--- title: "This Week In AI Chips - AI Surge Fuels MLCC Demand and Supply Challenges" type: "News" locale: "en" url: "https://longbridge.com/en/news/291801058.md" description: "AI chip demand is surging, driving high-end MLCC shortages and shifting production priorities away from consumer electronics. TrendForce reports record book-to-bill ratios for Japanese and Korean suppliers, raising shortage risks. In stock news, Suzhou Centec rose 10.3%, while FormFactor fell 16%. Major AI chip stocks including NVIDIA, Broadcom, and Micron also saw declines." datetime: "2026-07-06T12:07:46.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/291801058.md) - [en](https://longbridge.com/en/news/291801058.md) - [zh-HK](https://longbridge.com/zh-HK/news/291801058.md) generator: "portal-rs" --- # This Week In AI Chips - AI Surge Fuels MLCC Demand and Supply Challenges Recent developments in the AI chip sector have led to a significant surge in demand for high-end multilayer ceramic capacitors (MLCCs), crucial components in AI server platform upgrades and custom ASIC development by cloud service providers. According to TrendForce, the book-to-bill ratios for leading Japanese and Korean MLCC suppliers have reached their highest levels since the pandemic, suggesting potential supply shortages. The AI-driven demand has caused a shift in production priorities toward high-capacitance, low-voltage MLCCs, impacting other sectors like consumer electronics and automotive industries. This trend may lead to increased material costs and extended lead times as suppliers attempt to keep pace with the growing requirements of AI applications. In other trading, **Suzhou Centec Communications (SHSE:688702)** was trading firmly up 10.3% and closing at CN¥357.00. At the same time, **FormFactor (NasdaqGS:FORM)** lagged, down 16% to end trading at $123.59. FormFactor's strategic position in AI and semiconductor sectors suggests significant revenue growth potential despite inherent industry risks, making now the time to explore more about their narrative. Click here for the full story on FormFactor's opportunities and challenges. In our "Market Insights" piece titled "Earnings Season vs. AI," we highlighted how surging AI investments and market dynamics are shaping the future landscape of AI Chips—ensure you catch up now! ### Best AI Chip Stocks - **NVIDIA (NasdaqGS:NVDA)** closed at $194.83 down 1.4%. - **Broadcom (NasdaqGS:AVGO)** finished trading at $360.45 down 2.4%. - **Micron Technology (NasdaqGS:MU)** finished trading at $975.56 down 5.5%. ## Make It Happen - Click this link to deep-dive into the 139 companies within our AI Chip Stocks screener including BIWIN Storage Technology, United Microelectronics and Qnity Electronics. - Ready To Venture Into Other Investment Styles? Trump has pledged to "unleash" American oil and gas and these 23 US stocks have developments that are poised to benefit. *This article by Simply Wall St is general in nature. **We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.** It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.* *Sources:* - *Simply Wall St* - *"AI Demand for High-End MLCCs Drives Japan and Korea Suppliers’ Book-to-Bill Ratios to Post-Pandemic Highs, Raising Shortage Risks in 2H26, Says TrendForce" from TrendForce Corp. on GlobeNewswire (published 06 July 2026)* ### Valuation is complex, but we're here to simplify it. Discover if NVIDIA might be undervalued or overvalued with our detailed analysis, featuring **fair value estimates, potential risks, dividends, insider trades, and its financial condition.** Access Free Analysis ### Related Stocks - [688702.CN](https://longbridge.com/en/quote/688702.CN.md) - [FORM.US](https://longbridge.com/en/quote/FORM.US.md) - [MU.US](https://longbridge.com/en/quote/MU.US.md) - [MUU.US](https://longbridge.com/en/quote/MUU.US.md) - [MUD.US](https://longbridge.com/en/quote/MUD.US.md) - [MULL.US](https://longbridge.com/en/quote/MULL.US.md) - [MUYY.US](https://longbridge.com/en/quote/MUYY.US.md) - [MUZ.US](https://longbridge.com/en/quote/MUZ.US.md) - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [AVGO.US](https://longbridge.com/en/quote/AVGO.US.md) - [688525.CN](https://longbridge.com/en/quote/688525.CN.md) - [UMC.US](https://longbridge.com/en/quote/UMC.US.md) - [Q.US](https://longbridge.com/en/quote/Q.US.md) - [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md) - [Q*.US](https://longbridge.com/en/quote/Q*.US.md) ## Related News & Research - [US STOCKS-Nasdaq futures take lead after Nvidia forecast refuels AI trade](https://longbridge.com/en/news/297160854.md) - [Micron Sees 'No End' to AI Memory Supply Crunch: CEO Sanjay Mehrotra Says 'Nothing Ever Goes in a Straight Line'](https://longbridge.com/en/news/296743524.md) - [Micron CEO: AI has 'totally changed' the equation for the boom-and-bust memory industry](https://longbridge.com/en/news/296543881.md) - [Micron Technology, Inc. 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