Alliance Consulting: Self-developed CSP ASICs Accelerate the Concentration of MLCC Specifications, High-end Special Specification Products in the Second Half of the Year May Face Structural Shortages.

Wisdom Financial APP learned that, according to the latest MLCC industry research from TrendForce, as the global cloud service providers (CSP) AI arms race continues to intensify, 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 concentrating towards a small number of top-quality items. However, due to the slow expansion speed of suppliers, the structural shortage risk in the second half of 2026 should not be underestimated.