Nvidia's Vera Rubin platform lifts MLCC demand to 600,000 per rack

Verifying
  • 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.
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