Organization: CSP independently researches ASIC and accelerates the concentration of MLCC specifications. In the second half of the year, high-end special products may face structural shortages.

According to the latest MLCC industry research by TrendForce, as the global cloud service providers' AI arms race continues to heat up, a large number of self-developed ASIC accelerator platforms are adopting small size, high capacitance, and high-temperature resistant high-end special MLCCs. The demand structure is rapidly shifting towards a concentration on a few top-tier products. However, due to the slow expansion speed of suppliers, the risk of structural shortages in the second half of 2026 cannot be underestimated.