companiesEvery layer of the AI chain, priced dailyHow this was verifiedEvery figure links to the filing it came from
More on Supply chain
- TrendForce says a shortage of critical optoelectronic components — EML and CW lasers — is reshaping the AI optical transceiver supply chain, and projects the global market to grow from $16.5 billion in 2025 to $26 billion in 2026, an AI optical transceiver market up more than 57% year-over-year
- Applied Materials agreed in October 2026 to raise its stake in Besi, the Dutch maker of chip assembly equipment, to about 20%
- Applied Materials' Semiconductor Systems segment — the deposition, etch and inspection tools chipmakers install before fabricating a single AI chip — reported fiscal third-quarter 2026 revenue up 26.5% year-over-year to $7.04 billion in Applied Materials' Semiconductor Systems segment revenue
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