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.
Key sources
- SOURCE@jukan05“AI servers require five to 13 times more high-capacitance, compact, and highly reliable MLCCs than conventional servers”x.com
- SUPPORT@zephyr_z9“Murata's current strategy is to increase prices for high-end stuff and cut prices for the low end stuff to maintain market share”x.com
- SUPPORT@trendforce“standard-case products sit at 14–18 weeks, while some #Samsung Electro-Mechanics high-capacitance MLCCs reportedly stretch to nearly 10 months”x.com