Murata to supply MLCCs for AI servers

By Global Infrastructure Sherpa · Feb 24, 2026

Supply Agreement Data Center announced United States Feb 24, 2026

USD15B

Deal Value

Murata Manufacturing will supply high-performance multilayer ceramic capacitors (MLCCs) for AI servers, including NVIDIA's latest Vera Rubin servers, to address surging demand.

Deal Analysis

Murata Manufacturing's agreement to supply high-performance multilayer ceramic capacitors (MLCCs) for AI servers, including NVIDIA's Vera Rubin servers, signifies a crucial development in supporting the escalating demands of the AI infrastructure market. This supply agreement underscores the critical role of specialized electronic components in enabling the performance and reliability of advanced AI computing platforms. The involvement of key players like NVIDIA, a leading provider of AI computing solutions, further emphasizes the strategic importance of this deal in the broader AI ecosystem. The deal is notable for its focus on supplying components for cutting-edge AI servers, indicating a commitment to supporting the most demanding applications in the field. The involvement of Murata, a prominent manufacturer of electronic components, highlights the importance of specialized hardware in enabling AI advancements. While the specific value of the deal is not disclosed, the agreement's focus on high-performance MLCCs for AI servers suggests a substantial commitment to meeting the growing demand in this sector. The participation of both the United States and Japan Governments further highlights the strategic importance of AI infrastructure and international collaboration in this domain.

Focus on supplying high-performance MLCCs for AI servers, including NVIDIA's Vera Rubin servers.
Involvement of key players like Murata and NVIDIA.
Strategic importance in supporting the escalating demands of the AI infrastructure market.
Highlights the importance of specialized hardware in enabling AI advancements.

Market Context: The data center sector is experiencing rapid growth driven by the increasing demand for AI, cloud computing, and data analytics. This growth necessitates advanced infrastructure solutions, including high-performance components like MLCCs, to support the computational demands of AI workloads.

Source Intelligence

KEY DETAILS

Murata is assessing the "real demand" from AI applications to determine whether a price increase for high-end MLCCs is necessary. The company aims to complete this evaluation in the fourth quarter of fiscal 2025 (Q1 2026) and make a final decision by the end of March. Murata is the world's largest MLCC manufacturer, holding over 40% of the global market, and roughly 70% of the high-end MLCC segment for AI servers. In Q3 FY2025 (Q4 2025 calendar), Murata's computing business revenue rose 26.5%, with MLCC production utilization at 90–95%, a level expected to continue into Q4. High-end MLCCs for AI servers typically measure about 2mm long and 1.25mm wide.

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Announcement

2026-02-24 15:08:57

PARTIES MENTIONED IN SOURCE

Murata Manufacturing seller

"Japan's passive components giant Murata Manufacturing has begun internal discussions on raising prices for high-performance multilayer ceramic capacitors (MLCCs) used in AI servers to address surging demand."

NVIDIA buyer

"The launch of NVIDIA's latest Vera Rubin servers is expected to sharply increase demand for these high-end components."

Samsung Electro-Mechanics null

"Samsung Electro-Mechanics highlighted in its Q4 earnings briefing on January 25 that AI server motherboards and automotive MLCC demand is expected to rise significantly this year, prompting increased infrastructure investment."

YAGEO null

"Industry watchers anticipate that YAGEO and Walsin Technology may also adjust MLCC pricing, following their recent resistor price hikes of 15–20% effective February 1."

Walsin Technology null

"Industry watchers anticipate that YAGEO and Walsin Technology may also adjust MLCC pricing, following their recent resistor price hikes of 15–20% effective February 1."

medium quality Enriched Feb 25, 2026