A surge in demand for multilayer ceramic capacitors (MLCCs), driven by the artificial intelligence (AI) arms race, is raising concerns about potential supply shortages, particularly for high-end components. A single substrate can yield over 9,000 MLCCs, highlighting the scale of production. The increased demand stems from the intensive use of MLCCs in AI servers and related infrastructure. Industry analysts predict this could lead to extended lead times and price increases for these critical components. Manufacturers are reportedly struggling to keep pace with orders, and the situation is expected to worsen if AI development continues at its current rapid pace. This shortage could impact a wide range of industries reliant on advanced electronics, including automotive, consumer electronics, and industrial automation.