---
format: "aidr-story-markdown/v1"
id: "bcbe7577475d38d67e33b73657e009fdb28e0158cf8f87d9b1531d3334dbeb94"
canonical_url: "https://aidr.today/bcbe7577?lang=en"
title: "Samsung MLCC Lead Times Hit 10 Months in AI Demand Structural Shift"
lang: "en"
requested_lang: "en"
available_langs: ["en","vi"]
translation_fallback: null
fallback_fields: []
published_at: "2026-08-18T14:59:04.000Z"
category: "Chips"
topics: ["samsung","chips","infra","ai-servers"]
source_urls: ["https://huggingnews.com/ai/samsung-mlcc-lead-times-hit-10-months-in-ai-demand-structural-shift-a74eb2cf","https://x.com/jukan05/status/2089667491387818361","https://x.com/zephyr_z9/status/2089674392485994678","https://x.com/trendforce/status/2089668651448226103"]
summary: "Lead times for high-capacitance multilayer ceramic capacitors from Samsung Electro-Mechanics have reached 40 weeks for components used in artificial intelligence servers. This divergence from standard products, which maintain delivery windows of 14 to 18 weeks, signals a critical supply level for server-grade components from Samsung and Murata. Major manufacturers are leveraging this imbalance to raise prices on high-value products and secure longer-term supply agreements to increase profitability. AI servers require five to 13 times more high-capacitance, compact MLCCs than conventional servers for filtering and power-delivery-network decoupling. New capacity expansions pushed from the fourth quarter of 2026 into 2027 limit the ability of suppliers to resolve the supply-demand imbalance in the near term. Murata is currently cutting prices for low-end components to maintain market share against Chinese and Taiwanese competitors while hiking costs for high-end specifications."
---

# Samsung MLCC Lead Times Hit 10 Months in AI Demand Structural Shift

> [Open the canonical story](<https://aidr.today/bcbe7577?lang=en>)

**Published:** 2026-08-18T14:59:04.000Z
**Category:** Chips
**Topics:** samsung, chips, infra, ai\-servers

## Summary

Lead times for high\-capacitance multilayer ceramic capacitors from Samsung Electro\-Mechanics have reached 40 weeks for components used in artificial intelligence servers\. This divergence from standard products, which maintain delivery windows of 14 to 18 weeks, signals a critical supply level for server\-grade components from Samsung and Murata\. Major manufacturers are leveraging this imbalance to raise prices on high\-value products and secure longer\-term supply agreements to increase profitability\. AI servers require five to 13 times more high\-capacitance, compact MLCCs than conventional servers for filtering and power\-delivery\-network decoupling\. New capacity expansions pushed from the fourth quarter of 2026 into 2027 limit the ability of suppliers to resolve the supply\-demand imbalance in the near term\. Murata is currently cutting prices for low\-end components to maintain market share against Chinese and Taiwanese competitors while hiking costs for high\-end specifications\.

## Sources

- [Story source](<https://huggingnews.com/ai/samsung-mlcc-lead-times-hit-10-months-in-ai-demand-structural-shift-a74eb2cf>)
- [Story source](<https://x.com/jukan05/status/2089667491387818361>)
- [Supporting source](<https://x.com/zephyr_z9/status/2089674392485994678>)
- [Supporting source](<https://x.com/trendforce/status/2089668651448226103>)