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Goldman Sachs Flags MLCC as Next AI Supply Chain Bottleneck, With Servers Requiring 600,000 Units Per Rack

GateNews
AI Industry News
According to Goldman Sachs, multilayer ceramic capacitors (MLCCs) will become the next supply-demand imbalance flash point in the AI ecosystem. The investment bank identified MLCC as a "new storage" component, noting that high-end AI servers require up to 600,000 units per rack to maintain stable power delivery amid massive, instantaneous power fluctuations from processors like Nvidia GPUs. MLCC has become the third most expensive component in server bill-of-materials (BOM) after GPUs and memory, with the overall MLCC market valued at approximately $15 billion. The server-focused MLCC segment, currently valued at roughly $1.3 billion, is expanding at a compound annual growth rate of 80%. Analyst Nelson Armbrust noted that MLCC price appreciation cycles lag behind DRAM, NAND memory, and other AI components, positioning MLCCs for a potentially longer price expansion window.
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