Intelligence Feed event · Policy · 2026-07-07

    AI Server Demand Drives MLCC Book-to-Bill Ratios to Post-Pandemic Peaks

    Question

    AI Server Demand Drives MLCC Book-to-Bill Ratios to Post-Pandemic Peaks

    Direct answer

    TrendForce reports that the book-to-bill ratio for high-end Multi-Layer Ceramic Capacitors (MLCCs) has reached its highest level since the pandemic. Major suppliers like Murata and Samsung Electro-Mechanics are seeing ratios between 1.25 and 1.31, signaling that orders are significantly outpacing shipments. This concentration of supply toward AI server platforms and custom ASICs (like those from Nvidia and AMD) suggests potential supply chain bottlenecks for traditional consumer electronics and automotive sectors in the second half of the year.

    Original publisher
    Market Ontology
    Evidence through
    2026-07-07
    Published
    2026-10-20
    Revision
    1 · 2026-10-20

    Cite as: Market Ontology, “AI Server Demand Drives MLCC Book-to-Bill Ratios to Post-Pandemic Peaks”, revision 1, evidence through 2026-07-07. https://marketontology.com/market-events/2026-07-07/ai-server-demand-drives-mlcc-book-to-bill-ratios-to-post-pandemic-peaks-55e193

    POLICY
    AI Server Demand Drives MLCC Book-to-Bill Ratios to Post-Pandemic Peaks
    TrendForce reports that the book-to-bill ratio for high-end Multi-Layer Ceramic Capacitors (MLCCs) has reached its highest level since the pandemic. Major suppliers like Murata and Samsung Electro-Mechanics are seeing ratios between 1.25 and 1.31, signaling that orders are significantly outpacing shipments. This concentration of supply toward AI server platforms and custom ASICs (like those from Nvidia and AMD) suggests potential supply chain bottlenecks for traditional consumer electronics and automotive sectors in the second half of the year.
    MRAAY
    Impact
    85
    JUL 7
    SIG
    90%
    MRAAY
    AI Server Demand Drives MLCC Book-to-Bill Ratios to Post-Pandemic Peaks
    TrendForce reports that the book-to-bill ratio for high-end Multi-Layer Ceramic Capacitors (MLCCs) has reached its highest level since the pandemic. Major suppliers like Murata and Samsung Electro-Mechanics are seeing ratios between 1.25 and 1.31, signaling that orders are significantly outpacing shipments. This concentration of supply toward AI server platforms and custom ASICs (like those from Nvidia and AMD) suggests potential supply chain bottlenecks for traditional consumer electronics and automotive sectors in the second half of the year.
    → Input-cost pass-through and margin compression for non-AI hardware OEMs due to component scarcity.
    Impact
    TrendForce reports that the book-to-bill ratio for high-end Multi-Layer Ceramic Capacitors (MLCCs) has reached its highest level since the pandemic. Major suppliers like Murata and Samsung Electro-Mechanics are seeing ratios between 1.25 and 1.31, signaling that orders are significantly outpacing shipments. This concentration of supply toward AI server platforms and custom ASICs (like those from Nvidia and AMD) suggests potential supply chain bottlenecks for traditional consumer electronics and automotive sectors in the second half of the year.
    Affected
    MRAAY
    Transmission
    Input-cost pass-through and margin compression for non-AI hardware OEMs due to component scarcity.

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