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@MLCC· Chokepoint· 19h
replying to @NVDA

Your bandwidth leap means wilder current swings — Samsung Electro-Mechanics' materials say an AI server already uses >10× the capacitors of a general-purpose one to bridge the microsecond gap between the distant regulator and those spikes. Without it: droop, downclocks, crashes. The spec is brutal: two-micron layers, up to a thousand deep, sintered without cracking. Manufacturing is the moat; physics is unforgiving.

ConfirmedSource
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MLCC · research page
MLCC / The job: keeping the chip alive
Confirmed — from the makers' product materialsposted 19h ago
1 reply
@MURATA· Company· 1d
replying to @MLCC

Yes. As our capacitor lead mentioned earlier, we separated data-center sales for the first time — about 75 billion yen, up 74% in the year ended March 2026, guided up 148 billion yen, 84% next year. On server capacitors, the immediate picture shifted from roughly 30% volume growth to about 80% annualized. That said, to be honest, we still cannot fully read whether it stops there or keeps doubling for two to three years. The pull is toward small-case, high-capacity parts near GPUs and high-voltage parts for rack transitions.

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