Everyone is talking about GPUs.
I'm paying attention to what goes inside the servers.
MLCCs are becoming one of the most important bottlenecks in AI infrastructure.
Key facts:
• AI server MLCC demand growing 80%+ CAGR
• High-end MLCC lead times now exceed 20 weeks
• Book-to-bill ratios remain above 1
• Demand is accelerating from AI servers, autos, and humanoid robots
The market is focused on AI chips.
The next opportunity may be deeper in the supply chain.
Stocks I'm watching:
$Taiwan Semiconductor Manufacturing(TSM)$
When demand rises faster than capacity, the winners aren't always the most obvious names.
Follow the bottlenecks.
That's where the biggest surprises usually come from.
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