AI servers face a new bottleneck in passive components, as delivery times for high-end tantalum capacitors, MLCCs, and chip resistors face delays amid ever-tightening inventories, media report, adding the larger, higher capacity MLCCs (Multi-Layer Ceramic Capacitor) needed for AI servers require more production capacity. Since AI servers, particularly those based on Nvidia GB200/GB300, operate at high temperatures, high current, they use top quality components. $NVIDIA(NVDA.US) #semiconductors #AIservers
Source: Dan Nystedt
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