AI server boom fuels record supply crunch for the ‘rice of electronics’

SCMP TechAugust 26, 2026en

Global inventories of multilayer ceramic capacitors (MLCCs) – tiny components dubbed “the rice of the electronics industry” – have dropped to a record low as the industry grapples with surging demand from artificial intelligence infrastructure. Worldwide distributor inventory volume for the components – which act as electrical buffers in circuit boards and are increasingly used in massive volumes in high-performance servers – declined 8 per cent by August 9 compared with four weeks earlier,...

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