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As AI Server 'Capacitor Shortage' Looms, Kyocera Embarks on a Seven-Year, ¥100 Billion MLCC Production Expansion Odyssey
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Author：小编
The power consumption of GPUs and ASIC chips, which serve as the computational backbone, has surged in tandem with the exponential growth in the parameter scale of generative AI models. Multilayer ceramic capacitors (MLCCs), often-overlooked passive components, are now emerging as pivotal elements in ensuring the stable operation of AI servers. Confronted with the mounting pressure of a widening supply-demand gap, Japan's Kyocera unveiled a production expansion plan on July 1. The company intends to invest approximately ¥100 billion (approximately RMB 4.2 billion) over seven fiscal years, culminating in March 2031, to ramp up the production capacity of high-end MLCCs tailored for AI servers.
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