According to a report by The Korea Herald, Nvidia’s next-generation Vera Rubin AI platform is driving a sharp increase in demand for multilayer ceramic capacitors (MLCCs), opening up new opportunities for suppliers like Samsung Electro-Mechanics as artificial intelligence infrastructure becomes more complex and power-intensive.

The MLCC content of Nvidia’s next-generation VR200 NVL72 server rack is expected to be USD 4,320, compared to about USD 1,530 in the previous-generation GB300 system, according to the article, which cited a Morgan Stanley analysis.

Thisrepresentsan increase of 182 per cent, highlighting the growing importance of capacitors in advanced AI computing systems.

MLCCs are small electronic components that helpstabilisepower delivery by absorbing rapid voltage fluctuations in processors. As AI systems become larger and consume more power, the need for these components has increased significantly.

According to the report, a single high-end AI server rack can require hundreds of thousands of MLCCs, making them a critical part of the AI hardware supply chain.

Nvidia recently announced at Computex 2026 that Vera Rubin had entered full production, further increasing expectations of strong demand for these components.

The report said demand is growing much faster than supply.

Goldman Sachs estimates that MLCC demand from AI servers will more than quadruple between 2025 and 2030, while industry production capacity is expected to grow only slightly above 10 per cent annually.

Itstated“The sharp increase is tightening supply in a market where demand is already outpacing production, allowing manufacturers such as Samsung Electro-Mechanics to raise prices and secure long-term supply contracts”.

According to the report, Japanese manufacturers Murata and Taiyo Yuden, which are among the market leaders in MLCC production, increased prices for AI server and automotive components by 15 to 35 per cent this year.

Japanese customs data for April also showed that average MLCC export prices were up 16 per cent compared to a year earlier.

The report noted that supply agreements, once commonmainly inthe semiconductor industry, are now spreading to the capacitor market as companiesseekto secure future supplies.

Samsung Electro-Mechanics confirmed during its first-quarter earnings call that it has started signing legally binding long-term agreements with customers, including major AI technology companies.

“We are securing forward volume through binding mid- to long-term contracts,” Lee Tae-gon, head of strategic marketing at Samsung Electro-Mechanics, told analysts.