Nvidia Rubin architecture drives high-end MLCC demand, boosting Murata and SEMCO

Rising chip performance, power consumption and rack density in AI infrastructure are sharply increasing demand for high-end multilayer ceramic capacitors (MLCC). This solidifies the leadership of Murata and Samsung Electro-Mechanics (SEMCO) as top suppliers.

• MLCC demand rises on Nvidia Rubin architecture
• Murata and SEMCO strengthen MLCC market leadership
• Higher rack density and chip power raise component requirements