AI servers are pulling capacitor supply away from consumer gadgets. TrendForce reports that Murata will discontinue some general-purpose consumer and automotive MLCCs, which typically earn gross margins below 5%, to focus on high-capacitance parts for AI servers and data centres, and Murata will take final orders for the discontinued MLCCs in 2028, with last shipments in 2029
Murata announced the change on 10 September, according to TrendForce's 24 September 2026 report. It will stop some general-purpose GRM-type MLCCs for consumer use and some automotive-grade parts, and shift toward miniaturized, high-capacitance products for AI servers, data centres and automotive electronics.
Verified 2026-10-24
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When the biggest component makers move scarce capacity to AI, everyday electronics face tighter supply and smaller suppliers get a rare opening.
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