// AI news · 2026-11-02 · IT之家
TrendForce Forecasts MLCC Demand Driven by AI Through 2027H1
TrendForce forecasts rising CPU demand driven by AI inference and agents, boosting high-capacity MLCC demand.
Published 2026-11-02 16:24 (Beijing time)Source IT之家Auto-summarised, fact-checked against source
01Summary
Supply shortages in high-capacity MLCC are expected to persist through 2027H1 due to AI platform ramp-up from NVIDIA and AMD. MLCC shortages also affect optical transceivers. Fujitsu plans a five-year ¥1 trillion investment to double its MLCC sales to meet AI demand.
Summarised from the original article by an open-source model, then checked automatically: every number and English name must appear in the source. The original article is authoritative.
02Key points
- AI inference and agent workloads drive CPU demand and high-capacity MLCC growth.
- NVIDIA and AMD AI platform ramp-up extends MLCC shortage through 2027H1.
- Optical transceiver MLCCs face supply gaps due to AI infrastructure growth.
- Fujitsu plans ¥1 trillion investment over five years to double MLCC sales.
03Source
TrendForce 预测：AI CPU 需求强劲，高容量 MLCC 缺货将延续至 2027H1
IT之家 · published 2026-11-02 16:24 Beijing time
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