Nvidia's Vera Rubin platform lifts MLCC demand to 600,000 per rack
AI Summary- Nvidia's Vera Rubin platform is nearing mass production, increasing demand for MLCCs.
- Vera Rubin racks are estimated to contain roughly 600,000 MLCCs, 30% above current platforms.
- Analysts expect premium MLCC shortages to continue through at least the first half of 2027.