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.
TrendForce’s forecast links rising AI inference and agent workloads to component shortages extending into 2027, with pricing power remaining with MLCC suppliers.
根據 TrendForce 最新 MLCC 產業研究，隨著 AI 應用由模型訓練走向推論與 AI 代理，對 CPU 的需求量逐步提升。由於每顆 CPU 都須搭配電源模組與 DDR5 記憶體，CPU 主板與記憶體模組周邊的高容 MLCC 用量隨之倍增，導致高容一般品供貨尤為吃緊。在 NVIDIA Vera Rubin 2026 年第四季出貨逐月放量，以及 AMD MI450 開始拉貨高容特規品的情況下，ODM 預期 2027 年第一、二季將是高階 MLCC 短缺最嚴重的時間點。
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