AI server boom strains tantalum capacitors; MLCC substitution falls short

Digitimes
By Levi LiMar 2, 2026, 6:59 pm106 pts
The global expansion of AI computing infrastructure is accelerating, but supply shortages across the component supply chain continue to widen. Alongside constrained supply of memory and T-glass fiberglass cloth, tantalum capacitors, valued for high capacitance and compact size, have emerged as the latest…

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