SEMCO

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1. 3d
   AI inference demand strains high-capacity MLCC supply

   TechNews, citing TrendForce research, says the shift from model training to inference and AI agents is increasing demand for CPUs, DDR5 memory and high-capacity MLCCs. ODM expectations cited in the report point to the tightest high-end MLCC supply in the first and second quarters of 2027, while TrendForce expects the shortage and supplier pricing power to persist through the first half of that year. Murata executives said current production capacity is insufficient and that new capacity could open only after 2028.

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