Global supplies of multilayer ceramic capacitors have reached an all-time low, primarily due to the surging demand from the artificial intelligence server market. This shortage is a direct consequence of the significant increase in AI infrastructure build-out. AI
IMPACT The AI server boom is creating critical supply chain bottlenecks for essential components like capacitors, potentially slowing down AI infrastructure expansion.
RANK_REASON Significant industry impact due to supply chain disruption affecting a key component for AI infrastructure. [lever_c_demoted from significant: ic=1 ai=0.7]
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