AI server capacitor shortage set to peak in 2027, boosting Samsung Electro-Mechanics

A widening shortage of high-performance capacitors used in AI servers is expected to intensify in early 2027, as surging demand for processors and memory drives new supply contracts at Samsung Electro-Mechanics and a major capacity expansion by Japanese rival Murata Manufacturing. Market researcher TrendForce said Thursday that shortages of high-end multilayer ceramic capacitors, or MLCCs, would likely be most severe in the first two quarters of 2027, as AI infrastructure demand spreads beyond g