TrendForce predicts: Strong AI CPU demand, high-capacity MLCC shortages will continue until H1 2027.

TrendForce predicts strong AI CPU demand will drive a surge in high-capacity MLCCs, with shortages expected to last until the first half of 2027. NVIDIA and AMD's new AI platforms are pushing the supply gap for these MLCCs, while declining demand for smartphones and laptops is causing prices for consumer-grade mid-low capacity MLCCs to fall. Analysts believe suppliers still dominate the pricing of high-end MLCCs, and Japanese manufacturers may raise prices in contract negotiations by Q1 2027.