Passive Components Blog
No Result
View All Result
  • Home
  • NewsFilter
    • All
    • Aerospace & Defence
    • Antenna
    • Applications
    • Automotive
    • Capacitors
    • Circuit Protection Devices
    • electro-mechanical news
    • Filters
    • Fuses
    • Inductors
    • Industrial
    • Integrated Passives
    • inter-connect news
    • Market & Supply Chain
    • Market Insights
    • Medical
    • Modelling and Simulation
    • New Materials & Supply
    • New Technologies
    • Non-linear Passives
    • Oscillators
    • Passive Sensors News
    • Resistors
    • RF & Microwave
    • Telecommunication
    • Weekly Digest

    Researchers Presents High-Performance Carbon-Based Supercapacitors

    Hirose Launches World’s Lowest Profile and Narrowest Pitch FPC Connector

    Modelithics Announces v25.5 of the COMPLETE+3D Library for Ansys HFSS

    PCNS 2025 Final Program Announced!

    DigiKey Expands Inventory with Over 32,000 Stocking NPIs in Q2 2025

    YAGEO Offers High-Performance Diplexers for Dual-Band Wi-Fi 6E/7Integration

    European Components Distribution (DMASS) Faces Continued Decline in Q2 2025

    TDK Announced Wide Frequency Automotive Wirewound POC Inductors

    Bourns Released Rugged, High-Power TO-247 Thick Film Resistor

    Trending Tags

    • Ripple Current
    • RF
    • Leakage Current
    • Tantalum vs Ceramic
    • Snubber
    • Low ESR
    • Feedthrough
    • Derating
    • Dielectric Constant
    • New Products
    • Market Reports
  • VideoFilter
    • All
    • Antenna videos
    • Capacitor videos
    • Circuit Protection Video
    • Filter videos
    • Fuse videos
    • Inductor videos
    • Inter-Connect Video
    • Non-linear passives videos
    • Oscillator videos
    • Passive sensors videos
    • Resistor videos

    Switched Capacitor Converter Explained

    Understanding Inductor Dot Markings and Their Application in LTspice

    Accelerating Full Bridge LLC Resonant Converter Design with Frenetic AI

    Understanding Switched Capacitor Converters

    Coupled Inductors Circuit Model and Examples of its Applications

    Inductor Resonances and its Impact to EMI

    Highly Reliable Flex Rigid PCBs, Würth Elektronik Webinar

    Causes of Oscillations in Flyback Converters

    How to design a 60W Flyback Transformer

    Trending Tags

    • Capacitors explained
    • Inductors explained
    • Resistors explained
    • Filters explained
    • Application Video Guidelines
    • EMC
    • New Products
    • Ripple Current
    • Simulation
    • Tantalum vs Ceramic
  • Knowledge Blog
  • Suppliers
    • Who is Who
  • Events
  • Home
  • NewsFilter
    • All
    • Aerospace & Defence
    • Antenna
    • Applications
    • Automotive
    • Capacitors
    • Circuit Protection Devices
    • electro-mechanical news
    • Filters
    • Fuses
    • Inductors
    • Industrial
    • Integrated Passives
    • inter-connect news
    • Market & Supply Chain
    • Market Insights
    • Medical
    • Modelling and Simulation
    • New Materials & Supply
    • New Technologies
    • Non-linear Passives
    • Oscillators
    • Passive Sensors News
    • Resistors
    • RF & Microwave
    • Telecommunication
    • Weekly Digest

    Researchers Presents High-Performance Carbon-Based Supercapacitors

    Hirose Launches World’s Lowest Profile and Narrowest Pitch FPC Connector

    Modelithics Announces v25.5 of the COMPLETE+3D Library for Ansys HFSS

    PCNS 2025 Final Program Announced!

    DigiKey Expands Inventory with Over 32,000 Stocking NPIs in Q2 2025

    YAGEO Offers High-Performance Diplexers for Dual-Band Wi-Fi 6E/7Integration

    European Components Distribution (DMASS) Faces Continued Decline in Q2 2025

    TDK Announced Wide Frequency Automotive Wirewound POC Inductors

    Bourns Released Rugged, High-Power TO-247 Thick Film Resistor

    Trending Tags

    • Ripple Current
    • RF
    • Leakage Current
    • Tantalum vs Ceramic
    • Snubber
    • Low ESR
    • Feedthrough
    • Derating
    • Dielectric Constant
    • New Products
    • Market Reports
  • VideoFilter
    • All
    • Antenna videos
    • Capacitor videos
    • Circuit Protection Video
    • Filter videos
    • Fuse videos
    • Inductor videos
    • Inter-Connect Video
    • Non-linear passives videos
    • Oscillator videos
    • Passive sensors videos
    • Resistor videos

    Switched Capacitor Converter Explained

    Understanding Inductor Dot Markings and Their Application in LTspice

    Accelerating Full Bridge LLC Resonant Converter Design with Frenetic AI

    Understanding Switched Capacitor Converters

    Coupled Inductors Circuit Model and Examples of its Applications

    Inductor Resonances and its Impact to EMI

    Highly Reliable Flex Rigid PCBs, Würth Elektronik Webinar

    Causes of Oscillations in Flyback Converters

    How to design a 60W Flyback Transformer

    Trending Tags

    • Capacitors explained
    • Inductors explained
    • Resistors explained
    • Filters explained
    • Application Video Guidelines
    • EMC
    • New Products
    • Ripple Current
    • Simulation
    • Tantalum vs Ceramic
  • Knowledge Blog
  • Suppliers
    • Who is Who
  • Events
No Result
View All Result
Passive Components Blog
No Result
View All Result

Demand for AI Servers is Driving up MLCC Production Capacity Utilization

29.8.2024
Reading Time: 3 mins read
A A

As AI technology continues to permeate various industries, the demand for AI servers is seeing steady growth. With Nvidia’s Blackwell GB200 set to begin mass production, a surge in demand for high-capacitance multilayer ceramic capacitors (MLCCs) is anticipated.

Leading passive component manufacturer Yageo has highlighted that the growing demand for AI servers is driving up production capacity utilization according to DigiTimes.

RelatedPosts

YAGEO Offers High-Performance Diplexers for Dual-Band Wi-Fi 6E/7Integration

Murata Releases In-vehicle Compact Crystal in 2016 Size

YAGEO Unveils Next Gen BMS Isolation Transformers

2Q24 AI demand surge

Industry insiders report that Yageo’s second-quarter performance met expectations, surpassing revenue projections. The increased momentum in orders from standard product distributors in Greater China, much of it driven by AI applications, contributed to this success.

The demand for AI servers, as well as for notebooks, PCs, and even mobile phones, remained strong in the second quarter. Looking ahead to the third quarter, Yageo expects a low single-digit growth in revenue, with margins and operating profit rates likely to improve further.

Over the past few years, the passive components supply chain benefited from heightened demand for ICT products during the pandemic. However, in the post-pandemic era, the global economy has been weighed down by war and inflation, leading to an inventory glut among major electronics manufacturers.

With inventories now returning to healthier levels, Yageo Chairman Pierre Chen expressed optimism about the future, noting that AI demand, unlike consumer products, lacks significant seasonal fluctuations and is expected to continue growing. The company’s capacity utilization is expected to see a significant boost in the third quarter.

The emerging passive component industry

According to reports, Murata Manufacturing Co has seen growing demand for MLCCs related to servers, with AI servers requiring five to ten times the amount of these components compared to traditional servers. Taiwanese manufacturers, including Foxconn and Quanta, who are part of Nvidia’s supply chain, are also key clients of Yageo.

Moreover, PSA Group previously noted that Taiwanese companies like Delta Electronics and Liteon, which are integrated into Nvidia’s GB200 supply chain, are expected to see solid growth in both automotive and AI server applications in the coming years. The gross margins for AI-related businesses are projected to reach 50-60%, with a significant expansion anticipated by 2025.

Industry experts point out that in the AI server market, Nvidia dominates with nearly 90% market share in AI chips, while AMD holds only about 8%. Including all AI chips used in AI servers, such as GPUs, ASICs, and FPGAs, Nvidia’s market share is expected to reach around 64% in 2024.

In June 2024, PSA Group reported that its finished product inventory had fallen to less than two months. Supply chain sources indicated that with the peak mobile phone season approaching, PSA’s third-quarter growth trajectory remains positive.

The ongoing US-China tech conflict continues to create uncertainty for global economic growth, affecting consumer electronics industry projections, where demand remains tepid. As a result, growth drivers in the passive component industry are gradually shifting from consumer electronics to emerging applications.

The AI boom is expected to boost the value of Taiwan’s passive component industry in 2024, with industry players optimistic about challenging 2022 levels and projecting the AI effect to grow year by year.

Source: DigiTimes

Related

Recent Posts

Researchers Presents High-Performance Carbon-Based Supercapacitors

1.8.2025
7

Modelithics Announces v25.5 of the COMPLETE+3D Library for Ansys HFSS

1.8.2025
2

PCNS 2025 Final Program Announced!

31.7.2025
31

DigiKey Expands Inventory with Over 32,000 Stocking NPIs in Q2 2025

31.7.2025
5

European Components Distribution (DMASS) Faces Continued Decline in Q2 2025

30.7.2025
34

TDK Announced Wide Frequency Automotive Wirewound POC Inductors

30.7.2025
23

Bourns Released Rugged, High-Power TO-247 Thick Film Resistor

30.7.2025
11

Bourns Announced Shielded Power Inductor with High Saturation and Low Radiation

30.7.2025
13

Würth Elektronik Expands MagI³C with Variable Step-Down Modules

30.7.2025
18

Switched Capacitor Converter Explained

28.7.2025
22

Upcoming Events

Sep 22
September 22 @ 13:00 - September 25 @ 15:15 EDT

Pre Cap Visual Inspection per Mil-Std-883 (TM 2017)

Sep 30
September 30 @ 12:00 - October 2 @ 14:00 EDT

MIL-Std-883 TM 2010

Oct 17
12:00 - 14:00 EDT

External Visual Inspection per MIL-STD-883 TM 2009

Oct 21
October 21 @ 12:00 - October 23 @ 14:15 EDT

Space and Military Standards for Hybrids and RF Microwave Modules

Nov 4
November 4 @ 12:00 - November 6 @ 14:15 EST

Wirebond Materials, Processes, Reliability and Testing

View Calendar

Popular Posts

  • Buck Converter Design and Calculation

    0 shares
    Share 0 Tweet 0
  • Boost Converter Design and Calculation

    0 shares
    Share 0 Tweet 0
  • Flyback Converter Design and Calculation

    0 shares
    Share 0 Tweet 0
  • LLC Resonant Converter Design and Calculation

    0 shares
    Share 0 Tweet 0
  • What is a Dielectric Constant and DF of Plastic Materials?

    4 shares
    Share 4 Tweet 0
  • Dual Active Bridge (DAB) Topology Explained

    0 shares
    Share 0 Tweet 0
  • Ripple Current and its Effects on the Performance of Capacitors

    3 shares
    Share 3 Tweet 0
  • How to Design an Inductor

    0 shares
    Share 0 Tweet 0
  • MLCC Case Sizes Standards Explained

    0 shares
    Share 0 Tweet 0
  • MLCC and Ceramic Capacitors

    0 shares
    Share 0 Tweet 0

Newsletter Subscription

 

Passive Components Blog

© EPCI - Leading Passive Components Educational and Information Site

  • Home
  • Privacy Policy
  • EPCI Membership & Advertisement
  • About

No Result
View All Result
  • Home
  • Knowledge Blog
  • Premium Suppliers

© EPCI - Leading Passive Components Educational and Information Site

This website uses cookies. By continuing to use this website you are giving consent to cookies being used. Visit our Privacy and Cookie Policy.
Go to mobile version