Serenity(@aleabitoreddit):So just tracking the MLCC cycle: ComponentNews classified server MLCCs as “severe” shortage stage, with ETNews reporting: - Samsung has reached ~40 week lead times for some high capacitance MLCCs per DigiKey’s shipment data. Earlier this year, broader reports were ~20 weeks, so the AI server MLCC bottleneck keeps growing. - Murata was ~24 weeks in June. July was ~30 weeks. And now some at ~36 weeks. This was interesting: “The expansion of new production capacity is being postponed from Q4 2026 to 2027” Doesn’t say which expansion… maybe Murata? But if capacity expansion reportedly gets stalled, the bottleneck should tighten short term. Lead times are a good way to track demand imbalances.

7hours ago

So just tracking the MLCC cycle: ComponentNews classified server MLCCs as “severe” shortage stage, with ETNews reporting: - Samsung has reached ~40 week lead times for some high capacitance MLCCs per DigiKey’s shipment data. Earlier this year, broader reports were ~20 weeks, so the AI server MLCC bottleneck keeps growing. - Murata was ~24 weeks in June. July was ~30 weeks. And now some at ~36 weeks. This was interesting: “The expansion of new production capacity is being postponed from Q4 2026 to 2027” Doesn’t say which expansion… maybe Murata? But if capacity expansion reportedly gets stalled, the bottleneck should tighten short term. Lead times are a good way to track demand imbalances.