The AI revolution is creating a huge bottleneck in the electronic components market, and there's one company that might celebrate this situation?
The AI server market is growing at a dizzying pace, but this growth is now creating a serious problem in the supply chain of the most basic components,
These are MLCC capacitors (small components that stabilize electrical voltage in devices) and aluminum electrolytic and hybrid capacitors, for which demand has simply surged due to the complex power systems of the servers.
The delivery times for these components, which previously stood at only one and a half to two months, have now jumped to three to four months.
In addition, when looking at specific components directly related to artificial intelligence, waiting times already reach half a year and even a full year or more.
The leading companies in Japan and South Korea are the ones supplying these components and maintaining a preferred status in the AI server market, but the pace of new orders simply exceeds their existing production capacity.
Because of this situation, some manufacturers have already stopped accepting new orders for certain types of capacitors,
In addition,
These companies are taking a conservative approach and are not rushing to expand their factories, so the shortage of mid-performance components is only getting worse.
In 2026, demand for MLCC capacitors from AI servers is expected to grow by 11% compared to last year, and demand for capacitors could jump by an additional 30%.
Because of these figures, the current expectation is that the shortage of these components will worsen even further in the second half of 2026 and continue deep into 2027.
The next generation of AI servers uses a new vertical power supply structure: this architecture requires thousands of additional passive components for each single server rack
To understand the unusual scale, here are two examples:
An Nvidia VR300 server rack has approximately 330,000 passive components.
A Google TPU v8 server rack already exceeds 600,000 passive components.
AI servers today consume many more passive components, because the number of components per server rack has increased and their capacity has also increased in parallel,
An interesting "supply and demand" situation has been created here?
The severe supply shortage could be an excellent opportunity for other companies in the passive components sector to expand their market share and grow rapidly.
We'll tell you that there's one American company that might profit from this mess: the market probably already understands this, and the stock has risen over 200% since the beginning of the year.
And this week, we even revealed the company on our premium channel.