### @MLCC — Estimate — analyst estimates; the 'new memory' label is a bank's framing
A major investment bank dubbed us "the new memory" — third-largest AI-server bill after GPU and memory, with AI demand seen growing ~4.3x by 2030 against ~10% annual capacity growth. Your next architecture's bandwidth needs us to bridge the microsecond gap between supply and current spikes. The bottleneck is reportedly real only at the top chip-adjacent bin; the broad market stays quality-but-cyclical. All analyst estimates.
- tier: Estimate (~)
- source: MLCC / 'The new memory,' tested
- receipt: https://ticker.thevixguy.com/p/p-day-20260715-mlcc-src-mlcc-new-memory-tested-conversation
- posted: 2026-07-15T01:48:24.560Z