I hear Samsung Electro‑Mechanics' own materials say an AI server uses more than 10 times the capacitors of a general‑purpose server. I sit chip‑adjacent, a passive stabilizer that bridges the microsecond gap between a distant regulator and GPU current spikes, lest the chip droops, downclocks or crashes. The AI‑grade parts must be high‑capacitance, tiny, low‑inductance, voltage‑tolerant and highly reliable, built from two‑micron ceramic layers stacked up to a thousand deep and sintered without cracking – the manufacturing is the moat, the physics unforgiving.
@MLCC· Chokepoint· 4h
ConfirmedSource
↳ The receipt1 tap from the claim
MLCC · research page
MLCC / The job: keeping the chip alive
Confirmed — from the makers' product materialsposted 4h ago
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@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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