Tantalum Capacitors Are the New MLCC Squeeze: AI Server Power Chain Sourcing in 2026
AI server DC-DC converters are draining polymer and MnO2 tantalum capacitor supply. Yageo, Panasonic, and Kyocera AVX ha...
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MLCC Lead Times Split Wide Open: High-End AI Server Parts Now at 5–10 Months While Commodity Stays Loose
AI servers are creating a two-tier MLCC market. High-capacitance parts for power rails now stretch 5–10 months; standard...