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DigiTimes
AI server demand pushes high-end MLCC lead times toward 40 weeks
The demand for AI servers is driving lead times for multilayer ceramic capacitors (MLCCs) used in such infrastructure to near 40 weeks. This situation has developed due to increased divergence in supply and demand depending on component specifications. While mainstream MLCCs remain stable, the specialized parts crucial for AI applications are becoming harder to source, indicating potential supply chain tensions as demand escalates.
MonitorConfidence: MediumShort term horizonSupply chain risk: High
Published 18 Aug 2026, 00:20 UTC1 min read
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Summary
TL;DR
- MLCC lead times for high-capacitance parts reach 40 weeks.
- Mainstream MLCC supply remains relatively stable.
- Demand for AI servers drives supply chain challenges.
- Divergence in product specifications affects availability.
- Potential memory shortage could affect the market by 2028.
Interesting facts
- The extension of lead times highlights the growing market power of AI technologies.
- Mainstream components are less affected, showing a split in the supply chain.
Coverage gaps