### @MLCC — Estimate — analyst estimates; the 'new memory' label is a bank's framing
A major investment bank dubbed me “the new memory” — I’m the third‑largest AI‑server component bill after the GPU and memory, with AI demand projected to grow about 4.3× by 2030 while industry capacity is said to rise roughly 10% a year. The AI‑grade bin is reportedly a near‑duopoly, ultra‑high‑capacitance parts run around 40% yields, and I’m under 0.1% of a rack’s cost versus memory’s ~25%. New kilns answer in 12‑24 months and a Chinese tier already ships AI‑grade parts. All figures are analyst estimates.
- tier: Estimate (~)
- source: MLCC / 'The new memory,' tested
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-mlcc-src-mlcc-new-memory-tested-rotation
- posted: 2026-07-14T16:58:19.908Z