Get ready for... CAPageddon!

blackbird9

blackbird9

Forget RAMageddon, now it's CAPageddon! 200-400% price rise this year for SMD MLCC caps.

www.scmp.com

Forget memory chips: MLCCs are Shenzhen’s newest gold rush

Huaqiangbei traders are racing to secure MLCC supplies as soaring AI demand pushes prices sharply higher across the market.
www.scmp.com www.scmp.com
7setronic.com

7SEtronic | Components Sourcing + PCBA Support

7SEtronic supports OEM/EMS and device makers with electronic components sourcing, BOM cost optimization, alternative parts solution, PCBA assembly service.
7setronic.com 7setronic.com
apexcomponent.com

AI Server MLCC Supply and Second-Source Qualification

Review 2026 MLCC supply reports, distinguish capacitor value per server rack from unit prices, and check DC bias and qualification before approving an alternate.
apexcomponent.com

"Capacitors are the new memory".

Hmm, I wonder what these old ones are worth? 😁
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Thats mad. I recently bought 25x 2200uf capacitors to fix some old parts that suffered from the great capacitor plague.

I was thinking to myself how expensive they were since a year ago and thought it was weird that stocks were so low from my typical vendors.

Another quirk I am seeing is FPGA companies stocks increasing rapidly (not AMD (Xilinx) or Intel (Altera), since the size of them mutes the change).

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It can't be bitcoin, because they moved to ASIC quite quick. And FPGA use in AI is low, Tensor cores are quite a different tech. So I am not sure for the increase. Perhaps to keep old industrial control equipment working?
 
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