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AI server capacitor shortage to peak in early 2027

Original: A shortage of high-performance capacitors for AI servers is expected to peak in early 2027, driving new supply contracts

A shortage of high-performance capacitors used in AI servers is projected to peak in early 2027, prompting suppliers to secure new capacity. Samsung Electro-Mechanics is signing new supply contracts, while Murata Manufacturing is expanding production capacity. The tight supply reflects surging demand for components that power data center hardware used in artificial intelligence workloads.

Why now: AI infrastructure demand is straining component supply chains, and the projected 2027 peak signals long-term opportunities for capacitor makers.

Samsung Electro-MechanicsMurata ManufacturingThe Korea Herald

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• A shortage of high-performance capacitors for AI servers is expected to peak in early 2027, driving new supply contracts at Samsung Electro-Mechanics and a capacity expansion by Murata Manufacturing. Source: The Korea Herald https://www. koreaherald.com/article/109241 61 #… · sipirtu

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