I’ve been tracking semiconductor pricing for years, and I’ve never seen a setup quite like June 2026. The market is projected to hit $1.51 trillion this year. That’s an 89.9%

If you’re sourcing components for an AI server build right now, you already know the GPU situation is a headache. That story has been told a hundred times. But here’s

1. First, the Big Picture: What the Hell Is Happening in MLCC? H1 2026 in the MLCC market. Two words: structural mania. Not broad inflation. Not the kind of across-the-board

Summary — AI server racks are pushing past 200 kW toward the megawatt scale, and the power delivery architecture that feeds GPU and CPU core rails is under more pressure

Abstract AI is not only increasing demand for compute chips. It is also changing the power architecture behind AI servers and data centers. As rack-level power continues to rise, power