According to the most recent MLCC industry research report, the ongoing evolution of AI servers, coupled with the large-scale production of self-developed ASIC chips by cloud service providers, has collectively spurred a notable uptick in the order-to-shipment ratio among the world's premier MLCC manufacturers. This trend is intensifying supply constraints within the industry. Consequently, it is projected that the likelihood of a shortage in high-end MLCCs will escalate further during the latter half of the year.
